Winning Clients in a Wired World - Front Cover








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“Kip Gregory does a remarkable job of showing how technology, instead of creating another headache, can free advisors for their real job - serving clients.”
—Evan Cooper, Former Editor-in-Chief
On Wall Street magazine

Links

Here they are ... all 400+ Web sites included in the pages of Winning Clients in a Wired World. (The list is checked continuously and updated quarterly).

Jump to a chapter by selecting it here:

CHAPTER 1

Pg. 18 Adobe Acrobat
22 Kip's Tips Registration Site
24 Documents To Go
27 SurfSaver
28 Add-Ons for Internet Explorer
29 WebWhacker

CHAPTER 2

Pg. 34 Staples
34 Office Depot
35 Inspiration
36 IdeaFisher
36 The Gregory Group's Checklist of Challenges
39 The Gregory Group's Work Flow Worksheet Template
40 Microsoft Project
40 iTeamwork
40 CommonOffice.com
40 CardWare
40 TodayInHistory
40 papercards.com
40 United States Postal Service
40 Google
41 infoUSA Business Research
41 zapdata
41 USPS NetPost Services
41 OmniForm
44 Winning Clients in a Wired World Time is Money Worksheet
47 The Gregory Group's Self-Assessment Questionnaire
47 Execution: The Discipline of Getting Things Done

CHAPTER 3

Pg. 51 infoUSA Business Research
51 infoCANADA
51 zapdata
52 Google Directory Insurance Agent Lead Generation Services Resource List
53 American Society of Association Executives Gateway to Associations
53 American City Business Journals
53 Bureau of Labor Statistics' Occupational Outlook Handbook
53 Bureau of Labor Statistics' Career Guide to Industries
53 Bureau of Labor Statistics' Employment Projections
53 CorporateInformation
54 Precision Alert
54 Yahoo! Finance
54 Report Gallery
54 Wall Street Journal Free Annual Reports
54 GuideStar
54 Foundation Center
55 First Research
55 First Research - Individual Industry Profiles
55 FreeERISA.com
55 FreeERISA.com Prospecting & Sales Insight Monthly
55 Hoover's
56 HRLive
56 InfoSpace
56 InfoSpace Reverse Phone Number Lookup - US only
56 Internet Prospector
57 ListGrabber
57 AddressGrabber
57 Primedia
57 search systems
57 SEC Info
58 EDGAR Online
58 FreeEDGAR
58 EDGAR Pro - now called EDGAR Online Pro
58 PricewaterhouseCoopers EDGARScan
58 Trade Show News Network - now called TSNN.com
58 Tradeshow Week Online
58 VertMarkets
58 HydraLinks
61 Quickbrowse
63 Google Groups
64 About.com
64 About.com Divorce Support
64 About.com Human Resources
65 About.com Management
65 About.com Nonprofit Charitable Organizations
65 About.com Senior Living
65 About.com Small Business Information
65 Former About.com Guides
65 StartSpot Network
66 HeadlineSpot
66 PeopleSpot
66 LibrarySpot
66 EmploymentSpot
66 GiveSpot
66 TripSpot
66 Hotsheet
66 CEOExpress
66 refdesk.com
66 Google Directory
66 Open Directory Project
66 NewsDirectory
67 Topica - NOTE: NEW URL !
68 My Yahoo!
69 My Way
69 Quickbrowse
70 Google News Alerts
71 Smart Online
71 Hotmail
71 ePrompter
77 **Extra** Google Advanced Search
77 **Extra** Google Advanced Search Tips
78 Thesaurus.com
78 Internet Explorer
79 Internet Archive's Wayback Machine
81 CNN
82 Google
84 Google Toolbar
84 Cool Timer
89 UltraBar
90 Teoma
90 Vivisimo
91 Search
91 Dogpile
91 Ixquick
91 How Much Information 2000 (NOTE: NEW URL!)
91 How Much Information 2003
91 How Much Data Is That?

