Successful Financial Guru is a List Maker

List making can help you strive in so many areas of your life: work, home, relationships, leisure and even fashion! No one knows this better than Joe Duran. He’s this month’s featured “list producer.”

Joe is the CEO for United Capital, a national wealth-counseling firm that is one of the fastest growing companies in the financial services industry. Pretty impressive, huh? Well he owes a lot of his success to being a list maker!

1. Why do you call yourself a compulsive list producer?

Lists keep people synchronized. I expect myself and everyone that works with me to stay on top of all the many things we are working on.

2. What do you make lists about?

I like everyone that works with me to keep two kinds of lists: action lists for any follow up items as well as checklists for repeatable activities.

3. How often do you make lists?

There is not a day that goes by that I am not given multiple checklists and action lists to look at.

4. What type of list do you make the most?

The most important is my weekly power planner list, which outlines what must get accomplished in the current week.

5. How do you make lists? (Handwritten/email/etc.)

Exel and word for recurring lists. On whiteboard for daily.

6. How have you found lists help you succeed?

They help me organize my disorganized mind, let everyone know what I’m working on and help cross-functional teams work consistently across departments. Using checklists has had four specific benefits to our teams: it has shortened all of our meetings, made them measurably more productive, assured that we stay on task and made sure that all important issues are covered with specific decisions and actions taken.

7. Specifically what was the last thing you wrote a list about?

Just finished my checklist for a client workshop in Philadelphia. I’ll have worked on a new list in ten minutes.

Joe Duran is the CEO of United Capital, a national wealth counseling firm that is one of the fastest growing companies in the financial services industry. He is a Chartered Financial Analyst and has graduate degrees from both Columbia University and UC Berkeley. He is the author of two nationally published books: Start It, Sell It and Make a Mint: 20 Wealth Creating Secrets for Business Owners (Wiley and Sons) and The First Time Investors Workbook (McGraw Hill). Check out more at www.UnitedCP.com

 

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  1. […] weekly power planner list, which outlines what must get accomplished in the current week,” says Joe Duran, CEO, United Capital and a successful […]

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