ASQ - Team and Workplace Excellence Forum

Online Edition - August 2000

Issue Highlight - Homeward Bound
--- Peter Block offers some practical reccomendations about how to create balance and harmony in your life.
These recommendations are guaranteed to work or your time back."

In This Issue...
The Economics of Choice
Children: A Blessing or a Lucky Taxbreak
Welcome to the Wild West
The Struggle to Have It All

Peter Block Column
Day In The Life Stories
Views for a Change

Heard on the Street
Letters to the Editor

A Day In The Life...

A Day With The Dow

 Kyle Gearhart, a senior financial consultant with Merrill Lynch, gets up every morning to a full plate of meetings, phone calls, paperwork and his wife, Melissa. When the day is finished at the office, and he has to meet with clients, he may work as late as 10:00 p.m. But when he has no client meetings after work, his nights are spent enjoying dinner with his wife, playing volleyball with friends or studying for the certified financial planner (CFP) exam. Does this busy schedule sound at all familiar? See how Gearhart manages his business life with his personal life by visiting a typical day in his life.

  7:15 a.m. - Wake up and prepare for another Monday.

  7:45 a.m. - Watch some CNBC and skim through the morning paper's financial section.

  8:15 a.m. - Leave for work. Drove with Melissa to work this morning. Having jobs downtown makes it convenient to make the commute together.

 8:45 a.m. - Arrive at the Merrill Lynch offices.

  9:00 a.m. - The Merrill Lynch morning call, broadcast to offices nationwide, is another way, besides reading analysts' reports, to get up-to-date stock information from the night before.

  9:45 a.m. - Time to call clients and share the financial information collected from the morning call, analysts' earnings reports and CNBC. With most of new business coming through referrals and current business coming from private individuals, it is important that clients are informed and satisfied with the service they receive.

  10:30 a.m. - Check on any overnight deposits and call those who made them to assure them that the money was received. Update these clients on the status of their account, despite the fact that the information is available on Merrill Lynch's Web site.

  11:00 a.m. - Meetings at the office begin. Today's early meeting is a planning meeting with a client to locate assets, set financial goals and determine where to invest.

  12:30 p.m. - Twenty minutes for lunch. No client meeting over lunch today, so a quick bowl of soup, while surfing the Internet for stock information will do.

  1:30 p.m. - Meeting with a client to review their financial plans, track progress and determine if any changes are necessary.

  3:00 p.m. - Time for phone calls and paperwork. Spend two hours phoning clients, scheduling meetings for following week, writing letters and gathering information to mail to clients.

  5:00 p.m. - Opening accounts and transferring funds, which means more paperwork. Everything-current investments, investment styles and other firms clients are investing with-needs to be documented.

  6:15 p.m. - Leave work to pick up Melissa. No client meetings scheduled for tonight make this Monday a little less hectic.

  7:15 p.m. - Grilling out is great to enjoy a peaceful dinner with Melissa. No plans to play volleyball or Bridge tonight.

  8:15 p.m. - Need to study for the last three parts of the certified financial planner exam.

  9:00 p.m. - After eating and cleaning up, Melissa wants to finish watching the remaining half of a movie she rented over the weekend.

  10:00 p.m. - Turn on the nightly news to catch up on the events of the day.

  10:45 p.m. - Go to bed. Need to be fresh for tomorrow's meeting with an important potential client.

Day In The Life Homepage

August 2000 NFC Homepage


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