CHAPTER 4

Pg. 96 Microsoft Hotmail
98 Microsoft Outlook Express
98 Microsoft Outlook
98 ACT!
98 Goldmine
98 Maximizer
98 Salesforce.com
98 ACT! Add-ons
98 Goldmine Add-on Store
98 ACT4Advisors
99 CyberBroker
99 dbCAMS
99 Advisors Assistant
99 The Bill Good Marketing System
99 Broker's Ally
99 E-Z DATA
99 Junxure-i
99 ProTracker
99 Qube from Advent
99 Text Library System
100 Sales LetterWorks - NOTE: NEW URL!
100 Text Library System
100 WriteExpress Easy Letters
100 Advisor Products Client Newsletter
100 Newkirk Products
100 R&R Newkirk
100 CompanyNewsletters.com
100 Ink & Air
100 The Guide to Financial Public Relations: How to Stand Out in the Midst of Competitive Clutter by Larry Chambers
100 Credibility Marketing by Larry Chambers
102 ButlerWebs
103 Equifax
103 Experian
103 TransUnion
103 Staples
103 US Government's Site on Identity Theft
103 Identity Theft
104 SurfSaver
104 Kip's Tips registration site
104 Boone Financial Advisors, Inc.
109 NewsLink
109 Get Media Smart!
111 AOL Instant Messenger
111 ICQ
111 MSN Messenger
111 Yahoo! Messenger
111 Trillian - now called Trillian Pro
111 FaceTime
111 Jabber
111 Acronym Finder
112 United States Copyright Office
112 Bartleby
112 The Quotations Page
113 Connecting Point from Romni
113 Constant Contact
113 Client Dynamics
(n/a) **Extra** CoolerEmail
113 Slipstick's Outlook and Exchange Solution Center
113 NASD's Internet Guide for Registered Representatives
113 Winning Clients in a Wired World client appreciation seminar presentation material
116 The Ultimates
117 Zoomerang
117 MonsterTRAK
117 Microsoft bCentral
117 Blue Mountain
117 History Channel
117 TodayInHistory
117 Biography
117 On-This-Day.com
117 TheHistoryNet
117 Onlinenewspapers
117 drugstore.com
117 FreeCreditReport
117 Proflowers
117 JustGive
118 WebMD
118 Yahoo! Finance News by Industry
118 The Riley Guide
118 Beliefnet
118 MyAirMiles
118 Priceline
118 SideStep
118 CarBuyingTips.com's Links to Motor Vehicle Web Sites by State
118 Direct Marketing Association's Mail Preference Service
118 United States Post Office's MoversGuide
118 FinAid
118 TeeMaster
118 Teetimes.com
118 Car Care City
118 Gift Certificates
118 Webcertificate
118 Autobytel
118 Bankrate.com
119 USA Today's "Hot Sites"
119 PC Magazine's "Top 100 Web Sites"
119 PC World's "Best of the Web"
(n/a) Storyselling for Financial Advisors: How Top Producers Sell

CHAPTER 5

Pg. 122 SurfSaver
123 IdeaFisher
123 StorySelling for Financial Advisors
124 Template Central
126 Color Schemer Online
126 Color Schemer
126 Color Voodoo
128 Free Microsoft PowerPoint Training and Tutorial Resources at Education Online for Computers
128 Source, Inc.
129 Ibbotson Associates
129 Microsoft's Clip Art and Media Gallery
130 Screen Beans from A Bit Better Corporation
130 Cartoon Bank
130 Comstock Images
130 Corbis BizPresenter
130 CrystalGraphics
130 Digital Juice for PowerPoint
130 Hemera Image Express
130 Design Sense for Presentations
130 Winning Clients in a Wired World Sample Slides
133 MultiRes
135 Add-Ons for Internet Explorer
136 HyperSnap-DX
136 SnagIt
137 Accent Technologies' PowerSearch Plug-in for PowerPoint
137 Accent Technologies' Presentation Librarian
138 The Logo Factory
138 Logos in a Box
139 ClickBook
139 Booklet Staplers
140 Handout Wizard
140 Adobe Acrobat
140 Create Adobe PDF Online
140 Adobe Acrobat Reader
141 CatchTheWeb (product discontinued)
141 PowerPRESENTER, PowerCONVERTER, EmailPRESENTER and OnlinePRESENTER
142 Bulbman
142 Super Warehouse
144 Interlink Electronics
145 Virtual Presentation Assistant
145 Tom Antion's Advanced Public Speaking Institute
145 Allyn & Bacon Public Speaking Website
145 Google Directory Public Speaking resource list
145 Google Directory Public Speaking resource list
146 Toastmasters International
146 National Speakers Association's Academy for Professional Speaking
146 Kip's Tips sign up form
148 SurfSaver
148 HydraLinks
148 Steve Rindsberg's PowerPoint FAQ List - PowerPoint MVP
148 PowerTools for PowerPoint Users
148 Geetash Bajaj's Indezine - PowerPoint MVP
148 Sonia Coleman - PowerPoint MVP
148 PowerLink Plus
149 Shyam Pilllai - PowerPoint MVP
149 TAJ Simmons Awesome PowerPoint Backgrounds
149 Tushar Mehta - Excel MVP
149 Microsoft's Most Valuable Professionals
149 Presenters University - InFocus
149 Epson Presenters Online
150 PowerPointers
150 Presentations Magazine
150 PowerPointAnswes
150 CrystalGraphics
150 MathType
152 Conferencing on the Web
152 Centra
152 Genesys
(n/a) Cisco MeetingPlace
152 Microsoft Office Live Meeting
152 Netspoke
152 Raindance
152 WebEx
152 WebDemo
153 Hello Direct
152 Sharper Image
155 Zoomerang
155 Google Groups

