A Day In The Life Of A Financial Services Consultant At Capstone Partners Financial
A Financial Services Consultant at Capstone Partners Financial describes their flexible schedule, dedicating "critical prospecting hours" from 8-10 AM to client acquisition through phone calls and networking. The remaining workday involves client follow-up and internal company meetings, demonstrating a blend of business development and client relationship management.
Networking, Client Relationship Management, Sales, Prospecting, Communication
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Byron Lopez
Financial Services Consultant
Capstone Partners Financial
Loyola Maymount university
UT Austin
Economics
Finance (Banking, Fintech, Investing)
Finance
Veteran
Video Highlights
1. The daily schedule is flexible and can be adapted to individual preferences, with a hybrid work model (3 days in the office, 2 days at home).
2. Prospecting is a key activity, dedicated to finding new clients through phone calls, LinkedIn messages, and emails.
3. Building and maintaining client relationships is crucial; this includes regular check-ins and addressing any questions or concerns.
Transcript
What does a day in the life of a financial consultant look like?
Early in the morning, I set aside time. This is just my own schedule, but we're able to schedule our days how we see fit.
I wake up, and the first thing I do, whether I'm working from home or going into the office, is dedicate time to critical prospecting. I usually work hybrid, maybe three days a week in the office and two from home. Either way, the first couple of hours of the day, from 8 to 10 AM, are critical prospecting hours.
I dedicate those two hours to finding clients, scheduling networking events, and booking meetings. During that time, I'm constantly making phone calls, sending LinkedIn messages, and sending emails.
After 10 AM, I start contacting my current clients. I check if anything new has come up, if they have any questions, and I reassess what we already have going on between the advisor and the client.
The afternoons are mainly for company meetings with my managing partner, my partner, and some of the other advisors in my office.