MAKE YOURSELF A FINANCIAL INSTITUTION BINDER!

If you are an experienced business manager you understand how important it is to be organized.  This career has many demands and requires a natural ability to multi-task.  One of the most valuable and inexpensive tools you can make for yourself is a Financial Institution Binder.  You need only a few accessories:
                                                    -NEW heavy duty 2" binder
                                                    -Plastic sheet protectors with top-load opening
                                                    -Indexed dividers
                                                    -3 Different colored permanent markers

Assemble your binder into 3 sections:
                                                    1)  Phone Numbers and Manufacturer's Rates
                                                    2)  Conventional Bank Financing/Leasing
                                                            Subsection Examples :   Scotiabank
                                                                                                   TD/Canada Trust
                                                                                                   Bank of Montreal
                                                                                                   HSBC
                                                                                                   Royal Bank
                                                                                                   Credit Unions
                                                                                                   Financialinx
                                                    3)  Sub prime
                                                            Subsection Examples:  Scotia Dealer Advantage
                                                                                                 VFC
                                                                                                 Wells Fargo
                                                                                                 HSBC Sub prime
                                                                                                 Americredit
                                                                                   
Separate each subsection with an index divider that is labeled using one color marker per section (Phone Numbers and Manufacturer's Rates dividers may be labeled with a black marker; Conventional Bank Financing/Leasing dividers may be labeled with a  blue marker)...you get the idea.  

Insert current phone listings and rate sheets for each institution in the plastic sheet protectors.  When new phone listings or rate sheets come by fax, replace the current sheet with the new one.  It's fast and easy!  You can keep important updates from each financial institution in that section of your binder too, with or without the sheet protectors, just a 3-whole punch works well, filed behind the rate sheets.  Everything is at your fingertips!

This may seem like an elementary and tedious step to take.  Believe me, the faster you can access current information, the more time you can spend in front of your customer, building rapport, asking questions and presenting products.  It's the small things practiced consistently that make a BIG difference. 

Later this week, Part 2 of Getting Organized, Forms, Forms, Forms, a semblance of order.  This is Step 1 of a several part series to bring you suggestions and ideas for an efficient, successful and productive business office. 
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