We are now approaching the end of 2012 and what a good year it has been overall from my perspective.
Business has been buoyant and the support from financial advisers on my panel has been fantastic. I achieved my target in August.
My share dealing account has been very successful this year, with most investments doing well (apart from a slight dip from Falklands Oil and gas shares). Fingers crossed for next year – I’m now looking at Oranges and pharmaceuticals!
Looking ahead, 2013 for me holds a number of things.
Firstly I am planning on taking 2 exams during the year. J11 has been booked in for April – Wrap and Platform Services – and we’ll see which one is next when this has been passed.
Secondly I will be attempting to set up a video blog or ‘vlog’. I’ve never done anything like this, but I am sure that the ipad video editing software will help to improve the images! If you have any suggestions on subject matter please drop me a line!
Lastly I will be aiming to beat my target for the year. Our targets are based on new business, but more so now on looking after the existing book of business we already have. Makes sense really. Will this be achieved quicker than in 2012? I highly doubt it with the pressures of RDR, but I’ll give it my best shot. I think that initially things will be tough but will most likely settle down towards the middle of the year.
Will we see a lot more tech coming out for advisers in 2013? If you have an tablet there are a number of financial planning tools that can already be downloaded – mostly for free as well!
Aviva Fees Ability
Aviva Time to Act
Steve Bee Pension App
Article from Money Marketing from early 2012 saying that this was going to explode (1 in 4 will have bought a tablet in 2012!)
I hope that you have a restful time off and look forward to a good 2013.
