Successful Financial Guru is a List Maker

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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. Read more

Shopping for Clothes with a List

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This weekend my husband was cleaning out his closet – so I was inspired to do the same thing. Our approaches were quite different – he was done in 10 minutes after giving each item a quick glance.

I, on the other hand, had to try on EVERYTHING with the right shoes and undergarments. Please! How am I supposed to know if it still looks good without seeing the whole look? This process took me two hours. (I have a lot of clothes.)

Closet-Cleaning Strategy

I made five piles to keep myself organized as I went through my clothes and shoes:

1. Keep: Stuff that I have worn in the past six months and look really good on me.

2. Donate: Stuff that I really loved at one point but no longer fits, I’m tired of wearing or I’ve never actually worn (I know I’m not the only one who has done this! Right?) If you don’t know where to donate your clothes — here’s a list for “Getting Rid of Stuff.” Read more

A List for a Happy Baby

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I’ve gotten to the age where everyone is either getting married or having babies. It’s like when you’re 13 and everyone is having a bar or bat mitzvah and you wish you were Jewish so you could have one. Or when you turned 16 and every girl had a “Sweet 16” and was learning to drive. The marriage and the babies stage are the same. Except…those who don’t have them are either happy without them or yearning for them. It’s a mixed bag.

Me — I’m not ready to be a mom but from what I’ve heard…your life is turned upside down by that little human — in a good way. And your priorities and entire schedule completely changes. But guess what — a list will help you cope!

My good friend Arianny is a new mom. She said that one of her friends told her about buying second-hand clothes for her baby, so she can save some money to spend on other things, like diapers.  Anyway, she wrote me this email recently:

You would be proud: I keep a list of everything I need to pack in Gabriel’s diaper bag in the side pocket of the bag. Every time I pack it to go out, I take out the little list. Everything from bottles to toys. It’s the key to a happy baby.”

Here is Arianny’s list of things that I think should be kept in diaper bags (recently updated because he just started solids):

1. Diapers

2. Wipes

3. Burp Cloth

4. Bibs – lots of them

5. Blanket

6. Bottles & Water

7. Formula

8. Pacifiers – a couple for when they drop and get dirty!

9. Change of clothes/PJs

10. Solid meal

11. Spoons

12. Toys/Teether

Don’t forget the tablet with those sing-along songs that helps baby sleep. Who knew having a baby would have so many accessories! But it makes sense — being prepared for a new task is all you need to be successful and less stressed out. You’ll even save some time too. Who cares if you need a cheat sheet…even to be a good mom. Trust me — your baby won’t mind!

The Power of a Pro vs. Con List and a FREE Giveaway

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This blog is three posts in one:

1. A case study of the power of one of my favorite kinds of lists: the pros/cons list.

2. A plug for a cool website and the pre-made list paper they make.

3. A chance for you to win FREE list paper from KnockKnockStuff.com.

 

 

WHO: Colleen Cappon – my colleague and a non-list maker

WHAT: Colleen and her fiancée Chris are getting married and having trouble planning their honeymoon

WHEN: Their wedding is in October

WHY: It’s tough to narrow down the perfect destination to celebrate their nuptials because they are overwhelmed by all the choices

WHERE: This is just the problem! They have too many options and are losing sight of what they really want

The Power of a Pros/Cons List

Enter the “List Producer” with the solution I have for everything – make a list! I told Colleen that a pros/cons list is really the best way give attention to each choice individually. I also shared some cool list paper that I’d gotten from KnockKnockStuff.com for her to write out pros and cons about each resort she and Chris were considering. Read more

Grey’s Anatomy Docs use Checklists…And so do Real Docs

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By now I hope that you’re caught up on your DVR..because I’m going to talk about last Thursday’s Grey’s Anatomy episode. Don’t worry – there won’t be any spoilers. But I will tell you that one of the doctors brought attention to one of my favorite things…a checklist!

Over eager Dr. April Kepner bounced through the halls pestering Dr. Christina Yang about using a checklist to make sure all the protocol was met for one of their patient’s care. Dr. Kepner explained that the checklist has been used in aviation for years and helps to cut out human error.

It’s true – I just finished reading “The Checklist Manifesto” by Dr. Atul Gawande and he notes that airline pilots fill out pre-flight checklists and have crisis checklists incase anything goes wrong in flight. Read more