Plansmith Blog

I’m compelled to relate planning to everyday activity – after all, just because we are bankers, doesn’t mean we don’t experience life’s little pleasures (or displeasures) any more than, say, your average commuter. Today, while legally stopped in a left turn lane, waiting for traffic to clear before proceeding to Plansmith’s office, a man honked and gesticulated wildly because I didn’t pull into the intersection and ready myself for the turn. Never mind I couldn’t make the turn anyway. Conclusion: he didn’t plan well. If he was in a hurry, he should have planned to leave earlier, thereby beating me to the turn light where he, too, would sit and wait for traffic to clear. Maybe he took a different route from home, or maybe I did, causing this situation (I did stop at the dry cleaners – HA! solved).

Almost daily we at Plansmith are asked "what are your other community bank and credit union clients doing about this and that?" or "how do most of your community bank and credit union clients do blah, blah, blah?" (I’m surprised spell and grammar checker didn’t scold me about that technical term). Frankly, we do hear a lot from our clients, and capture some of it, but with over 30 of us at Plansmith talking to you on a regular basis, it’s hard to coordinate, store and apply all of that useful information.