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week in the life of an IFA

5 Feb 15

After a hectic weekend…

Thursday
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Thursday

Up at 6.30am today to catch the 7.28am train from Thorpe Bay to Fenchurch Street. I am due to be with my IT expert/internet marketeer/website designer, or whatever you want to call him; basically he is good on computers.

He has an office in Kentish Town and for the past 18 months we have been working on a project to develop an on-line guided advice platform that can be white labelled by other IFA firms. I think we are in the final home straight with getting it to market, but there is still a lot of work to do around it’s promotion and developing add on services that may also be useful to IFA firms.

We have a joint on-line conference with another firm to discuss terms and spend the rest of the day agreeing strategy and some design work.

Get home at 8.30pm.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.