This adviser spends her week meeting new clients, going for daily swims and spending quality time with her daughter
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.
Mid-morning, I receive a call from a client who is a solicitor who wants to discuss his own individual options around equity release and also options for one of his own clients. The best part about being an adviser for me is getting to know the clients and often their family, and feeling like you have really made a difference to someone’s life.
Friday
An early start to the day as I head to Liverpool for our quarterly regional meeting.
I really look forward to these meetings as I get the chance to interact with other members of the team and engage in discussion about various topics, such as how to self-generate more business through activities such as developing introducer relationships with independent financial advisers or re-engaging with customers that I have helped previously.
There is lots to talk about and debate, which finishes a busy week on a high.
I am delighted to come home to a visit from my daughter who brings me up-to-date on her week as I make her dinner and we are able to catch up over a glass of wine and relax. The weekend will be spent with friends and a long Sunday walk taking my border collie, Paddy, out – followed by a pub lunch.
Amanda Moore is senior equity release adviser at Key
If you would like to write a Diary of Adviser, please contact Melanie Tringham at melanie.tringham@ft.com
