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Volume 7, Issue 3  
In This Issue...
(click on any title to read its content)



Lighten Your Workload

Register for a Live Webinar

Individual and Team Coaching

Booking Kip to Speak
Odds & Ends

Take a Look Inside...


Visit the Winning Clients companion Web site.

See what others are saying about the book.

Hi -

This month's tip highlights two current windows of opportunity worth capitalizing on: one, a great way to locate skilled help for your office, and two, a rare and inexpensive chance to do a small kindness for clients and others - one that can pay big dividends.

I'd also urge you to sign up for the live webinar I'll be doing next Tuesday on How to Put an Hour of Productive Time Back in Your Day. You'll learn an easy system for gaining greater control over both your day and the information you use to run your business, which can immediately improve your follow through, your ability to delegate, and your bottom line. There's more on it below.



Lighten Your Work Load, Hire an Intern

If you work alone or with a small team, it's a safe bet one of your biggest challenges (and frustrations) is dealing with details, managing all the day-to-day administrivia that's essential to staying in business but that keeps you from getting in front of more clients and prospects.

Making more time for the things that only you can do (like bringing in more assets) means identifying how to eliminate, automate and delegate everything else. And right now is a perfect time to connect with people who can help you break away from the back office chores that are bogging you down: college interns.

By hiring a college student to handle routine office duties, you'll be drawing from a pool of well-educated, web-savvy workers eager to learn and gain experience – and who are available at a fraction of what you'd have to pay a "professional" worker.

You can usually post directly with the career centers of local schools at no charge. If you don't know who's near you, check out Braintrack to get a list of colleges and universities in your area. If you want to advertise at several schools simultaneously, try MonsterTRAK or Experience's eRecruiting – the two leaders in the undergraduate and graduate recruiting arena. Both offer do-it-yourself postings at their Web sites (MonsterTRAK starts at $30 per school and Experience at $45; discounted packages are available for multi-school listings at both sites).

Before deciding which service makes the most sense for you, make a quick call to the career centers of schools you're targeting to find out which service their students utilize more. While you're talking, ask how you can access their system to review a few current job listings; scanning them may trigger some ideas on packaging what you're offering more attractively.

Two final tips: direct responses to your ad to a secondary email so that your primary mailbox is not clogged with replies that distract you from clients' messages. And ask for emails only (no faxes or mailings); they'll save you having to scan or type the information into your computer later on.

If you want to break out of working IN the business to work ON the business, bringing on a skilled college intern is a step in the right direction. And now's the peak time for finding them so act fast!

***
Chapter 6 of Winning Clients in a Wired World ("Get the Help You Need to Succeed") contains a wealth of timesaving step-by-step guidance for streamlining the interview and selection process. To order the book, click here.



Ways We Can Help You Improve Results

Live Webinar: How to Put an Hour or More of Productive Time Back in Your Day

Imagine the sense of control and confidence you'd have if any time you needed it, you could instantly put your hands on materials, talking points, and other content for completing a sale, cultivating a prospect, nurturing a referral partner, and more. My latest webinar, How to Put an Hour or More of Productive Time Back in Your Day, is designed to show you exactly how to do just that.

You'll walk away from this 60-minute interactive session with a simple system you can implement immediately to save time and increase effectiveness. I call it knowledge journaling and even if you've heard me talk about journaling in person, you'll want to attend. I'll cover tips, tricks, and shortcuts for setting up and using a journal that I've never offered publicly before now.

And as a Tips subscriber, you automatically qualify for a special discount (25%) off the normal price. Just be sure to enter the coupon discount code KT0703 when prompted.

Click here to learn more about this exciting event and reserve your spot!

One-on-One and Team Coaching

Much of my coaching work centers on helping teams identify the key processes in their business and how to effectively streamline them through better delegation and automation. My clients share a common trait: they're all already successful to one degree or another... but they've plateaued and want to step up to their next level. If that describes you we should talk. I can help you implement solutions to a variety of challenges that routinely hold advisors back:

  • Finding and fixing productivity leaks - minimizing the time you lose to email, you spend recreating information you already have, you forfeit locating what you need online, or burn delivering on follow-up commitments inefficiently are just a few examples

  • Defining sales and service processes – from contact to contract to ongoing care and feeding of clients… understanding who does what when, and where technology fits (or could fit) into the picture

  • Developing a marketing communication strategy and calendar – mapping out an annual plan for keeping in touch with and in front of clients, prospects, centers of influence, and the media

  • Cultivating referrals from current clients – strategies and tactics for expanding your business with help from those who know it best

  • Designing a step-by-step improvement plan for strengthening key aspects of your business - identifying opportunities and developing work flows in designated areas of the practice

  • Team building and successful delegation – defining the vision, setting expectations, identifying desired results, managing the process, and the tools that make it easier
Those are just some of the ways I can help. There are others. Together we'll decide what to concentrate on after you complete an assessment questionnaire.

It's very hands-on work. Together, we'll roll up our sleeves to address specific objectives and develop practical ways of achieving them -- through smarter use of people, process, and personal technology -- focusing everywhere possible on executing those strategies using resources you already own.

