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In the commercial equipment finance and leasing industry, top originators don’t just react—they plan. They approach each week with intention, clarity, and purpose.
There are two types of successful planners:
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The Friday Strategist: These originators close out the week by mapping out the next. Before heading home, they’ve already outlined their priorities, scheduled key touchpoints, and set the tone for Monday.
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The Monday Architect: These originators start the week with focused energy. First thing Monday morning, they craft a plan that aligns with their goals and sets a clear path forward.
Regardless of style, both are ready to execute by the start of the workweek. Their success isn’t accidental—it’s built on discipline, and foresight. A written plan creates personal commitment and personal accountability.
In coaching individual originators, one truth consistently emerges: creating a weekly plan is rarely the problem. Execution is where the real challenge lies.
Originators often say, “The unexpected creeps into my day, and well-intentioned plans quickly get placed on the back burner—it’s just the nature of the job.”
When daily chaos dictates priorities, and distractions (however inefficient) determine activity, the outcomes suffer. Preferred results are missed not because of a lack of strategy, but because the strategy is abandoned.
Top performers know that discipline isn’t just about planning—it’s about protecting the plan. They build buffers, anticipate interruptions, and commit to execution with the same energy they bring to their designed plan.
Planning creates potential efficiencies. Execution delivers the most efficient results.
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