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“A great reference for any advisor who wants to take fuller advantage of today's computer and Internet opportunities.” —Ric Edelman, Chairman, Edelman Financial Services, Inc.
Author of The Truth About Money Order Now!
If you're ready to own your copy of Winning Clients in a Wired World, click here.
Or maybe you want to purchase the forms and worksheets included in the book to make designing and implementing your improvement plan easier. The templates in this package will save you hours of time in organizing your business improvement efforts, from mapping out what you do to inventorying what you own to collecting information on the audiences you're targeting, and more. Guaranteed! Here's what's included:
1. Software Inventory Summary
2. Program Feature Worksheet
3. Workflow Worksheet
4. Online Research Checklist
5. Communication Planning Worksheets
6. Macro Writing Worksheet
7. Task Delegation Worksheet
8. Top Client Profile
Click here to purchase the forms.
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