A day in the life of an adviser: Bridgend-based Gretchen Betts

PA hears how advisers all across the nation structure their workdays

Hope William-Smith
clock • 2 min read

In this new interview series for 2023, Professional Adviser speaks with a range of different planners from all corners of the UK about their typical workday.

This week, it's Magenta Financial Planning managing director and FFEM founder Gretchen Betts… What time does a typical workday start for you and what is first on the agenda? Usually about 8:00am with some porridge! I'll prepare for meetings I have that day and respond to any client emails I have had. On days without client meetings, when do you tend to do your ‘deep thinking' work? I find it great to work with others, brainstorming and discussing ideas. This gives me a great grounding, to then think a bit deeper about marketing and strategy. What do you like to have achieved be...

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