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...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Glasgow, Scotland

Wren Sterling confirms acquisition deal for Scottish advice firm

Active Wealth Management will join the national’s existing Glasgow office

Hope William-Smith
clock 22 March 2023 • 1 min read
Neil Messenger

Ex-Abrdn Advice boss launches IFA under Sandringham network

PIWA was set-up by ex-Abrdn Advice director Neil Messenger

Jenna Brown
clock 22 March 2023 • 2 min read
One of the deals is for a Cardiff-based firm

Perspective inks three acquisition deals and locks in eleven more

Three firms in Huddersfield, Cardiff and Whitstable snapped up

Hope William-Smith
clock 20 March 2023 • 1 min read