President, Financial Planner, Chief Investment Officer
I could make this short and say what I do is everything else that no one else does. But the point of this series is to give you a little more information than that, so let me explain what “everything else” consists of.
My most important role is creating, planning, prioritizing, and integrating the strategic vision of the company. This includes responsibility for all components and circles of KFG: strategic planning and prioritizing; recruiting, terminating, and compensation of employees; succession planning; sales and purchases of company equity.
I serve as KFG’s Chief Investment Officer and develop, maintain, and oversee the strategic investment program of our clients. This includes developing and modifying the Investment Policy Statement, reporting and performance metrics, approving procedures, developing investment policies and philosophy, developing the asset allocation and covariances of the portfolios, overseeing the selection of investment managers, and establishing projected returns.
I am the financial strategist and oversee the financial activities of the company which include budgeting, handling compensation plans, employee benefits, accounting, and tax reporting.
Generating all general company communications is another item on my plate. That means I am in charge of the content of bulk emails, blogs, social media, columns, articles, and books.
Marketing the company is one of my bigger responsibilities, though I spend very little time doing it. This is partly because most of our clients come to us by referral or find us online. I spend most of my marketing time developing the marketing plan utilizing social media (i.e. LinkedIn, Twitter, Facebook and Google Plus) and maintaining our website and blog. Occasionally I do speak to service clubs, give a community educational class, and attend Chamber of Commerce events.
The role that still gives me the most satisfaction is financial planning. This includes assisting our analytical planners with the more difficult planning scenarios they run into. I also meet with clients weekly when I am in town, and I conduct all of the meetings with prospective clients.
My day in the office typically starts with some quiet time every morning around 7:00 a.m. and wraps up around 6:00 p.m. While I don’t break for lunch, I do take 90 minutes a day to work out at a gym not far from my office. Most of that time is spent on various cardio machines where I can easily access my iPhone and iPad on which I return emails and catch up on my reading. The other KFG staff members tell me I am often more available when I am working out than when I am at the office.
As many of you know, one of my passions is travel. Whether I’m at a professional conference or exploring ancient ruins halfway around the world, however, I don’t ever “get away from it all.” Nor, given my love for my work, would I want to. Thanks to technology, I am able to stay in touch with staff members and clients no matter where I am.