Top producers in the commercial equipment leasing and finance industry are busy professionals. Time management is vital in moving transactions, relationships, and careers forward. Originators often get caught up in their daily routine and they lose track of the bigger objectives.
A seasoned originator recently explained how he focuses on his priorities every day. On a daily basis he reviews:
HIs top five top priorities for the specific day
His top three priorities for the week
His top priorities for the month
His top priorities for the quarter
His top priorities for the year.
This ten-minute daily exercise also includes making sure that all his priorities are aligned. It allows him to focus on the big picture. It helps him to prepare for a productive day ahead. On Friday afternoon he reviews his results to measure his weekly effectiveness. This process keeps the originator accountable to his personal goals and objectives.
Setting priorities often include new paths to stronger relationships with both vendors and end-users. Top originators are enhancing their personal careers by expanding their scope of influence and using their knowledge and value to attract sustainable relationships. Their priorities are aligned with personal growth and personal success,
What are your priorities for today, this week, and the fourth quarter of 2020?
Survive - Thrive - Lead
This "Sales Tip" is provided by Wheeler Business Consulting.