Winning Clients in a Wired World - Front Cover








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“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

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.

Seminar Content for Client Appreciation Events

Want to solve some of your clients' most common (and most vexing) technology problems? Here are some resources that can help.
(page 115)

101 Ways to Get Closer to Clients

Looking for reasons to keep in closer contact with your best customers and clients? Try a few of these ideas.
(page 116)

Suggested knowledge journal uses

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)

Time is money worksheet

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)