Eric Blofsky is a co-founder of (k)ornerstone 401(k) Services in Chico, Calif.
6:30 A.M.
Each day before I get out of bed I go through my emails to see if anything is pressing. I join my wife and dog for their usual run through the park, trying to keep up with them both.
7:45 A.M.
I grab a cup of coffee and a yogurt parfait on the way to the office. Being in a small town, its likely Ill see a client or a prospect at the coffee shop which is a great excuse for a conversation.
9:45 A.M.
I grab the bound packets that the team has assembled for my 10:00 A.M. prospect meeting. Having systems in place allows my team to know when I have a prospect meeting and what materials I will need. They take care of the rest.
10:00 A.M.
Luckily the prospect is a local one that we have been courting for some time now. I go through our value proposition and our overview of services tailored specifically for them. The meeting goes well and we have a verbal agreement from one of the partners they will be going with our firm.
11:30 A.M.
This is the most important hour of my day. Usually around 10:45 or 11:00, the text messages or group emails will come in about who wants to go to lunch and where. I am lucky enough to have a group of friends that work for a very successful insurance brokerage firm and they each have good size books of business. Because their firm does not handle retirement plans, we cross refer a lot. Two or three times a week I eat lunch with someone from that group. This is a great time to talk about prospects we are working on or clients one of us might have that the other wants to work with. It is also a good time to talk about the weekend golf game!
1:00 P.M.
The afternoon is my time for follow up calls and emails. I also make sure to update our customer relationship management system to reflect any correspondence with clients and emails over the course of the day.
2:30 P.M.
Today I have a group education meeting for a local client. I give a 15-20 minute presentation on the stock market as well as the importance of saving in your 401k plan. After the group meeting I meet with individuals for another hour.
4:00 P.M.
I send an email to a prospect asking if he would like to join me for a drink. He is available and we agree on 4:30. Even if a prospect isnt available that afternoon, it is a very easy and non-direct way to make sure I stay on their radar.
6:00 P.M.
After meeting with the prospect, I stop by the office on my way home to button everything up for the day. I respond to any emails or voicemails and check my schedule for tomorrow.
7:30 P.M.
Enjoy dinner with my wife at home and periodically check my phone for any emails that might have come in after hours. I often have new thoughts and ideas for our firm that I try to write down and look at again in the morning when I get to the office. Ive found that writing things down allows me to get my thoughts and ideas out of my head and stop worrying about them.
