Founder and Financial Planner, Delancey Wealth Management

>> My name is Ivory Johnson and I'm a certified financial planner. Well, I help individuals and small businesses essentially identify very specific financial goals and I developed a game plan to help them get there. A busy day would be, you know, clients coming in for meetings, review their portfolio, or perhaps to review their comprehensive financial plan. Those become very hectic because clients want specific details and I have to prepare in advance. Another aspect of my days to do research and development on, you know, different stocks they might have in the portfolio to determine what the price target is, what's my sell discipline. If there's anything changed with the company and if I should then take something out of the portfolio. And if so, what security do I replace it with. Another aspect of my day is obviously we're heavily regulated. And so there are times when auditors come into the office, there are things I have to do to comply with the self-regulatory organizations so that I can remain in compliance. I'm typically going to be up at 5:30 or 6 because I want to read all of the papers. So before I get into the office, I want to have read Wall Street Journal, Bloomberg, CNBC. I like to read Seeking Alpha, the New York Times, the Washington Post just to see if there's an event that day that will have a significant impact on the markets. Once I get into the office, I probably will have earmarked one or two-- anywhere from one to five articles that I would have read in-depth because they may have specific information again, about one of the securities there in my portfolio. With the advent of technology, I can read all those documents right on my iPad so that when I get into the office I have a good sense of what my day is going to look like. Again, once I get in, I usually have a checklist of things that have to get done. I have to return so and so's call. Maybe I have some administrative things that I have to clear up. Maybe I have to deal with compliance issue. So there are things that have to get done before I leave for the day. After that, there may be a marketing event for example. I may have a prospect coming in where, you know, I need to explain to them why maybe I'm a better fit for them than of my competitors. But the day is usually filled up and I try not to go home unless I've completed my checklist of things that I set out to do before I went in the office.