Winning Clients in a Wired World - Front Cover

   About Kip
   Welcome Letter

“It's refreshing to read a book geared toward financial services professionals that is immediately usable, concise, cohesive and substantial in content. In a information saturated industry, Kip Gregory delivers innovative technology based solutions to help advisors break through the clutter, save time and market more effectively. Advisors seeking to gain a substantial competitive edge and improve practice efficiencies will greatly benefit from this book.”
—Mary Quist-Newins, CFP, ChFC, CLU, Regional Management Associate, Senior Financial Consultant

About Kip Gregory

Kip Gregory specializes in coaching financial services professionals and companies on how to win and keep more business through smarter use of technology and the Internet. He is the industry's leading authority on using computers and the Web to create time-saving, money-making, franchise-building systems.

A popular speaker at sales meetings and conferences, his sessions offer quick, innovative and inexpensive ways to harness the power of the PC to develop and sustain closer relationships with clients, customers, prospects and strategic partners — practical ideas attendees can apply within minutes of returning to the office.

More than 30 years of experience in marketing and senior management across insurance, securities, banking, brokerage and direct marketing has given Kip a unique perspective on how to achieve competitive advantage in the financial service arena.

Before founding The Gregory Group in 1998, Kip spent 14 years developing and managing businesses for GE Capital and other financial services companies, testing and refining many of the strategies and tactics he now teaches. During that time his units created billions in assets and consistently surpassed their profit targets.

For more information on his coaching and consulting services, visit