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“Kip Gregory is easily the financial advice industry's leading expert on how advisors can use technology more effectively and this book, the ultimate resource.” —Andrew Buntain, Vice President, National Accounts
Dynamic Mutual Funds Other Resources
This page is your link to five fabulous, free resources highlighted in the pages of Winning Clients in a Wired World. Click on each title below to get more information.
Want to solve some of your clients' most common (and most vexing) technology problems? Here are some resources that can help.
(page 115)
Looking for reasons to keep in closer contact with your best customers and clients? Try a few of these ideas.
(page 116)
Winning Clients identifies six "must have" categories of content to incorporate into your journal. Here's a list of 30+ additional topics you may want to consider!
(page 12)
To find out how productive you are and how much more you could be by making better use of the tools available to you, fill in the blanks on this page.
(page 44)
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