Ever wondered what a day in the life of your favourite financial planning podcaster looks like? What do you mean, no?! This week I want to give you an insight into what a financial planner actually does each day, to make their clients’ lives better. Plus you get to find out more about yours truly, whether you like it or not!

Podcast: Subscribe in iTunes | Play in new window | Download

Sponsor Message

This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support.

You can see what they’re up to at 7im.co.uk

In this session you will discover:

• Which podcast I listen to while I am running or working out
• What I always have for breakfast!
• How I set up my work day before I even turn on my computer
• What my fellow advisers and I do to make sure we're doing the best for our clients in an ever-changing world
• What I use to make sure I waste as little time during the day as possible
• How I keep track of the dozens of websites I like to read
• The ten points I cover in an average client review meeting
• The secret to maintaining an open dialogue with my children
• What I watch on the very rare occasions I watch TV
• The tools I use to make my life run smoothly

The day which I describe in this session doesn’t necessarily represent the average financial planner’s day. But then I’m not average, as you well know by now! Actually, what follows is a bit of a cut and shut off various days rolled into one.

For a full transcript, click the button below.

Join the conversation

I love to read and respond to your comments, so please do join in and share: Question: How do you maintain a sense of gratitude in your life?

Resources

The Model Health Show – Podcast

The Five Minute Journal – Daily journal

RescueTime – productivity tracker software

Getting Things Done – By David Allen: simply the greatest book on personal productivity ever written

Making It All Work – Also by David Allen: the follow-up book to Getting Things Done

Asana – Task and project management software

Feedly – Feed reader

Share the love

My thanks to Thabacus for his review this week – much appreciated!

If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes. This has a huge impact on keeping me near the top of the rankings, which in turns helps more people to find the show and to subscribe. I’ll remind you again at the end of the show, but if you want to do it right now, just click the button below: