An Informed Day
The team has spent today sharing regular updates on Twitter, to offer an insight into a typical day in the life of an award-winning firm of Chartered Financial Planners.
Throughout the course of the day we have posted over 100 ‘tweets’; short updates of no more than 140 characters.
It has been an interesting experiment.
One of our regular frustrations here at Informed Choice is that we are unable to spend enough of our time focused on our clients. Lots of other things, including administration and regulation, can take up a disproportionate amount of time.
We know from speaking to our clients that what they really value is the time they get to spend with us, either face to face or on the phone.
Today saw a healthy mix of client interaction, administration challenges and possibly mundane office life.
Here are a select few tweets from the day:
AN: Quick phone call with the client I am off to see now in Arundel to confirm the meeting #informedday
AB: just put the heater on again, what happened to global warming? need to do some star jumps
MB: Logging into Ascentric (a wrap platform) for the first time today, to rebalance a client portfolio after she moved £10,680 to her ISA
SM: Emails checked, to-do list updated. 1st task of the day is to sort out switch request that has not been actioned correctly by provider.
IL: Spoke to client about a report we examined for his father. Very happy with our quick response. We are going to meet to discuss further.
IL: Client has decided to sell their esoteric holdings & invest in line with our recommendations instead #informedday
NB: looking forward to client review meeting here in High Wycombe always good to get his news #informedday
RS: Identified opportunity for client to save £392 p.a. (over £3k for remaining term for their life & critical illness policy) #informedday
RS: Called closed pension provider, they fobbed me for the 2nd time with the promise of a call back tomorrow #informedday
AB: congratulations to Shelley, for not setting the smoke alarm off @ lunchtime today #informedday
NB: 26 files on my desk on return from client meeting. First scan through maybe 5 defer actions all the rest work!! #informedday
LD: just had to send a really stroppy email to a SIPP provider preventing us delivering good service to clients #informedday
SL: Chatting to Martin to confirm the IHT position for a client who died recently. Our advice in 2003 has saved her family a lot of money.
SM: Route planned, bag packed – ready to head to the first @IFP_UK Paraplanner Conference! #informedday
You can read all of the tweets we posted today at twitter.com/aninformedday.
We hope that you found this insight into a day in the life of Informed Choice interesting. We will be here doing much the same for our clients tomorrow (and the next day, and…)