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Monday

Banking Moments of Truth, Session 6

In the five previous Moments of Truth we briefly overviewed the basic concept of Moments of Truth, and the specific Moments of Truth of “who’s calling?” and “may I tell ( name ) who’s calling”, listening to our tellers and CSR’s, cross Serving as opposed to cross-Selling, and returning phone calls.

Today we emphasize a “time” Moment of Truth that should occur during our first 30 awake minutes of each day, or during the last 30 minutes before we go to bed: Making, and prioritizing, a “to do” list!

It’s a proven fact: the vast majority of people who make daily “to do” lists, and refer to them daily, accomplish far more than those who don’t. It just keeps us focused on doing the important things, not just the easy things! Will you accomplish everything on your list every day? No! Will you accomplish more if you work off a list? Absolutely!!!

A few quick tips: At least initially, limit yourself to a maximum of ten “to do” things on your daily list. Then beside each one, put an “A”,
“B”, or “C”, with “A” being the most important. Then rank each “A” as A1, A2, A3, etc. Try to have no more than four things on your “A” list. Now, the real key: since you’ve determined that the “A” list items are the most important, do A1 first, A2, second, A3 third, etc....and don’t do “B” and “C” things ’till the “A” list is done! If you only get your “A” list done, you’re way ahead of your “no list” competitors!

Making a “to do” list and following it as closely as you practically can. It’s the proven habit that helps you achieve your personal and bank goals. If you’d like more no cost, no obligation thoughts on “to do”
AND “to delegate” lists, call me at 615-477-2420, or contact me through our website.

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