Winning Clients in a Wired World - Front Cover








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“I only wish I had read this book before I became a financial advisor; I could have saved thousands of hours of research and frustration. I would not hesitate to recommend that others buy it. It is invaluable!”
—Lee Pence,
Pence Financial Advisors/The Strategic Financial Alliance (SFA), Inc.

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Purchase Premium Worksheets

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

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