Kip Gregory

Hi, this is Kip Gregory. Thanks for taking a few minutes to visit with me via this audiocast. I’m the Productivity and Practice Management Coach for the Garrett Planning Network and I’d like to tell you briefly about a few of the ways we share time saving and business building ideas within the membership of this incredible community.

The spontaneous tips and ideas, the kind of stuff that pops up throughout the day in quick email exchanges, are all catalogued in our Knowledge Bank’s discussion area. That’s where Network members, staff and consultants routinely swap suggestions and advice on how to tackle a variety of challenges. More detailed templates, sample presentations, spreadsheets, descriptions of best practices and other materials reside in the documents library where you’ll find thousands of files covering virtually every aspect of building and managing a successful financial planning practice. And still more valuable advice can be found in the archived summaries and recordings of dozens of interactive Web-based presentations that the Network produces. This section we refer to as Event Central.

Together those resources offer an ever increasing array of practical, actionable suggestions you can implement immediately to gain greater control of your day and to increase the amount of time you’re able to spend with clients, prospects, centers of influence and referral partners.

You’ll find information on things like:

• How to conquer information overload and better manage the knowledge and materials you use daily to run your business,
• Ways to uncover intelligence hidden within the Web about the people and companies you’re interested in,
• What to do to dramatically reduce the time needed to prepare presentations, meeting agendas, client reviews and other key activities that drive results, or
• Any other topic you want to know more about.

Whether it’s leveraging Google, setting up shortcuts for instant access to frequently used files and programs or building your own bible of best practices using my knowledge journal concept, you’ll find it all there… But only if you take action.

After listening to these recordings and reviewing the other information here at this site, I encourage you to schedule time to talk with Sheryl and her team about becoming a member. You simply will not find a more caring, more willing to share with one another group of professionals anywhere in this industry. If you’ve been looking to offer Fee-Only financial planning services in your community, you’ll find everything you need, including unparalleled support here at the Garrett Planning Network.

I wish you the best and look forward to working with you.