Unlike most careers, being a Financial Professional will not have you tied to an office or a desk. Whether you’re out consulting with clients, developing a new market or putting together a proposal for a client, every day is different. Building and maintaining long-term relationships with your clients is one of the most rewarding aspects of being a Financial Professional and it’s the reason why many people enter and stay in the career.
Hear how some Financial Professionals (FPs) structure their work days:
“So on a typical day, my work day typically starts around 10 o'clock.
I’ll come into the office, check my cases, connect with my new business consultancy, respond to anything, emails, phone calls that I missed and then I will start to follow up on who I need to connect with.
I usually book appointments Tuesday, Wednesday, Thursday. So Monday and Fridays are usually my office day and Friday. Ninety percent of the time I meet my clients outside. I see what they do, I see their families, so it's a greater connection for me.
I’m totally independent with my time and am able to take a day or two off, or just close my computer and go for a walk. If I had a nine to five job, I wouldn't be able to do that and everything is based on my effort. If I tend to work 40 hours this week, I can do 50hrs next week. I have that ability and that flexibility.”
“My typical day has also evolved since getting into the business. Early on (first 18-24 months) my days were filled with starting to build out some of these networks. I really wanted to play the long game, and understood the value of relationships, so I spent a lot of time exploring a few different avenues and I guess "networking" if you will. Since then I would say my schedule has become much more normalized.
Mondays are kind of my “get my week set up “day. I realized fairly early on in the business that you can end up getting pulled in a lot of different directions unless you have some sort of structure.
Typical day, and most weeks, I will have two primary meeting days. Recently it's been Tuesdays and Thursdays and I tend to do a lot of meetings over zoom now.
Fridays I actually try to leave about half the day to myself for personal time. Sometimes that's doing something social with my clients, a lot of times I'll spend the afternoon out on the golf course with some clients.”
“I’m ten years into the industry and through the advent of technology like Zoom, and video conferencing, It literally saves me three hours a day without having to commute. I now have clients throughout the country, and I'm probably in the office maybe four or five times a month.
My practice continues to grow and thrive, and yet I get to see way more of my family than I ever did in the beginning.
So, it definitely comes full circle once you build critical mass. You really get to start to set things up strategically for yourself, not only just for business purposes, but also to really create the life balance, and be able to focus on some of the other things you want beyond just the business itself.”