July 2006
Face-to-Face?
Wealth Manager
By Vicky Powers
With the right tools, a phone call can be as effective as being
there in person.
June 2006
Zoom, Zoom, Zoom-A-Zoom
Advisor Today
By Kip Gregory
Now you can network and prospect more effectively with one great
tool.
June 2006
Get Close to Your Clients
Journal of Accountancy
By Michael Hayes
Michael Hayes cites Winning Clients in an article about
using CRMs to generate more business and strengthen client
relationships.
May 2006
Your Own Information Bazaar
Advisor Today
By Kip Gregory
Need some (inexpensive) help locating information? The answer may
be Google Answers.
April 2006
Call Me
Wealth Manager
By Kip Gregory
Tech experts speak out on cell phone features.
March 2006
Web Conferencing Made Easy
Advisor Today
By Kip Gregory
With a plethora of information and options out there, there is no
excuse not to check out this tool.
March 2006
ID theft: How Advisors Respond (Sidebar)
National Underwriter Life & Health
By Linda Koco
Linda Koco cites Kip in a sidebar/call out box that suggests eight
ways advisors can add value for clients around the issue of identity
theft.
January 2006
Prospecting Online
The Register
By Kip Gregory
Specific strategies for using professional association and trade
group Web sites to gather intelligence on people and markets youre
targeting including prospects, centers of influence, and existing
clients.
December 2005
Timely Connections
Advisor Today
By Kip Gregory
Here is an approach you can use at little or no cost to stay
plugged into online sources of news and intelligence related to
clients, prospects, centers of influence, friendswhoever is important
to you.
December 2005
Researching Your Target Markets Online
The Register
By Kip Gregory
How you can use a free online database to zero in and learn more
about the people you sell to.
November 2005
The Patient Gardener
Financial Planning
By Marie Swift
Recommends Winning Clients in a Wired World and references a
number of sites and strategies described in it and Kips Tips
newsletter.
August 2005
Online Tools of the Trade
Investment Executive
By Kip Gregory
These sites can simplify your Internet activities.
August 2005
Close Your Productivity Gap
The Register
By Kip Gregory
This article walks you step-by-step through how to leverage a tool
you already own to save time, make more money, and get better control
of your business.
July/August 2005
Making the Web Work
for Consultants
The Monitor
By Kip Gregory
This article shows you how to use Web content to forge stronger
relationships with clients, prospects, and centers of influence.
May 2005
Tech Savvy
Advisor Today
By Maggie Leyes
Review of Winning Clients in a Wired World where Kip's book
is one of three you should consider adding to your professional
library.
April 2005
The
Search is Over
Advisor Today
By Maggie Leyes
Kip describes how new desktop search tools can free up time and
make your life easier.
April 2005
Making It Your Own
Investment Advisor
By James L. Green
Recommends Kips Tips newsletter as a helpful resource to advisors
wanting to keep up with technology.
April 2005
Practice management with purpose
Senior Market Advisor
By Mike Wehling
Kip discusses a range of free resources that can boost office
efficiency and cut costs.
March 2005
Personalizing the Web
On Wall Street
By Kip Gregory
Save your clients time and frustration--and get to know what makes
them tick at the same time.
February 8, 2005
Technology-Based Business Strategies
Tech Tuesday
By WAMU 88.5 FM
Tune in online for a full-hour call-in session with Kip, hosted by
National Public Radios Corey Flintoff. Kip describes his
knowledge journal concept... a simple yet powerful
system for conquering information overload and responds to listener
questions. Find out how to build relationships, instill customer
loyalty, and streamline your operations by utilizing the technology
you already own.
February 2005
Digital Clippings
On Wall Street
By Kip Gregory
Finding articles online and saving them in electronic folders can
end the battle with your mountain of magazines.
January 2005
Eliminating Hidden Time-Killers
On Wall Street
By Kip Gregory
Quick and easy steps you can take now to put more time back in your
day throughout the year.
December 2004
Being the First to Know
On Wall Street
By Kip Gregory
New automated Web services can provide advisors a competitive
advantage--at very competitive prices.
November 2004
Secrets of Search
On Wall Street
By Kip Gregory
Harnessing the Web's incredible intelligence-gathering power is
easier than you think, if you know how.
October 2004
Money on the Move
On Wall Street
By Kip Gregory
Here's how to connect with professionals who spend their day
working with your potential clients.
September 2004
Asking for Help
On Wall Street
By Kip Gregory
If you don't know where to turn for help regarding your practice,
here are some ideas.
