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JBL’s “Top 30" Work-Habit Workout
Here is a list of work habits that ha ve served me well during my career.
I hope they are ITe/ pful to you as you go down the road! — Jimmy Lee
1. work hard. There is no substitute for hard work.
It takes 10,000 hours of practice for musicians and
athletes to master a particular skill.
2. Know your stuff cold - ice cold. Don't rely on the
knowledge of a Specialist when you talk to a client.
You must be viewed as an expert and be prepared
for every conversation.
3. Prepare like crazy. There's no such thing as being
over-prepared. Do your homework. Being prepared
for anything and everything will give you increased
confidence and make you unflappable.
To prepare for any client presentation for any major
deal, l will meet with the deal team every single day
to make sure we leave nothing to chance.
4. Be a great partner. Help others. Treat your
internal colleagues as you would your clients. Treat
everyone the way you would like to be treated.
5. Anticipation and Follow-Up. Anticipate what your
boss or client will want to know and surprise him
or her with the information ahead of them asking.
Follow all meetings and conference calls with a
short email that identifies follow-up, accountability
o. Go the extra mile. Always do more than what you
were asked to do. Doing what you were asked shows
that you can execute. Doing more shows that you
are driven and can think strategically.
7. Don't guess. If someone asks you a question,
never begin your answer with “l think. .." Know the
answer and deliver it with confidence. If you don't
know the answer, be up front and ask for time to
find it. A right answer that takes a little bit longer
to get is always better than a quick, wrong one.
8. Make lists. Making a daily to-do list first thing in
the morning keeps you focused on what's important
for the day ahead. The same is true about keeping
your desk clean and organized. Sharpen the axe to
ensure you can effectively manage your time.
9. Being on time ls being late. If a meeting is
scheduled to start at 9:00 a. m. be there by 8:45 a. m.
at the latest. lf ¡t is a meeting with a client and other
banks, be there by 8:30 a. m. to get yourself and
your team positioned properly.
1o. Build your network. One of the best things
about working for a global, 250,000-person
company like JPMorgan Chase ¡s that you can build
a broad-based, diverse network. Find people that
have the skills or characteristics you want to learn,
and ask for their help ín acquiring those skills. This
is something I do outside of the company with equal
and vigorous focus.
1. Ask questions. Never be embarrassed to raise
your hand and ask a question when you don't
understand something - that's how you learn.
Whatever the question, chances are you aren't
the first and won't be the last to ask it.
2. Seek enjoyment out of the learning process. I've
been in this business for more than 35 years, and
can say firsthand that there’s something new to
learn every day. That's a big part of the reason
why people choose to work ¡n this industry - it's
constantly evolving. If someone tells you they know
it all, they're lying. Be enthusiastic about learning
because the day you stop learning is the day that
you stop being able to develop the best solutions
for your client.
3. Learn by doing. Client interaction and deal flow
¡s how you learn. The more of both, the faster you
learn. Strive for both ¡n your area and try to learn
from the best.
4. Be really current. In our business, information is
key. Whether it's reading about the markets, industry
trends or our clients, starting the day with all the
news feeds "and major media outlets is not optional.
If you don't, you'll always be playing catch up.
J PMORGAN CHASE & Co.
5. Follow all of JPMorgan Chase. Be sure to stay
up-to-date on what’s happening at JPMorgan Chase.
lf clients feel like you don't know what's happening
with your own firm, they won't be able to trust you
with their business. Your business card carries the
weight of the firm behind it, so it's up to you to
know everything you can about the company and
be an ambassador for it.
Controlling your Destiny
1. use your energy on what you can control. There
will always be things that don't go your way or that
are outside of your control. So focus on what you
can control - giving 100% every day and stríving to
be the best at what you do.
2. Be a positive force every day. Whether it's with
yourself, your colleagues or clients, make your
presence felt in a positive way.
3. Speak up but do it respectfully. Don't be afraid to
voice your opinion or disagreement. Just do it with
the same respect that you would want from others.
4. Build equity. Developing a strong reputation as
someone that can be counted on to get things done
is one of the most important things you can do.
The personal equity you build by working hard and
helping others is the key to your long-term success.
S. Have several mentors. One of the best things
about working for a company like JPMorgan Chase
is that there are countless talented people that
can mentor you. Find people that have the skills
or characteristics you want to learn, and ask for
their help in acquiring those skills. And pay it back
by being a mentor yourself.
6. Play for the long term. Executives aren’t made
overnight. You have to put in the time and hard
work to gain the experiences that will prepare you
for your next role. lf you always do the right thing
for the firm and our clients, your own success will
follow, but it will take time.
7. Take ownership of your career. Even with mentors
and good managers, you can't be successful unless
you take ownership of your career. That way you
get to decide where your career goes. otherwise,
someone else will and you might not like the
direction they take it in.
8. lf you make a mistake, admit it. Mistakes happen
to all us. Hiding it will make it worse. Owning up to
a mistake is the only way to learn from it so you can
get it right the next time.
9. Look sharp. Dress for the job you want. Your
appearance is the first thing people notice and
always looking your best shows that you respect
your work and your clients.
10. Be responsive. Return all emails and phone calls
as soon as possible. I try to respond to all calls and
emails the day l receive them.
11. Be respectful. When you are with our senior
executives in a meeting, listen and learn from them.
Don't spend the meeting flipping through the deck.
This is how you learn investment banking - not in
school and not in your cubicle.
12. Show good Judgment and respect to others junior
to you. If you are supervisingjuniors think about
the workload at the beginning of the week and plan
accordingly. Giving out assignments on Friday
night for work you knew about on Monday ¡s not
13. Exercise humanity. Before we offer someone
a bigjob Jamie always asks, Would you want your
child to work for that person? At the end of the day
we are all human beings sharing the same planet.
14. Be as serious about your health as your work.
These jobs are so demanding that to master them
you must look after yourself. Eat smart. Exercise.
Take time to recharge. of all habits you want to get
into - this is the most important.
15. Family comes first. There will be times when you
have to choose between work and family. Choose
family. Nobody retires saying they wished they
spent more time in the office, but countless people
have regretted that they didn't spend more time