On this episode of Worth It, Dustin R. Granger, CFPⓇ and I interview Jesse Patel, the cofounder of Workflowy, the fastest, most flexible list maker on the planet and one of our absolute favorite tools for business and at home. We discuss how this simple, but powerful tool has changed our lives and his. We dig into his journey from working a typical 9-5 job, to joining an incubator, to creating the ultimate list-making program, where you can shift focus from the big picture to minute details in a fluid fashion. So take a pause from your to-do list and listen to our interview with the creator of the ultimate to-do list app!
According to Jesse Patel, it’s a way to think big, but start small. It is basically a giant to-do list, where you can dump all your ideas in and then create order from the chaos. From podcast notes to procedure manual, Dustin and Danielle use WorkFlowy at work (it’s completely essential to their business!) and at home. As Dustin says, it becomes an extension of your brain, where you can work out your thoughts. It is the perfect tool for thinking and focusing because you can shift your focus from big picture ideas to the tiny details in a fluid fashion.
The app appeals to people on both poles of the organization spectrum, from Type A to the more scattered brain types. It fulfills a core need for people, to be able to see all their thoughts catalogued and searchable. It has been used by doctors, lawyers, screenwriters, and more. No matter the career path, users can create their own systems and processes tailored to whatever business they are in.
Even though the key to WorkFlowy is the simplicity, Jesse hopes to continue to improve and add to the app. One of the key features he believes is missing, is a dates & reminder system – a way for the app to pull out certain parts from across various lists and create a daily to-do list. Despite this challenge, users continue to use the app for hours a day. Danielle put it best, once you use, you are hooked and there is no going back.
Jesse is a CEO of a successful start-up, father to twin toddler girls, and loving husband, how does he do it all? He stresses the importance of setting up specific work hours during the day in order to not fall back into his workaholic ways. Jesse also learned to understand when to step back in his business and trust in the work of others, you can’t do all the things always. Occasionally you also need to give yourself some space (maybe on a skateboard) to be creative.
Jesse Patel is not affiliated with LPL Financial.
What if you had a clear formula to help you figure out how much to save… while paying down debt and enjoying life? It is possible… when you know your numbers.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Copyright 2019 Advisor Launchpad.
Securities offered through LPL Financial. Member FINRA & SIPC. Advisory services offered through GWM Advisors, dba Toujours Planning, a registered investment advisor. GWM Advisors and Toujours Planning are separate entities from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, CA, CO, DE, DC, FL, GA, ID, IN, LA, MI, MS, MO, OK, TX, VA.