CHAPTER 6

Pg. 162 GoodContacts
162 Plaxo
166 Microsoft Office Template Gallery
169 USPS NetPost Services
169 Estimate Cost - NetPost Mailing Online
170 Authorized USPS Direct Mail Merchants
170 Microsoft's Office Marketplace
170 Kinko's
184 Macro Express
185 Automate
185 Macro Express Shared Macros
187 Power Utility Pack for Excel
187 Dataprompter
188 J-Walk's Enhanced Data Form
188 J-Walk's Excel Links

CHAPTER 7

Pg. 193 Google search on "virtual assistance"
193 AssistU
193 International Association of Virtual Office Assistants
193 International Virtual Assistants Association
193 Canadian Virtual Assistant Network
193 Virtual Assistants for You
193 VA Certification
194 Braintrack University
194 MonsterTRAK
194 Experience's eRecruiting
195 Washington Post Jobs
195 The New York Times Job Market
195 Los Angeles Times Marketplace Classifieds
196 CFP Board of Standards List of Board-Registered Programs
199 Elance Online
199 AllExperts
199 Google Answers
201 LibWeb
201 LibWeb's Directory of USA Public Libraries on the Web
201 Association of Independent Information Professionals
205 Google Directory of Distance Learning sites
205 CyberU
205 FindTuturials
206 Community College Directory
206 Community College Web
206 Personal Coaching for Financial Advisors
207 Mark Sheer Seminars

CHAPTER 8

Pg. 210 Norton AntiVirus Security Response
210 McAfee Security
211 c|net's Shopper.com
211 mySimon
211 Roxio's Easy CD Creator - now called Easy Media Creator
211 Norton GoBack (Discontinued - Try Norton Ghost)
212 Yahoo! Briefcase
212 @Backup
212 Connected
212 Linksys
212 D-Link
212 ZoneAlarm
212 Norton Personal Firewall
212 McAfee Personal Firewall
212 ShieldsUP !
213 Microsoft's Windows Update
213 Ad-aware
214 American Power Conversion Corp
214 Tripp Lite
215 LaserFiche
215 ScanSoft PaperPort - now called PaperPort Pro Office
215 Virtual Tools for a High-Margin Office
215 WinFax
215 jBlast Fax Broadcasting
215 Broadband Reports
216 GetConnected
216 Toast Performance Test
216 TestMySpeed (Discontinued - Try Speedtest)
216 Geektools Geektels
216 vLetter Handwriting Fonts and Signatures
217 Typing Instructor Deluxe - NEW URL !
217 Mavis Beacon Teaches Typing
217 Typing Pal Online Typing Test
217 NaturallySpeaking
217 ViaVoice
218 WinZip
218 Adobe Acrobat Reader - now called Adobe Reader
218 Quick View Plus
218 QuickTime
218 Windows Media Player
218 RealOne Player
218 GoToMyPC
219 Norton SystemWorks
219 Kip's Tip newsletter
219 Google
219 Google Directory
219 PC World
220 PC Magazine
220 CNET
220 ZDNet
220 CNET's Download.com
220 LangaList
220 Windows User Group Network
221 The Scout Report
221 Financial Planning Interactive - now called Financial Planning
221 On Wall Street magazine
221 Registered Rep. magazine
221 Financial Advisor magazine
221 Journal of Accountancy Online
222 American Institute of Certified Public Accountants - AICPA
222 Journal of Financial Planning
222 Financial Planning Association
222 Morningstar Advisor
222 Horsesmouth
224 Webopedia
224 Epinions
225 Dell
225 Gateway
225 Hewlett Packard
225 IBM
226 VersionTracker
227 Google Groups
227 LiveRepair
228 Google Directory Technical Support and Troubleshooting Resource List
228 Google Directory Independent Tech Support resource list
228 Independent Computer Consultants Association
228 Geeks on Call
229 Microsoft Help and Support
230 Technology Toolkit Shopping List
230 Microsoft Office Newsgroups
230 Google Directory Newsgroup Feed Service Resource List

CHAPTER 9

Pg. 236 Symantec's Anti-Virus Center Hoax Page

CHAPTER 10

No links for this chapter