Posts

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. Read more