All Geared UP!
As is the case in football where halftime in the
locker room is a time for reflection, adjustments and
maybe some celebration; so too is this a perfect time
for us to conduct our halftime “quarterbacking analy-
sis” of our own performance.
What do you think? Did your predictions come
true? So many of us in lending, as well as our clients
and referral partners, reacted in the same manner as
an offensive line after just hearing an audible call for
a defensive blitz; making quick adjustments, stressing
about what was going to happen next and how to
execute a good play.
Now is the time to head into the locker room
and reassess your strategy to ensure a win! Whether
you are ahead or behind in the game, right now, you
can make the appropriate modifications to ensure or
change the outcome.
What should you be doing while I’m in the locker
room to modify, improve, tweak or stay-the-course
with your game-time strategy? Well, here are some
suggestions to get you started.
Find your business plan. You know... the one you
wrote and put on a shelf or saved in a folder that you
now can’t seem to find. Remember, a business plan
is a living document, not something to simply write to
pacify your manager and then not utilize.
Assuming you have a plan, let’s take a closer look
to determine what your goals for the quarter or year
were. Are you tracking your activities, budget and re-
sults? Whether you are winning or losing, if you consis-
tently track your activities and results, you are leaps and
bounds ahead of those who don’t know where their
business is coming from or how they have arrived at
By Jennifer Du Plessis
Hard to believe; we are more
than halfway through 2017.
Seems like just yesterday that we
elected a new President and what
a whirlwind our thoughts were at
that time – between the results of the
race with a same-day rate increase,
and our attempts to comfort our
clients about the impact the Fed-
eral Reserve might have – we sure
had our work cut out for us.