I have two other client meetings. In between I communicate with the office and deal with emails when I get a spare moment.
Friday
I try to relax, take stock and tidy up my business admin on Fridays, but right now it is not that simple. We tragically lost an adviser to cancer earlier in the year and this has had a massive effect on the team. We have all had to adapt and take on extra work to cope. I spend the morning calling clients I have unexpectedly inherited, mainly to book meetings to see them.
Then it is the joy of the M25 on my way home.
Greg Neall is a chartered financial planner of Wealth Wizards and Wake up your Wealth
This article was changed on 22 December to change the references to the company Wake up your Wealth, and to mention both job titles