September 2004
Cracking the Technology Code
CMO Magazine
By Elaine Cummings
Review of Winning Clients in a Wired World by the managing
editor of Chief Marketing Officer magazine.
September 2004
Public Relations Primer: What PR Firms Don't Want You to
Know
Morningstar Advisor
By Marie Swift
Suggests Kips knowledge journal concept as a smart way to organize
a public relations strategy and plan.
August 2004
Curing Technophobia
On Wall Street
By Kip Gregory
Here's a practical approach to making better use of what's
available to you.
July 2004
Getting to Know Your Niche
On Wall Street
By Kip Gregory
Want to take the pulse of your target market? Tap the Web.
June 2004
Save Yourself Some Time
On Wall Street
By Kip Gregory
Here are some software shortcuts that will free you for more
productive activities.
May 2004
Its All in the Approach
Investment Advisor
By James Green
A Q&A with Kip and Winning Clients on why he wrote the book,
who its written for, and how to take advantage of its content.
May 2004
Rx for Upgrade Headaches
On Wall Street
By Kip Gregory
Here's how to avoid the frustrations and kinks that accompany new
hardware and software purchases.
May 2004
Streamline Your Marketing
AIG Advisors Sourcebook, 2nd Quarter Issue, 2004
By Kip Gregory
Learn inexpensive ways to connect with an audience when the
opportunity arises.
April 1, 2004
Making the Web Work for Brokers
On Wall Street
By Kip Gregory
Excerpt from Kips new book, Winning Clients in a Wired World,
details dozens of ways advisors and others can use the Web as a
business development tool.
April 2004
Book Shelf
Financial Planning
By Jennifer A. Liptow
A review of Kips new book: Heres a resource planners can use to
make the most of the computer equipment they have and to help them
understand what they might (or might not) need as their business grows
and changes. It's a step-by-step instructional guide that covers
everything from compiling an inventory of current software and
hardware to taking advantage of outsourcing and suppliers. Written for
financial professionals in all stages of their careers, it offers
inexpensive solutions that you can implement right away.
April 2004
Leveling the Field
Investment Advisor
By James Green
Quotes Kip and mentions the recent publication of his new book,
Winning Clients in a Wired World.
April 2004
Put a Client to Work
On Wall Street
By Kip Gregory
Finding someone a job offers a perfect opportunity to do well by
doing good. How ready are you to help?
March 2004
Time to Try InterNetworking
On Wall Street
By Kip Gregory
A new twist on an old idea may be just the thing to expand your
business.
February 2004
Romancing Your Clients
On Wall Street
By Kip Gregory
Many advisors overlook easy, obvious opportunities to add value to
their clients' lives. Here's how to avoid that mistake.
February 2004
Using Technology to Grow Your Business
Advisor Today (Cover Story)
By Kip Gregory
Easy steps advisors can follow reduce administrivia, find more
high-quality prospects and spend more time with clients... using their
existing technology and the Internet.
January 2004
Your Best Year Ever?
On Wall Street
By Kip Gregory
Make 2004 a banner year, regardless of the markets, by implementing
a series of processes. Here's how to start.
2003
Top Gun Prospecting for Financial Professionals
By D. Scott Kimball
In this book, author D. Scott Kimball mentions attending one of
Kip's seminars and refers to Kip as "the master of using the Internet
as a tool in prospecting campaigns and efforts".
December 2003
Tomorrow's Advisor
cpa2biz
By Richard Koreto
Kip discusses what smaller firms need to do to leverage the
technology they own, create efficiencies, and level the playing field
with their larger competitors.
December 2003
Stocking Stuffers for the Office
On Wall Street
By Kip Gregory
Some year-end ideas and tools that will improve the efficiency of
your practice.
November 2003
Executing Your Success Plan
On Wall Street
By Kip Gregory
Mapping out your route to the next level isn't hard with the right
tools and know-how.
November 2003
In Cases of Emergency
Are you and your office prepared for the next blackout, hurricane or
other disaster?
On Wall Street
By Allen Plummer
Kip outlines four precautionary steps every advisor should take to
protect themselves from a data disaster.
November 2003
Tomorrow's Adviser
Financial planning has seen a decade of tremendous growth and change.
What's ahead is likely to look different as well.
Financial Planning
By Richard Koreto
Kip is quoted discussing the importance of technology in creating
systematic improvements in an advisory business.
October 2003
The Do Not Call Opportunity
On Wall Street
By Kip Gregory
Yes, that's right, opportunity. Here's how to put yourself on the
right side of the new rule.
