With a career in Financial Services spanning over 30 years, Pam McComas is the Raymond James Financial leader in Utah and Nevada, managing all aspects of business development as well as supervising employees in the various offices. Pam is a Certified Financial Planner® also maintaining her own client accounts. Every day her world is different. Some days are carefully planned out and others consist of putting out fires all day. She says “a really great day is when I am able to make a difference in the life of one of my clients or help a team or Advisor solve a problem.” Pam worked her way up from a 20-year-old on the switchboard, attending college part-time, to a Financial Advisor, Branch Manager and now Complex Manager.
So, take a look at a day in Pam’s life that goes according to plan.
4:30 a.m. alarm goes off, listen to the pre-selected news channels on Alexa
5:00 a.m. Check work emails – home office is 2 hours ahead of me. Feed animals, dogs, cat & pig
5:30 a.m. Dress in workout clothes and head to the gym in my office. Drive the 50 min to my office in Cottonwood Heights from Oakley, listen to the TED talk my son sent me and then Bloomberg News.
6:20 a.m. work out, shower and dress. Head up to my 5th floor Cottonwood Parkway office.
7:30 a.m. get settled, start computer and then walk around the office checking on everyone.
8:00 a.m. Approve Advisor trades from yesterday. Process and Approve other work in my que, check and answer emails and deal with any issues from Advisors or staff that came up on the walk-about.
9:00 a.m. check client accounts and handle any issues
11:30 a.m. Lunch appoint with recruit
1:30 a.m. Follow up with recruiting notes and items recruit requested.
2:15 a.m. Coaching new Financial Advisor trainees
3:15 a.m. Coaching with Financial Advisor team
4:15 a.m. Tie up loose ends before leaving office, make recruiting calls to set appointments for next week
5:15 p.m. 50 min drive home, return calls from today and then listen to book on tape.
6:30 a.m. Take dogs for walk
7:30 a.m. Dinner, clean up, tidy house, laundry
9:00 a.m. Maybe watch Netflix or go to bed and read
10:00 a.m. Read and then lights out
A little bit about Women’s History Month:
The national celebration began in 1981, when Congress authorized the President of the United States to proclaim the week beginning in March 7, 1982 as “Women’s History Week.” After turning it into a full month in 1987, in 1988 Congress passed additional resolutions giving the power to the President to sign off on every March being designated as “Women’s History Month.”