Financial Advisor Creates Compelling Presentations With Web-Based Tools

Jim Koch Shows Other Advisors How New Technology Can Improve Client and Prospect Communications

Alamo, CA March 9, 2012 – Financial advisors who want to improve the way they communicate with clients and prospects should look to new web-based technologies, says Jim Koch, the Founder and Principal at Koch Capital Management LLC. After discovering the ease and mobility of Google Presentation, part of the Google Apps product suite, Mr. Koch now creates all his client and promotional presentations online. Since embracing Google Apps three years ago, Mr. Koch hasn’t created a single Microsoft PowerPoint or Adobe PDF presentation.

“The best part of Google Presentation is that not only can you run your presentations on your iPhone, Android, iPad, Chromebook and Kindle devices, but you can also control who views them,” said Mr. Koch.

Mr. Koch also uses another online resource, MindMeister, which generates web-based mind maps. These maps are traditionally used for idea outlining and group brainstorming, but according to Mr. Koch, a web-accessible mind map is also a great way to visually link to other web-based products and services for easy navigation during a live demonstration. “By combining Google Presentation with MindMeister, you can put together highly interactive presentation that your audience can play along with in real time,” said Mr. Koch.

At the Technology Tools for Today (T3) conference, held from February 16–18 in Dallas, Mr. Koch demonstrated how advisors could use this combination of visual tools with tablet devices in their practices. There is also a YouTube video available that provides mind map navigation tips: Tablets & How Advisors Are Using Them – Help Video.

The goal of the T3 conference is to help financial advisors discover new tools they can use to advance their practices. Learn more about Technology Tools for Today at

About Koch Capital Management

Jim Koch is the Founder and Principal of Koch Capital. He has 25 years of experience as an entrepreneur, consultant and portfolio manager, and previously held positions with Tesseract Corporation, Boole & Babbage, Inc. and PeopleSoft, Inc., as well as principal positions with KFT Investments, LLC, and KFT Properties, Inc. Mr. Koch earned a B.S. degree in electrical engineering from Princeton University and an MBA from the University of California, Berkeley. He blogs about wealth building and retirement planning at

Koch Capital Management is an independent, fee-only Registered Investment Advisor based in the San Francisco Bay Area. Since no two clients have the same financial resources or needs, Koch Capital embraces a collaborative customized approach. The firm offers clients the next generation of wealth management service, providing targeted, customized financial solutions to individuals, families, trusts, and business entities so they are better able to achieve their goals.