My Day in the Life as a FINANCIAL ADVISOR!

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 hey guys welcome back to the Blog as you can see today we are doing something a little bit different instead of me being behind my desk and filming some sort of Blog about finance i wanted to do one of these day in the life of a financial advisor Bloger because a lot of people been requesting it and i thought it would be overall just fun to do but first things first before we get into any of that there's a couple things we have to understand right if you are watching this because you are a new or aspiring financial advisor and you want to see what the career is like well this might not exactly be accurate because there's a few things here right like i have been doing this for six years right and not only that i actually run my own business so all that being said without being a mile up my own it's like this is a pretty ideal situation because i have gone through that initial grind stage i built something up that's my own i can make my own schedule i have that freedom so i think it's important to understand that if you are a beginning financial advisor your day should not look like this you should probably be working a little bit harder than this to be honest and you should be working on different things and as someone who's self-employed i have a very different day than someone who works as an associate for another advisor or for someone who you know somebody who works in a more traditional role right and on top of all those other things there is no typical day in the life of a financial advisor there's every day is a little bit different as you are probably going to see in this video but without further ado i thought we would do a day in my life as a sixth year self-employed financial advisor who runs their own business so let's get into it [Music] good morning guys so first things first i am gonna throw in something really comfy now we are gonna go walk for a coffee and then we are gonna bring you through the morning routine we will get started [Music] so here we are for the first part of my day got the coffee feeling great if you are wondering does this guy actually go for a walk every morning well yeah 100 go for a walk grab the coffee and in the winter that's not an option here so i gotta take advantage of it in the summer so i make sure i do and really the main part of this is just i do not know i feel like i get my head in such a better space when i have got my legs moving in the morning when i am not just sedentary sitting around so i will go around i will bring you through my morning routine which to be honest do i do it every day probably not but i usually do it the most when i am in a bad head space and i need to kind of like reset so i will bring you through exactly what that all entails and maybe get some cool shots of the place that i live in and kind of walk around every morning it's getting dark like these mornings are so dark already kind of getting cold so it's nice to be out here i do not imagine i am gonna have too many of these left so i found myself a nice little park bench in the neighborhood and i think now that i am doing this on camera i realize how weird this might be like i have some zen buddhist old man morning routine but my general thought is i am walking around just trying to clear my head and first and foremost think about things i am grateful for now this might sound really weird but there's some thoughts behind this because for a long time i struggled about this whole idea that i have so much i know that might seem super weird but for the longest time i struggled with idea that i have so much but i am always like so upset and ungrateful about things so my thought was okay if i try to come up with a list of things i am grateful for every single day well that means my mind is probably gonna start scanning nature for things to be grateful for right because you have run out of ideas within like two or three days of what you are grateful for and then what you have to do is every time something beautiful or empathetic or lovely happens in life your mind tags and says hey when i have to come up with a list of things i am grateful for tomorrow now i have got one so you go through your life scanning for things to feel happy about instead of scanning for things that you do not have and i know that sounds kind of really cheesy but it really helps me and that's kind of one of the things i do in the mornings so the next part of the morning i usually do this part at home because it's hard to focus outside but for me it's just spending time in complete silence with nothing in my mind trying to clear my head with just create a state where there's no desire you know create a statement for a little bit i am not trying to strive for something i am not trying to get something it's just enjoying the moment as i live it so the ironic part of the morning routine is that right after i spend a moment by myself kind of in silence and with no desire kind of meditating i guess you could say my next thing to think about is think about all the things that i want the idea is where do i want my life to go what kind of future excites me how can i design my life what are my goals in business or my personal life for these sorts of things and really just think on those and then lastly kind of devise what are the next steps what are the next six things that i have to do to get those done so anyways guys that's kind of like the average morning walk just trying to like i do not know put myself in a good headspace back at the office now or the home office i should say and now that i feel kind of primed my mind feels at peace and tranquil i feel like i am ready to you know have