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More About This Title Winning Clients in a Wired World: Seven Strategies for Growing Your Business Using Technology and th
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Now that the Internet bubble has burst, financial service professionals are looking for more realistic ways to use technology to their advantage. J. K. Lasser Pro Taming Technology offers easy and effective methods to do just that. This comprehensive guide puts what's available today in technology into a cohesive framework-one that offers a systematic way to think about and implement technology-to build and strengthen relationships with clients and prospects. J. K. Lasser Pro Taming Technology is a valuable resource for financial service professionals seeking clear, practical advice on using technology and the Internet to acquire and retain profitable business. This book provides readers with easy-to-use ideas and techniques to successfully incorporate technology into their business promotion.
English
English
Getting Started 1
Some Explanations 3
And Some Encouragement 5
What to Do Right Now 5
What to Keep on Doing 6
The Most Important Thing to Keep in Mind 8
Chapter 1 Keep What’s Critical at Your Fingertips 9
The Knowledge Journal Concept 10
Getting Set up 11
A Shortcut for Faster Access 18
Working Your Journal 21
Organizing Content 24
Building a Group Knowledge Bank 26
Chapter 2 Achieve Breakthroughs Systematically 31
Identifying Opportunities 34
Three Steps to Improvement 37
Technology’s Role 40
The Money Value of Time 44
The Economics of Your Business 45
Inspecting What You Expect 46
Growth, Change, and the Nautilus 46
Chapter 3 Work the Web for All It’s Worth 49
Prospecting Online 50
What to Look For 60
Directories Worth Digging Into 64
What You Need, When You Want It . . . Automatically 68
The Language of Search 72
Turbocharging Your Browser 78
Beyond Google 90
Chapter 4 Build Relationships Through Better Communication 93
How Good Are you? 94
Seven Steps to Improvement 95
The Pros and Cons of E-Mail 104
Effective E-Mail Strategies 107
Mastering the Electronic Medium 111
The Affluent + The Internet = Opportunity 114
101 Ways to Get Closer to Clients 116
Chapter 5 Present Yourself Professionally 121
Plan Your Presentation 121
A Quick Lesson in Powerpoint 123
Design Dos and Don’ts 128
Using Screen Shots 131
Repurposing Content 136
Looking Good in Print 138
Preparing “Digital” Handouts 140
Setting Up to Present 141
Delivering Your Message 143
Help with Public Speaking 145
The Value of Feedback 146
Useful Resources 148
Presenting Over the Internet 150
Chapter 8 Automate Time-Consuming Tasks 157
Tame Your Inbox 158
Keep Contact Information Up-to-Date 162
Manage Frequently Used Content 163
Streamline Your Marketing 168
Keyboard Shortcuts 170
Let Macros do the Work 184
Add Ins for Excel and Word 187
Chapter 7 Get the Help You Need to Succeed 191
Resources Hiding in Plain Sight 192
Virtual Assistance 192
Interns: Affordable Workers, Eager to Learn 194
Streamlining Interviews and Selection 196
Finding Freelancers 199
Leveraging Vendors 201
Learning Resources 204
Chapter 8 Assembling Your Toolkits 209
Avoiding Disaster 210
Productivity Tools and Utilities 215
Where to Get the Inside Scoop 219
Buying Hardware 223
Upgrading Software 225
Resolving Technical Troubles 226
Chapter 9 The Chat Room 231
Chapter 10 Where Do I Go from Here? 239
Appendix A Using Technology to Build a Better Sales Force 243
Appendix B Worksheets 251
Glossary 263
Acknowledgements 271
Index 273
