“Winning Clients in a Wired World
provides concise, easy-to-implement strategies for advisors and their teams looking to use technology more efficiently in growing their practices. Even those who are technologically challenged can benefit from its easy-to-follow format.”
—Jim Jessee, Senior Vice President, Director of Dealer Relations
MFS Fund Distributors, Inc.
What People Are Saying
"No matter what your job title, you need to read this book. Your personal productivity will
improve, your customers will appreciate you more, and your business will expand in ways you
have only dreamed about."
"Finally. something definitive about applying technology in the workplace. This book is must
reading for any financial professional who also wants to succeed as a business owner."
"This is one book that won't sit on your bookshelf. Buy two; someone will probably walk off with
the first one."
"Kip Gregory takes the fear out of learning your way around computers and the Internet,
suggesting ways to streamline simple, but necessary, every day business tasks. Using the helpful
hints in this book will enhance anyone's office efficiency whether you're a CEO or a CSR."
"This is one heck of a book. Everybody needs to have a copy of it in their library if not right on
their desk. I've never seen so many tips and insights together in one place. I'm so convinced it
will increase the productivity of my staff I'm building a training curriculum around it for
everyone in my company."
"A dazzling amount of information on how to tap the technology you own to be more successful.
Continuous learning is a critical part of achieving your goals; Winning Clients in a Wired World
spells out step-by-step how to build that competency for yourself or your organization."
—Sharon Gertz, Senior Vice President, Chief Fiduciary Officer