a great day and what better way to ruin that than by to start the day with the news and that's usually where things start and i am not really looking at the news per se but what i am doing is i am starting with the listing of all the different investments and companies that all of our clients own and they all own very different ones but i can create a list of all the different holdings or investments that our clients own and i can kind of see which ones are doing really well and which ones are doing really poorly and i will kind of show you here so effectively what i have is this list and it shows be okay i can organize it by okay what's the percentage change overnight in any of these different businesses and by the way guys do not take this as investment advice just because you see a stock here does not mean you should buy it this is purely part of clients overall portfolio so disclaimer not investment advice but what i am doing is i am effectively organizing this by what has gone up or down in a significant way overnight and right now the one that's done the best is canadian natural resources and the one that's done the worst is a company called atlas corp that probably has to do with ever grand situation in china but with all of that said guys my main goal here is not to you know this does not make me a better investor this is not going to get higher returns the main idea here is that i need to be prepared to communicate with things with clients so if there is an investment that's done really really well and maybe there's a massive news release or something came out about it that i should know then you know the percentage change in the stock tends to give me a good evidence of that something has happened if i see any major moves up or down into one of the holdings that we have that's something i should look into and be ready to communicate with clients about right that's really what this is all about and after that what i will do is i will just head over to like the major media outlets for instance you know i will kind of have cnbc and today one of the things many of you might recognize that you know facebook had a massive outage today facebook and instagram and whatsapp have been down um you know we look at the wall street journal kind of the stories are about opec and um kind of china's evergreen situation but this is really the way the day starts it's kind of skimming the world news seeing what i can add to the narratives in the market right now what are the big stories and how do they fit into the overall context of where we are economically or from an investment perspective and trying to see okay what are the holdings that we have for clients need attention or should i be prepared to communicate on and that's really what i am doing first thing in the morning is just kind of getting a general update what the heck's going on in the market now once that's done we can move on to the next part i likes cream cheese okay now after i get my breakfast going i get into the part of my day that i do every single day this is one of those things that actually happens every day it's answering my texts my emails my dms and my comments on the various social channels wait a second guys i totally lied about one thing and usually i am gonna be honest before i get to my texts and my emails and answering all the requests i am gonna do two things first i am gonna check the weather and secondly i am gonna check how clear my schedule is post 4 35 o'clock and if the weather's nice which it is 25 degrees today i am not sure if that is in fahrenheit probably about 70 something and if my schedule's pretty clear which it kind of is but we will work around that i go straight to the t sheet and i book myself an evening tea time because if it's nice out and if i do not have a lot of work to do in the evening i am going golfing so today it does not look great but i will probably book something around 6 30 maybe hopefully get in a meal get all my work done before five head to the chorus and i will play around and golf the boys so i finally finished up answering all those client requests all those texts and dms and emails they are all taken care of they are all behind me people are happy the trains are running on time that's fantastic and now it's not quite lunch yet i have gotten all this done and it's only about 11 15.so what that means is that i have to choose do i want to have an early lunch and bog myself down with like a big meal or shouldi just get to work right away but all that matters is this next part of my day is about the big projects that's really what it's all about once i have answered all the major requests now it's things like how do we push the business forward are there prospects that want to become clients that we need to come up with a pitch for are there clients that we need to build proposals for right now i think today's big project is that we are rebuilding our website it's been down for a while so i have to actually get to work on rebuilding our website so we have some online presence and you know what that's probably what i am gonna get to right now i am gonna have lunch later by the way guys one of the main things i have not really remarked on yet is that in between all of these things whether it's answering my emails and all those requests or working on the major projects or whatever it might be throughout the day i do not necessarily get to choose when clients book with me obviously i have like a public calendar that all my clients can go to and so i know i was about to get ready my website but i have realized i actually have a call in 15 minutes so i have to hop on zoom i am going to work with a client help them sort of some financial planning issues they have