Monday
A little bit of planning over the weekend means I start my week organised.
By 7:00am I am at my home desk with a coffee ready to check my emails and follow up on client calls. By 8.15am I head out for my first customer appointment in Stoke-On-Trent, followed by another appointment in Chesterfield.
This customer was previously not interested in equity release, however they kept my details and have now contacted me to discuss equity release to future-proof her home.
Being remembered or referred as a trusted contact is always nice and is increasingly common.
After five hours of driving, I end the day with a swim. I work to find time in my day everyday to go swimming no matter what time, I find it helps me focus.
Tuesday
Today began with a trip up the M6 to our head offices in Preston – I was asked to provide my thoughts on the training and competency function and on some exciting new adviser software tools currently being developed by our digital team.
After lunch and a catch-up with our advice delivery director, I head home via an appointment in Cheshire with a retired couple who contacted me after I helped their neighbour release equity at the beginning of the year.
I spend the remainder of the day organising and completing admin for appointments later in the week.
Wednesday
I am back in the office this morning – my first thought was to collect some sweet treats for the customer engagement centre as a thank you for being so diligent when uploading client details onto the system.
I spend the rest of the day on the road, meeting with more new clients and completing fact finds surrounding their needs. I complete my day with a call to one of our new national account managers who wants to shadow me for the day – and of course a daily swim.
Thursday
My day begins with my car being taken in for a service. I wait for a courtesy car to arrive.
I do thousands of miles each year and this bit of life admin is never left to the last minute.
Once that has been taken care of, I meet with a lovely couple who wish to release equity to pay for an around-the-world tour, visiting the countries they once visited as newlyweds.
