Friday
After taking my son to school, a longstanding client comes to my home/office for a chat and then I cook her lunch.
If I were not an adviser, I think I would like to have been a chef, and she has set a tough bar as she is a gluten-free vegan.
Fortunately, my Moroccan spiced veg mix is well received. We also speak about her investments.
My client meetings are always focused on the person – their physical and mental wellbeing.
No workout for me today as it is a rest day. My wife has finished work, so we take our son to his favourite burger place. We also crack the bottle open. It is not a school night, so it is allowed.
Victor Sacks is independent financial adviser at VS Associates
If you are interested in writing a Diary of an Adviser then contact Ima Jackson-obot at ima.jacksonobot@ft.com
