TAKE BACK CONTROL
What is the secret to sustain and grow your wealth in the most effective and efficient way? In this interview with Sherilyn Williams Casiano, Founder and CEO at S.I. Williams Wealth Management LLC, she revealed the keys to successful wealth management based on her years of experience in the family office industry, and how having access to high quality information is a prerequisite for gaining true control of your wealth.
Q Thank you for taking the time to talk to us today. Let’s start this interview by you giving us a glimpse of what your day looks like as a successful leader of a reputable wealth management firm.
A My day starts with a 4-mile run. Then I get my two boys ready for school. After they’re off to school, I spend a few minutes reviewing my carryforward To Do previous day, making a new master action list of at least 7 things that I want to accomplish today. Then, I review and organize the details of open identify s missing, what’s critical, what I need to initiate, and what I’m waiting for someone else to initiate. If I have meetings scheduled, I create, review or revise the meeting agenda. I then spend my day managing my checklists, calls, emails, and requests from clients and their advisers.
In general, I work with a master list of tasks and a series of specific lists for each of my clients to manage all of the projects and recurring activities.
To manage my email, I use a series of sub-folders set up in Outlook to manage communication with my clients, their trusted advisers, and my business relationships.
During the day, I manage project accountabilities for several projects, specifically: DWIMBS software enhancements; individual clients’ projects and activities; and various executive and business development projects, such as our new webinar series, my forthcoming book Take Back Control, and developing our Family Office Operations Consulting business.
When my boys were in grade school, I was very active in their
