Balancing Act: A Day in the Life of Kimsey Hollifield, Founder and CEO of Hollifield Financial Group
Meet Kimsey Hollifield, the founder and CEO of Hollifield Financial Group, headquartered in Summerville, SC. Kimsey manages over $100 million in assets and oversees offices in Asheville and Jacksonville. His firm received the prestigious Thrive Award in 2019 from WealthManagement.com, a recognition reserved for the fastest-growing financial firms in the country. Join us on this journey as we delve into a typical day in the life of Kimsey, where every minute counts.
Early Morning Routine: 5:00 am — 7:00 am
Kimsey’s day begins with a two-hour window of self-care and productivity. As a marathon finisher, he keeps up with running and uses this time to stay physically active while also nurturing his mind. Here’s what he accomplishes during this time:
Running and Learning: Kimsey doesn’t just run or bike; he also uses this precious morning time to listen to inspiring audiobooks or watch educational videos on YouTube. This combination of physical and mental exercise sets a positive tone for the day.
Strength Training: To keep things simple and effective, Kimsey incorporates kettlebell exercises, pushups, pull-ups, and dips into his routine, ensuring that his body stays strong and resilient.
Morning Ritual: After his workout and learning session, it’s time for a cup of coffee, a moment of prayer, and checking his emails.
Todoist App: Kimsey uses the Todoist app to manage his to-do list efficiently. He tags these tasks as “AM LIST” to prioritize and tackle what needs immediate attention.
Quality Time with Family: 7:00 am — 9:00 am
Between 7 and 9 am, Kimsey dedicates his attention to his daughter. This special time includes a hearty breakfast together, allowing them to bond over a nourishing meal and create lasting memories, setting a positive tone for the day ahead.
Zoom Meetings & Business Operations: 9:00 am — 11:00 am
Individual Zoom Meetings: Kimsey prefers smaller, individual Zoom meetings during this time. He believes that shorter, more focused meetings are better than lengthy ones with multiple participants who may not contribute effectively.
New Client Acquisition: 11:00 am — 12:00 pm
Executive Banker in Asheville: At 11 am, Kimsey has a Zoom meeting with an executive banker in Asheville. They are working on optimizing his life insurance, increasing coverage from $250k to $750k without additional costs, and setting up gifting accounts for his children to leave a legacy.
Client Services & Staff Meeting: 12:00 pm — 2:00 pm
Long-Time Client: In the early afternoon, Kimsey meets with a long-time client. They are not only handling a 401k rollover but also discussing comprehensive income planning to ensure a smooth and enjoyable retirement. Kimsey’s clients rely on him for peace of mind, not just financial gains.
Extended Staff Meeting: From 2 pm, Kimsey leads a comprehensive staff meeting over Zoom, which lasts an hour. This weekly meeting ensures that everyone’s week goes smoothly, clients are well taken care of, and the firm operates seamlessly.
Admin Focus: 3:00 pm — 4:00 pm
Task Batching: During this time, Kimsey focuses on administrative tasks, explaining that batching tasks allows him to maintain focus, as different types of work require different mindsets. When dealing with bills and administrative matters, he can put on his “admin hat” and tackle these efficiently.
Client Presentation Prep: 4:00 pm — 4:30 pm
Client Presentation: From 4:30 pm to 5:00 pm, Kimsey prepares for a crucial pitch. His firm consistently brings in over $20 million in new assets each year, and it’s important for clients to see him leading these efforts, ensuring they know the founder and the entire team are committed to their financial success.
Family Time and Evening Wind-Down: 5:30 pm — 8:00 pm
Disconnect and Reconnect: Phones off, it’s time for a family dinner. Afterward, the family enjoys quality time with a run to the duck pond, a heartwarming tradition that strengthens their bond.
Bedtime for Little One: Kimsey’s daughter goes to bed at 8 pm, and he and his wife savor this quiet time together on their back porch, sipping a glass of wine and unwinding.
Every day is different for Kimsey. Some are filled with seminars or exciting events, while others are packed with in-person meetings or back-to-back client interactions. Regardless of the schedule, Kimsey’s ability to balance his roles as the founder and CEO of Hollifield Financial Group, an award-winning financial professional, and a loving dad is a testament to his dedication and the art of mastering life’s intricate financial puzzle.
To connect with Hollifield Financial Group, visit https://www.hollifieldfinancial.com/