some questions so i am going to get to that but that's another part of this job right is i have a set template of what i would like my day to be like but very often there's calls that get layered in between there sometimes i will hop on a zoom or i will hop on a phone call or i will have to go for a coffee or something like that i get to go for a coffee josh not have to go for a coffee i get to go for a coffee but anyways all that said my main point here is calls can come in at any point and that can kind of disrupt your day or it can take you down a different path but for me today's running according to schedule which is great just going to hop on this call at that point i will probably want lunch and then we will get to work on the website afterwards so i just got off this call with a client it was fantastic and essentially just a breakdown of what happened so i have a client who left a job and a lot of the times when people are working at a job they accumulate some sort of pension or investments or benefits at that job that they are entitled to and when they move jobs they have the option to take those investments or that pension with them they get to transfer to somewhere private or something like that so this client was curious okay how does this affect me and i kind of walked into the options well what you can effectively do is you can transfer your investments over to us and we will manage those for you and then we will do the financial planning on it as we go basis so now that we know that we have this set chunk of money coming from the old employer we are going to help that client invest that new money once they receive it and then they are going to continue their pension with their new employer so really all this call was about was seeing how this employment change although it was not a big salary increase or a big lifestyle change it's like trying to plan out now that we have switched from one type of pension to a different one how do we make sure that we are still on track to achieve our retirement goals and certain things like that so that was really the main purpose of the call went great looks like it will be a nice little new piece of business for us clients are happy but now it's time for lunch now this part is unbelievably easy because i manage my meals in such a way to save as much time as possible so i have these meal prep kits that look like this and this looks like butter chicken am i in the mood for butter chicken maybe a mexican burrito bowl um oh no this is the one right here oh my god i am going with chicken bacon ranch mac and cheese that's my pick for the day and i am gonna throw this in the microwave and clean up the mess i just made on the floor a few moments later now for one of my favorite parts of the day you know i remember saying i go golfing with the boys but here's the boys they are all around me everywhere i am out here by myself probably first and foremost because no one would really want to golf around a guy who's taken video of the whole thing but um i thought i would bring you guys along because this has become my zen this has become my meditation this game is fantastic especially when you get the chance to go out on your own today i thought i would bring you guys along maybe record some shots see how it goes you know i will try to be as honest as i can i will not take any mulligans no redos i am going to hit some shots we are going to enjoy the golf course together and i think in the words of ron carson who's a very successful and famous wealth advisor financial personality he said you have to have some sort of passion marketing you have to have something that you really love to do where you can meet new people and you can market and i am not golfing because i want to market or get new business but it's such a great place to meet new people expand your network and who knows where those take you maybe over time you get new clients maybe every time your business grows you find a new business partner but anyways guys let's go hit some shots so just got back from the golf course guys had an absolutely lovely time it was a beautiful night hit the ball pretty well so all in all cannot complain and i am just kind of trying to kill a little bit of time here before atlanta gets home and one of the things that you need to understand as a financial advisor is that a lot of the time you will send clients requests throughout the day and they are at work during the day and so what that means is a lot of the time the responses and a lot of the actions the steps you need to take come in in the evening so it's never a horrible idea for me to just kind of hop on my computer one last time before calling it a night and just making sure that there's any um little items left over for instance i had a big mass email sent up today a lot of people are now replying to that so i am just gonna chip away at those until atlanta gets home and then i will have less to do in the morning so work is all done for the day no more of that and this has kind of been a day in the life guys usually in the evening now it's going to be some form of socializing going out to a restaurant hanging out with some friends doing something fun but it is a monday after all not a ton to do especially given restrictions and yeah this has kind of been it probably at this point i will kind of wait until atlanta gets home we will sit on the couch and argue about what to watch on netflix until we find something we equally hate and then we will just spend the whole time on our phones which sounds perfect so anyways if you guys enjoyed this Blog whatsoever make sure to hit like hit subscribe and turn on post notifications for more Blogs just like this one every single days until next time