Winning Clients in a Wired World - Front Cover








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“It's refreshing to read a book geared toward financial services professionals that is immediately usable, concise, cohesive and substantial in content. In a information saturated industry, Kip Gregory delivers innovative technology based solutions to help advisors break through the clutter, save time and market more effectively. Advisors seeking to gain a substantial competitive edge and improve practice efficiencies will greatly benefit from this book.”
—Mary Quist-Newins, CFP, ChFC, CLU, Regional Management Associate, Senior Financial Consultant
Thrivent

Time is Money

You've heard that phrase before. but have you ever actually stopped to figure out what it means to you?

On one hand, there's what you're worth, the fee you charge for an hour of your time: $100, $200, whatever. On the other hand, there's your earning rate-what you actually make for each hour you work.

And then, for most people, there's the gap in between-their productivity gap.

This worksheet will help you calculate how productive you are right now and give you a sense of how much more productive you could be by applying the concepts contained in Winning Clients in a Wired World. To get started, fill in the blanks in the left hand column and then click on Calculate.

For an explanation of your results and examples of where Winning Clients might help improve your productivity, click here.

Input:

Annual compensation:
Avg hours worked a day:
Vacation days per year
(1 wk = 5 days):
1 hour of your time is worth:


Output:

Actual daily earning rate:
Actual hourly earning rate:
Productivity ratio:
Potential daily earning rate (at 100% productivity):
Value of saving 15 min each day for a year:
60 min:
Potential annual compensation (at 100% productivity):