Winning Clients in a Wired World - Front Cover

   About Kip
   Welcome Letter

“Very few books get you talking to yourself, saying thigs like "Wow, I didn't know that!" or "THAT will be extremely helpful." This book is one of them. What makes it a must read for those of us in the financial services industry is that it's written for us. It's full of ideas for making our professional lives more manageable.”
—Charles Kittredge, Senior Vice President of Marketing
National Life Insurance Company

Forms & Worksheets

The tools on this page will save you time, money, and energy in mapping out and executing improvements in your business. The first four are yours free. Be sure to take advantage of them!

* - Available shortly

Sample knowledge journal

Learning to keep critical information at your fingertips is the key to improving productivity. Here's an example of what your knowledge journal might look like, complete with table of contents, sections, subsections, and hyperlinks. For more information on knowledge journaling, click here.
(page 10)

Self Assessment Questionnaire

This free form helps clarify your goals, strengths, weaknesses, and opportunities for improvement by evaluating five key components of your current business structure.
(page 47)

Checklist of Challenges

You face an array of business-building issues. This checklist will help you identify and prioritize which areas you want to focus on in moving your business to the next level.
(page 37)

Technology Toolkit Shopping List

Consisting of more than 200 programs highlighted in Winning Clients in a Wired World, organized by product category, this free list deciding which tools to incorporate into your business a snap. Includes the Web site address for each resource mentioned.
(page 230)

Premium Forms

The templates in this package will save you hours of time in organizing your business improvement efforts, from mapping out what you do to taking inventory of 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