The Word for the Day--Every Day!

Recently, I listened to one of Brian Buffini’s coaching tips on Prioritizing Your Day and I realized that that single tip, if we can all remember it, can make every one of our days far more productive, less stressful, and thus more profitable in our business and more enjoyable in our lives! Buffini’s Peak Producers Training Program focuses on building our business by focusing on referrals from our Sphere of Influence, so his suggested prioritizing starts with People. Current clients of course would come first, but if we think about who among our sphere is most important/helpful/responsive, ie, those we might consider our business advocates, and focus our time on them first, we’ll enhance our success. Of course, prioritizing this way can also help us realize on whom we should spent less time!

Buffini goes on to say that once we prioritize the people we want to focus on, we then can prioritize the actions we need to perform to optimize our ongoing service relationships with people, showing our professionalism as well as our appreciation for their business and their referrals. So, what will we do to interact with those important people when we engage with them?

Then, once we have set our priorities of people and actions, Buffini says, we can then more easily prioritize our time. And knowing the impact of proactively working with our key people, we should be more aware of the need to protect and make best use of our time.

Finally, he concludes by noting that prioritizing has two dimensions to it, that of focus and that of boundaries. Keep in mind that focus will be difficult if not impossible if we don’t set boundaries! Buffini reminds us that we should spend our time and energy on the people who deserve it, not just those who only need it! Of course, our business is serving client needs, but we’ve all had those energy sucking clients, friends, or that kindly agent down the hall who loves to chat without asking us if we have a moment, so Buffini suggests a few of the tips we’ve covered in the Playbook before: don’t answer your phone, turn off the dinger on your email device, (oh, no mine just rang!!) close your office door at least part way, and maybe offer that friend/agent a chance to chat later once you finish your tasks. All good ideas, and much easier to implement if we remember the goals of prioritizing and setting boundaries: to enhance our business, reduce stress, and enjoy life and family more and more!

Have you set your priorities for today . . . for next week . . . next year?

David M. Hassler

VP, Director of Business Development