A day in the life of an adviser: South Ayrshire-based Shona Barr

This week, it's Progeny associate director and certified financial planner Shona Barr… What time does a typical workday start for you and what is first on the agenda? I typically start around 7:45am to 8:00am, check in with my team, respond to any emails and finalise preparation for any meetings I have that day. On days without client meetings, when do you tend to do your ‘deep thinking' work? I tend to get ideas popping into my head frequently, which I generally note in my phone to come back to. I believe deep thinking is hugely important and to ensure I have space for this, I sc...