September 2003
Trolling for Big Fish
On Wall Street
By Kip Gregory
The Net can help you succeed in the high-net-worth market. Here's
how.
August 2003
Hang a Help Wanted Sign on the Web
On Wall Street
By Kip Gregory
Before creating a team, you might need part-time administrative
help. Consider going online.
July 2003
Knowledge at Your Fingertips
On Wall Street
By Kip Gregory
Here's how to put every important bit of information you need right
where you want it.
June 2003
Retirement Planning and the Web
On Wall Street
By Kip Gregory
Leverage the Web to prospect for new business by positioning
yourself as a retirement planning expert.
May 2003
21st Century Prospecting
On Wall Street
By Kip Gregory
Two easy ways to graduate from cold calling.
May 2003
Work Smarter
AIG Advisors Sourcebook, 2nd Quarter Issue, 2003
By Kip Gregory
Earn more money in less time using technology you already own.
April 2003
Cracking the Webs Wealth
On Wall Street
By Kip Gregory
One simple addition can maximize the hours you spend online each
week.
March 2003
Preventing Data Disasters
Advisor Today
By Kip Gregory
Shouldnt you insure the safety of your client and business data
stored on your computer?
January 2003
Stop, Thief
Investment Advisor
By Cort Smith
Kip offers six suggestions on how advisors can help their clients
(and themselves) avoid this growing problem of identity theft.
December 2002
Faster Than Email
On Wall Street
By Allen Plummer
Instant messaging has become as popular as email, but are firms
willing to accept it? Kip is interviewed on the use of Instant
Messaging as a client communication mechanism.
December 2002
Getting the News from the Net
Advisor Today
By Kip Gregory
Quickbrowse can deliver your news to your inbox dailycutting down
on surf time.
November 2002
Use of Planners and Internet Grows, Says CFP Survey
On Wall Street
By Jerry Minkoff
Kip is quoted discussing the advantages advisors can gain from
using the Internet as a tool for gathering business intelligence.
September 2002
Trolling for Big Fish
Advisor Today
By Kip Gregory
Use the Internet to learn how and what your target audience is
thinking about.
August 2002
The Tech World Demystified
Advisor Today
By Lucretia DiSanto Jones
Kip is interviewed on current trends in the life insurance industry
and what advisors can do to ensure that they come out with their heads
well above water.
August 2002
With Tech, Training's the Thing
Financial Planning
By Kip Gregory
Never mind the bells and whistles - product companies should help
planners use the technology they have now. An op-ed piece by Kip on
what product and service providers in the financial services industry
should be doing to help their distribution partners take fuller
advantage of technology and resources they already own.
April 2002
Proven Techniques
Advisors Edge
By Sheila Avari
Advisors who have made the conscious decision to mesh technology
into their business say they won't go back to their old ways. Kip
comments on three benefits advisors gain from integrating technology
into their businesses the information advantage, the relationship
advantage, and the systems advantage.
March 2002
Software Essentials
Advisor Today
By Kip Gregory
Choose your software correctly and avoid costly mistakes and
missteps.
February 2002
Buying Power
Advisor Today
By Kip Gregory
Smart technology purchases start with some simple guidelines.
February 2002
Net Net
On Wall Street
By Allen Plummer
Kip is quoted discussing strategies for using the Internet to brand
yourself and market your expertise.
January 2002
Curing Technophobia
Advisor Today
By Kip Gregory
A blueprint will help you make effective use of technology.
December 2001
When You Stand Up, Stand Out
Financial Planning
By Allen Plummer
Kip offers some quick tips on putting life back into your
PowerPoint presentations.
September 2001
Killer Presentations - How You Say It
On Wall Street
By Allen Plummer
Interview with Kip offers a number of simple, straightforward
suggestions for making more of PowerPoint, both using features built
into the program and by taking advantage of affordable third-party
enhancements to the software.
August 2001
Netting the 'Net: Using the Internet Creatively and
Efficiently
Journal of Financial Planning
By Mell McDonnell (Quotes Kip Gregory)
Kip gives some simple and easy technology advice tidbits, pointing
out how most people will overlook these simple solutions because they
don't have the time or inclination to do so.
August 2001
The Tao Of Software
Financial Planning
By Richard Koreto
To find harmony between tech-based solutions and your unique
practice, you've got to know what you want. Kip talks about using the
Web as a contact management and client development tool.
June 7, 2001
Using the Web to Get Closer to Your Clients
[ PDF version ]
Written for ICIMC by Kip Gregory
This article offers some ideas for using the Web to streamline your
business and simultaneously strengthen relationships with your best
clients.
