“ Winning Clients is not a book to read, it is a book to use…a combination reference piece, workbook, and software manual…written specifically for financial advisors. I’ve implemented the Knowledge Journal on a couple of projects and feel more in control already. Kip puts success in gathering assets, experience and expertise in marketing, an understanding of technology and how to use it, and the ability to communicate complicated concepts simply all under one cover, which makes this book a winner.” —Lawrence Blonquist, President
Turnberry Financial Services 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.
Throughout the year, Kip's advice is shared with nearly 200,000 readers of two leading industry magazines: On Wall Street and Advisor Today.
For more information on his coaching and consulting services, visit www.kipgregory.com.
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