Business Tools

Our writers often share downloadable tools that you can customize and print to help you increase sales or improve service. Here’s where you’ll find them and other tools to help you.

The Ideal Day Worksheet
In his podcast, Kamal Daya shares his technique of using worksheets to plan and document his daily activities. Download your copy of these great planning and reporting tools here. A PDF version is also available.

Time-Saving Tools
Maggie Leyes
Check out these three gadgets, which just may free up a bit of your day.

Make a Wish
Helen Thompson
They’ll know what to get and you’ll know what to give by using online “wish list” tools.

Cheaper, Easier, Better
Maggie Leyes
... a you-can-never-lose-it golf ball, a stylish VoIP phone and other gadgety marvels.

I Am a Life Insurance Policy
Helen Thompson
By popular demand! September’s “Back Page” column, with its delightful description of the value of life insurance, is now available in a convenient, downloadable PDF file.

Feed Me, Seymour …
Helen Thompson
It’s really simple to get updated news headlines—including industry news—on your computer through RSS feeds.

Beach Reads
Maggie Leyes  
Leave the financial-planning books on your shelf and pack some fun for your vacation.

Biz-Whiz—On the Go
Maggie Leyes  
How would you like Jack Welch, Peter Drucker or Michael Hammer to drive to work with you?

The Financial Advisor’s Guide to Success  
Janet Arrowood
This long-range calendar breaks your major activities into manageable chunks you can fit into each month.

Questions to Ask Clients
Marvin H. Feldman and Howard Wight
Get your clients and prospects to really think about the future—and act on it.

Let the Buyer Beware          
Helen Thompson
Getting the best bang for your buck when buying computer or electronic equipment requires a little research, so here's your guide to buying guides.