Winning Clients in a Wired World - Front Cover








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“Looking to simplify your life, increase your earnings, and significantly increase your level of productivity? Read this book. Kip does a brilliant job in eliminating the trepidation advisors feel in utilizing technology. His tips are useful, practical, and easy to apply.”
—Keith Gregg, Executive Vice President
Dunham & Associates

Suggested Journal Uses

Chapter 1, Keep What's Critical at Your Fingertips (read an excerpt), suggests six must-have sections to include in your knowledge journal. Here's a list of additional sections worth considering:

  • Articles you've written
  • Best practices you've developed
  • Book summaries
  • Business plan content
  • Career management strategies
  • CE study guides
  • Checklists
  • Competitor intelligence
  • Computer instructions
  • Conference/meeting notes
  • Daily diary entries
  • Drafts of articles you're writing
  • Driving directions
  • Factoids
  • Famous quotes
  • Folder contents
  • Frequently used text
  • Goals and objectives
  • Job descriptions
  • Ideal client profile
  • Job search information
  • Letter templates
  • Lists of useful web sites
  • Links to other files on your hard drive
  • Marketing calendar/schedule
  • Meeting agendas
  • Mission and values
  • Newsletter ideas
  • Office procedures
  • Performance review material
  • Personal anecdotes
  • Proposal content
  • Q & A scripts
  • Sales ideas
  • Scratch pad
  • Software/hardware inventory
  • Statistics
  • Status reports
  • Swipe file
  • Target market information
  • To do list
  • Work flow sequences