We'll also draw on a variety of proprietary tools -- forms, worksheets, databases, and online conferencing (all available at http://gregory-group.webexone.com) -- designed to help you achieve the results you want.

Sessions are scheduled however they work best for you, anything from 15 minutes to a full day… all in the comfort and convenience of your office. Which means everyone on your team can participate. There's no travel expense or time lost in traffic, and no nights spent in a "bootcamp" hotel room.

Interested? Email or call me now (202-364-6913) and let's visit.

Keynote, Breakout, and Workshop Speaking

Please keep me in mind if you're involved in booking or recommending speakers for corporate sales or due diligence meetings, or national or chapter events for industry groups you're involved with. I deliver tangible, value-added content that participants can take back to the office and put to work immediately.

Here's a quick sampling of the presentations I can deliver.

Practical Strategies for Improving Productivity

It's no secret that excelling at time, information, and resource management is essential to becoming more productive. This presentation shows you how to develop and blend those three skills successfully to execute almost automatic business improvements. In it, you will learn how to: 1. permanently conquer information overload with a simple system for cataloging knowledge and content, 2. build a systematic, measurable, and repeatable roadmap to success, and, 3. put an hour of selling time back into every day by taming today's #1 productivity killer: email. All using technology you currently own.

Topics include:

  • Understanding your productivity gap… and how to close it

  • The 80/20 rule of information - how to keep what's critical at your fingertips

  • A simple approach to creating your team's process playbook

  • Developing a 30-day improvement game plan

  • Eliminating email overload -- managing your message flow (optional)
Making the Web Work for Advisors

Smarter use of the Internet can enhance virtually every aspect of your advisory practice. Yet many advisors see the Web only as a way of getting email, stock quotes, and sports scores. This session will open your eyes to the amazing business development power the Internet offers. Full of practical, ready-to-implement ideas, it is designed specifically to address challenges financial advisors face in growing and maintaining client relationships. (Please note: it is not about designing Web sites). Come learn what you need to know to leverage the Web to find, win, and keep clients faster and with less frustration.

Topics include:
  • How to become a subject matter expert on any audience in an hour or less

  • Five steps to implementing a low-cost, high-impact marketing communication strategy

  • Building custom leads lists on the fly and on a budget

  • Quick tips for speeding up your searches and going online to locate money in motion

  • Using alert services to track news on clients, competitors, and centers of influence
Achieving Breakthroughs Systematically - Strategies for Small Teams and Individual Producers

The right mix of people, planning, process, and technology can dramatically improve results. But figuring out what's needed and how to implement change isn't easy, especially when you work alone or lead a small team. In this session, you'll learn how to build effective marketing, prospecting, servicing, and other business management systems that leverage tools you already own. You'll also be introduced to a handpicked selection of inexpensive, readily-available software and low-overhead talent resources that will free you up to focus on what you do best… bringing in assets and helping clients achieve their financial goals.

Topics include:
  • How to identify your highest priority breakthrough opportunities

  • A three-step improvement process

  • Understanding technology's role in systemizing your business

  • Where and how to find reliable talent when outsourcing tasks
101 Ways to Get Closer to Clients - Communicating Effectively in the Digital Age

Too often advisors overlook the importance of regular contact in fostering and retaining loyal clients. This presentation lays out a how to build your communication competency by focusing on three key factors: getting to know your audience's needs, creating easy-to-use mechanisms for keeping in touch, and delivering relevant content regularly.

Topics include:
  • Assessing and improving your current communication effectiveness

  • The role of e-mail in effective client management

  • How the affluent utilize the Internet and ways you can capitalize on that activity

  • How to create lasting impressions through life event contact

  • Innovative ways to work the Web to stay in touch with people you're targeting
Email or call me at 202.364.6913 to explore how I'll assist you in getting more mileage from your event. I'd be happy to schedule a webinar with your and your colleagues to see and hear my material firsthand.


Odds & Ends

Things You Should Know About

  • As mentioned in the March newsletter, the US Postal Service has announced another 2˘ increase in the price of a first-class stamp, this one scheduled to take effect on May 14. My November 2005 Tip outlined a clever strategy for taking advantage of the last increase (in January 2006), an approach that can work just as well for you today as it did then. Act fast and you can give your best clients a little extra TLC they'll appreciate.


  • ZoomInfo which I first profiled in March 2006 has just undergone a major redesign. With a database now containing profiles on close to 36 million executives and over 3 million companies, it should be one of your first stops in doing your homework on clients, prospects, centers of influence, or anybody else you'd like to more about. I'll be writing more about it next month.

Got a tip you'd like to share? Or a topic you'd like to see covered in a future issue? Email me your ideas.

Until next time wishing you all the best,

Kip Gregory

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The Gregory Group:
Teaching Clients to Leverage Their Time, Talent, and Technology to Increase Productivity and Profit
202.364.6913

http://www.kipgregory.com

© 2007 Kip Gregory. All Rights Reserved. Reproducing or republishing this content either electronically or in print without prior permission is prohibited.