Friday
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Friday is chase-up day and I am calling lenders and updating clients, which takes me up to lunchtime. I then skip down to the local Marriott to meet my Santander business development manager. We have a good catch-up, then I drop some copied documents through a local client’s letterbox, and back to the office where the client with the protection enquiry has called and wants to go ahead, so I get this keyed on. I come up with a new solution for the guy from last night and then it’s clearing down emails and messages to finish the week about 9pm.
Dean Mason is owner/director of Masons Financial Planning
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