April 23, 2001
Include producers in web annuity sales plans, panelists
urge
National Underwriter
By Linda Koco (Quotes Kip Gregory)
Kip provides a few inexpensive or free quick stops online for
insurers and agents to include in their arsenal of marketing tools and
information.
April 6, 2001
Tech Tips 2: How Technology Can Make Your Life Easier
Morningstar Advisor (free registration and log-in required)
By Joel Bruckenstein (Quotes Kip Gregory)
This article discusses how to gain control of your in-box, receive
faxes on the road, and generally simplify your life.
March 23, 2001
Kip's Technology Tips
Morningstar Advisor (free registration and log-in required)
By Joel Bruckenstein (Features Kip Gregory)
Kip Gregory identifies some Web productivity tools to add your
office to save a few minutes each day in the fastest, least-expensive
way.
February 16, 2001
Thwarting the Threats
Morningstar Advisor (free registration and log-in required)
By Mimi Lord (Quotes Kip Gregory)
The NAPFA conference offers advice to and from independent advisors
on how to prosper in the increasingly competitive environment.
February 2001
The Cheapest Way to Establish a Brand Identity Is a
Website
Ticker
By Ed McCarthy (Quotes from Kip Gregory)
Learn how a website can not only create brand identity and draw in
prospects, but also provide value-added services to your clients.
May 7, 2000
A revolution still looking to click with advisers
Investment News
By Brooke Southall (Quotes from Kip Gregory)
This article discusses the difficulties the financial service
industry is having with taking advantage of the Internet boom and why
investment advisors should not run away from it.
July 1, 2000
The Next Level - Techno ToolBox
Financial Planning Magazine
By John J. Bowen Jr. (Featuring Kip Gregory)
Discover what you don't know about technology and help yourself
propel your practice with John Bowen and Kip Gregory.
May 5, 2000
A Dragnet for The Net
Financial Planning Interactive
By Eric Rasmussen (Featuring Kip Gregory)
Kip Gregory discusses the right ways and the wrong ways to market
your firm on the Web.
April 1, 2000
Marketing strategies - Embracing the Competition
Financial Planning Magazine
By Eva Marer (Quotes from Kip Gregory)
Eva Marer uncovers that the Web isn't just a rival, it can be a
resource for planners who need help marketing their practices.
Spring 1999
Building a Technology Toolkit
[
PDF version Part 1 |
PDF version Part 2 ]
The NAILBA Magazine
By Kip Gregory
This article is a two-part series adapted by Kip Gregory from his
NAILBA XVII workshop presentation delivered called Smart From the
Start: Making Technology Work For You.
November 1998
Want to Improve Your Business? Get to Know Your Clients
[ PDF version ]
Broker World
By Kip Gregory
Kip illustrates how insurance brokers should use technology to tap
into the too often forgotten realm of relationship management and
provides a game plan for those who are ready to get started.
August 10, 1998
Will Your Practice Retire With You?
[ PDF version ]
Journal of Financial Planning
By Kip Gregory
Mapping out how to create franchise value for your firm, Kip
Gregory shows firms how to avoid death by acquisition, merger or no
sale.
July 6, 1998
Want to Improve Your Business? Get to Know Your Clients
[ PDF version ]
Journal of Financial Planning
By Kip Gregory
Kip shows how insurance brokers can bolster relationship management
through the use technology.
June 1, 1998
Brainstorming: What's the Big Idea?
[ PDF version ]
Journal of Financial Planning
By Kip Gregory
Offering ideas to help you brainstorm more effectively, Kip Gregory
maps out a step-by-step process to successfully generate and organize
new ideas using both traditional and innovative methods.
May 21, 1998
How to Make the Most of Your Time Online - Part I
[ PDF version ]
Journal of Financial Planning
By Kip Gregory
The first of a two-part series, this article offers tips on how to
spend your time online efficiently.
Interview Transcripts
May 4, 2000
Getting Net Results
Financial Planning Interactive
Moderator Eric Rasmussen, Guest Speaker Kip Gregory
Kip Gregory answers questions about the importance of having a Web
site and what the nature of Web site content should be.
Spring 2000
Leveraging Technology to Grow Your Business
Practice on Your Practice
Host Ed Morrow, Guest Speaker Kip Gregory
Ed Morrow and Kip discuss some of the issues advisors have with
technology and identify solutions to help increase an advisor's client
base and profitability. To hear the
audio version
,
you will need the free
RealPlayer Basic.
