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

Innovation, Business Leadership, Business Coaching, Communication, Client Communication, Technology, Futurism, Business, Management, Human Resources, Teamwork & Teambuilding, Social Media,