Kip Gregory

Winning Clients in a Wired World (eBook, PDF)

Seven Strategies for Growing Your Business Using Technology and the Web

• Format: PDF

Produktbeschreibung

A valuable guide to making technology work for your business Now that the Internet bubble has burst, financial serviceprofessionals are looking for more realistic ways to use technologyto their advantage. J. K. Lasser Pro Taming Technology offers easyand effective methods to do just that. This comprehensive guideputs what's available today in technology into a cohesiveframework-one that offers a systematic way to think about andimplement technology-to build and strengthen relationships withclients and prospects. J. K. Lasser Pro Taming Technology is avaluable resource for financial service professionals seekingclear, practical advice on using technology and the Internet toacquire and retain profitable business. This book provides readerswith easy-to-use ideas and techniques to successfully incorporatetechnology into their business promotion.

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Produktdetails

• Verlag: Wiley-Blackwell
• Seitenzahl: 304
• Erscheinungstermin: 18. Februar 2005
• Englisch
• ISBN-13: 9780471656449
• Artikelnr.: 37302091

Autorenporträt

KIP GREGORY, Principal of The Gregory Group, helps sales organizations master technology and the Internet to create competitive advantages in their business. His "Working Smarter" and "BizTech" columns are seen by nearly 200,000 readers every month in the pages of On Wall Street and Advisor Today. Specializing in financial services, Kip coaches individuals and teams on what they need to know to save time and make more money. Visit www.kipgregory.com to learn more about his services.

Inhaltsangabe

Getting Started. Some Explanations. And Some Encouragement. What to Do
Right Now. What to Keep on Doing. The Most Important Thing to Keep in Mind.
Chapter 1: Keep What's Critical at Your Fingertips. The Knowledge Journal
Concept. Getting Set Up. A Shortcut for Faster Access. Working Your
Journal. Organizing Content. Building a Group Knowledge Bank. Chapter 2:
Achieve Breakthroughs Systematically. Identifying Opportunities. Three
Steps to Improvement. Technology's Role. The Money Value of Time. The
Economics of Your Business. Inspecting What You Expect. Growth, Change, and
the Nautilus. Chapter 3: Work the Web for All It's Worth. Prospecting
Online. What to Look For. Directories Worth Digging Into. What You Need,
When You Want It . . . Automatically. The Language of Search. Turbocharging
Your Browser. Beyond Google. Chapter 4: Build Relationships Through Better
Communication. How Good Are You? Seven Steps to Improvement. The Pros and
Cons of E-Mail. Effective E-Mail Strategies. Mastering the Electronic
Medium. The Affluent + The Internet = Opportunity. 101 Ways to Get Closer
to Clients. Chapter 5: Present Yourself Professionally. Plan Your
Presentation. A Quick Lesson in PowerPoint. Design Dos and Don'ts. Using
Screen Shots. Repurposing Content. Looking Good in Print. Preparing
"Digital" Handouts. Setting Up to Present. Delivering Your Message. Help
with Public Speaking. The Value of Feedback. Useful Resources. Presenting
Over the Internet. Chapter 6: Automate Time-Consuming Tasks. Tame Your
Inbox. Keep Contact Information Up-to-Date. Manage Frequently Used Content.
Streamline Your Marketing. Keyboard Shortcuts. Let Macros Do the Work.
Add-Ins for Excel and Word. Chapter 7: Get the Help You Need to Succeed.
Resources Hiding in Plain Sight. Virtual Assistance. Interns: Affordable
Workers, Eager to Learn. Streamlining Interviews and Selection. Finding
Freelancers. Leveraging Vendors. Learning Resources. Chapter 8: Assembling
Your Toolkit. Avoiding Disaster. Productivity Tools and Utilities. Where to
Get the Inside Scoop. Buying Hardware. Upgrading Software. Resolving
Technical Troubles. Chapter 9: The Chat Room. Chapter 10: Where Do I Go
from Here? Appendix A: Using Technology to Build a Better Sales Force.
Understand What the Market Wants. Be Clear About What's in It for You. Get
Internal Buy-In Early. Transform Your Traditional Relationships. Appendix
B: Worksheets. Software Inventory Summary. Program Features Worksheet. Work
Flow Worksheet. The Gregory Group's Online Research Checklist.
Communication Planning Worksheet 1. Communication Planning Worksheet 2.
Communication Planning Worksheet 3. Macro Writing Worksheet. Glossary.
Acknowledgments. Index.