With more that 15 years experience in marketing and senior management in insurance, securities, banking brokerage and direct marketing, Kip Gregory has developed a unique perspective on how to achieve a competitive advantage in the financial services industry.
Kip's strategies are innovative, easy to follow and inexpensive to implement. He has helped hundreds of financial professionals create marketing advantages through the creative and smart use of technology. Kip is a well-known industry speaker and writes frequently for financial service publications. Previously he worked in business development with GE. Kip's units created billions in assets and were among the most profitable in the company.He is a specialist in creating and implementing successful financial service business development strategies.
TOPICS:
• Practical Strategies for Maximizing Productivity
• Making the Web Work for Advisors
• 101 Ways to Get Closer to Clients -- Communicating Effectively in the Digital Age
• Achieving Breakthroughs Systematically -- Approaches for Teams and Individual Producers Alike
CLIENT QUOTES:
"Hands on. Great presentation dealing with raw information; I always want to know how I can translate these nuggets into greater clients service and/or time/cost savings."
--Dave Drucker, President and CEO, Sunset Financial Management
"Excellent contenteffectively moves attendees up the learning curve."
--Rod Bower, Financial Consultant, Merrill Lynch
"The first one that I know of which has pointed the arrow for me on how to use technology in a simple coherent way."
--Teoh Hunn Leong, Great Eastern Life
PARTIAL CLIENT LIST:
Merrill Lynch
Sunset Financial
Management
Baldwin Financial
Systems
Great Eastern Life
Suntrust Securities
Capital Synergies
Turnberry
FinancialServices
Commercial General
Union Life Insurance
National Life Insurance
PrimeVest Financial
TOPIC DESCRIPTIONS:
Practical Strategies for Maximizing 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.
Making the Web Work for Advisors
Smarter use of the Internet can enhance virtually every aspect of your business. Yet many only see the Web 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 services professionals 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.
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 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.
Achieving Breakthroughs Systematically -- Approaches for Teams and Individual Producers Alike
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, whether you work alone or lead a 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.
TRAVELS FROM: Washington DC
FEE CATEGORY: B ($5.5-10k)
