Resources: Useful Links

Looking for tools that can make your job (and your life) easier?

Here are a few we use all the time. Any one of them can save you time or make you money! If you like these, sign up for our FREE Kip's Tips email newsletter to learn about other productivity-boosting tools we find!

Search Tools

Google is the best general search engine on the Web - period. Be sure to check out the Google toolbar.

The Ultimates
A one-stop resource for finding phone numbers, addresses, emails and directions on the Web. Access InfoSpace, Yahoo, WhoWhere, Switchboard, internet @ddressfinder, Mapquest, and others from the same screen.

United States Postal Service: ZIP+4 Code Look-up
Want your marketing material to get to prospects faster? Look up their +4 zip codes on the United States Postal Service web site.
Type in a word and retrieve all the definitions that are found in a traditional dictionary.
Don't want to use the same word twice in a letter or article? Visit this sister site to Type in a word to view a list of its synonyms or antonyms.

Prospecting Tools

American Society of Association Executives
The place to go for understanding associations as a marketing niche. Use their Gateway to Associations database of over 6,500 trade groups worldwide to identify organizations that cater to people you target.

Trade Show News Network
Use TSNN's database to search for trade shows worldwide. You can locate events by industry, show name, date or location. A great tool for planning when and where to get in front of prospects in your target market.

HR Live
Looking for money in motion? Every Saturday, HRLive publishes a listing of the past week's corporate lay off announcements. A great place to uncover potential retirement plan rollovers.

InfoSpace beats telephone directory assistance because you can use its "Find Neighbors" feature to identify potential referrals that live near your best clients!

Search sales leads, mailing lists and direct marketing business data to create a customized prospects list online.

United States Postal Service
The US Postal Service now offers many of its services over the Internet, including full service mailing.

Technology Links

Do you or others on your team work in different locations? provides a secure, private space on the Web to easily access and share documents, calendars and event information.

Business Resources allows you to easily produce personalized client Holiday cards, as well as personalized client Birthday cards. They will personalize each card's note to each client and deliver them back to your office in 10 days. You'll then just have to sign and mail.

About: Small Business provides expert information from a real person on the "inside" of each subject category. Their small business site offers a broad range of topics geared towards helping small businesses like independent advisors.

This customizable portal is a great one-stop resource for the kind of information that successful advisors and wholesalers are likely to be interested in.

Hoover's Online
Providing comprehensive company and industry information, Hoovers Online now extends to other areas, including money management, career development, news and business travel.

Wall Street Journal
Although much of this site is subscription-based, there is enough free information to make this site worth a financial service provider's time.
Providing small business planning and advice, discussions, research and event listings, is one of the premiere U.S. publications for entrepreneurs. The article archives are also available for review.

About: Entrepreneurs provides expert information from a real person on the "inside" of each subject category. The entrepreneur site offers over 700 sites geared to helping people start their own business.

Finance Links

MSN MoneyCentral
Like other financial sites, MSN's MoneyCentral brings news, market information and general information to the user. Furthermore, tools such as investing, banking, planning and taxes are available.

Yahoo! Finance
Yahoo! Finance is a link off the popular portal, Yahoo! The site offers comprehensive information related to all aspects of finance, money, and banking.

Company Sleuth
Company Sleuth offers the investment professional and individual investor a competitive edge by providing company-oriented financial resources.

Horsesmouth offers financial advisors articles and other resources for managing clients, prospecting for new business and staying abreast of the markets. Use the 30-day free trial to give it a try.

Financial Planning Interactive
FP interactive from Thomson Financial offers many useful features: archived articles from Financial Planning and On Wall Street, software and web site reviews, and one of the most active online communities on the Internet.

Registered Representative
The Registered Representative magazine is the leading publication for retail investment professionals. Their site allows users to browse an archive of full text articles.

Tracking the Markets

CBS MarketWatch
Get top news stories, personal finance and portfolios, research and tools, and MarketWatch TV and radio.

The financial network of the CNN site offers a much more in depth approach to the financial world than many of its competitors. The site has many options to choose from in categories such as news, markets, world business, and personal finance.

Edgar Online
A source of business, financial and competitive information derived from SEC filings, EDGAR Online also develops financial and business system solutions.

FreeEDGAR offers free access to real-time SEC filings. Analysis of financial data is made easy with an alert service and Excel spreadsheets of financial tables.
A comprehensive site with information about investing, Investopedia provides articles with a searchable archive, dictionary, tutorials, and other resources.
This simple site is a great reference tool for teaching clients basic finance concepts like time value of money and how to calculate interest rates.

Staffing / Human Resources

Considered one of the "brick and mortar" web sites for early to mid-career recruiting online, Monster offers a variety of tools and resources for small companies recruiting for the first time.
MonsterTrak is THE recruiting site for entry-level positions or college internships. You can post jobs at any or all of 1200 colleges and universities across the US for less than the cost of a weekend ad in most major newspapers.


WebEx is one of the leading providers of web conferencing applications. Their web site will provide you with all the information you need when learning about conducting live meetings, conferences and presentations online.

Steve Rindsberg's PowerPoint FAQ
For questions about PowerPoint, this is a "must bookmark" site for regular PowerPoint presenters.

About Desktop Publishing
A one-stop site for learning how to fine-tune and master PowerPoint presentations, including tips, templates, tutorials and troubleshooting.

The Web sites listed on this page are provided as a convenience to our visitors. Their inclusion here does not constitute an endorsement by The Gregory Group. Visitors are solely responsible for understanding the terms and conditions of usage of any of these sites.