My morning starts out at the gym. Then I check some Facebook posts to see if anything exciting is happening that day in the social media world with my clients and friends. I also have key search words set up in Google to know if any articles or news briefs that mention our company have come out.
Arrive at the office - have breakfast with The Wall Street Journal and CNBC on in the background, allowing some quiet time to prepare for the day. Also, if I see a story or read an article that may be of interest to someone I know I might reach out to them or email them a copy of the article.
Answer emails and return calls from the previous day. Then, I put together the day's power list, a "top 10 list" of planned accomplishments for the day. The power list ensures we address all immediate projects. For example, today we prepared for two prospects coming in to be potential clients, as well as a meeting for a large case we are working on outside of the office. From a marketing standpoint, we discuss what topics we want to post about on our Facebook page. This summer, for example, we focused on advanced planning topics.
Brief office meeting to ensure we are all up-to-date on cases on the day's power list. During our office meeting we also give brief updates on any projects assigned.
Conference call with EOA, an entrepreneurs' organization. Some other associations that I am a member of that also host morning calls are Industry Study Group and NAIFA.
Prep for lunch and an afternoon meeting with a client to discuss their business - make quick reference points to be seen in my virtual notes through Evernote to assure that the core agenda is accomplished without any handouts.
Lunch meeting with a client to discuss succession planning strategy.
Another client meeting to discuss introducing a defined benefit plan with life insurance included in it.
Follow up on phone calls and emails from the day to ensure any outstanding items are addressed. The intent of this is to provide amazing customer service. That way the client knows their best interest is put forward and they see immediate action directly following our meeting.
Create notes from earlier meetings and send follow-up emails to recap.
Confirm next day's meetings and schedule additional meetings if there is still a gap in my schedule.
Home for dinner with my family. My wife Monica works with me doing online social media and handles the Fischman Insurance Group Facebook page. I have three wonderful children, and I am kept pretty busy by them.
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