Category Archives: USA

TGP 31 Alvie Davidson – Private Investigator

Featured Guest

Alvie Davidson, CG

Alvie L. Davidson retired from Naval Intelligence in the U.S. Naval Reserve
after 22 years of service. Since then he has been a Florida state licensed
private investigator, specializing in missing persons and genealogical
applications of investigations. He is the past District Director of the
Florida Association of Licensed Investigators and recognized by the Circuit
Court of numerous Florida counties as an expert in the field of ProbateAlvie Davidson on The Genealogy Professional podcast
Investigation.

Alvie is certified as a CG (Certified Genealogist) by the Board for Certification of Genealogists, Washington, DC.

He is an alumni of the National Institute on Genealogical Research, Washington, DC (1998); and the Institute of Genealogy & Historical Research, Samford University, Birmingham, Alabama (1999 and 2000). He is the founder (1981) and President of the Imperial Polk Genealogical Society, Lakeland, Florida.

Currently on the teaching alumni of Samford University’s IGHR for classes
each year.

Alvie is author of “Florida Land – Records of the Tallahassee and
Newnansville Federal Land Office 1826-1892″ (Heritage Books,
Bowie, MD 1988) and has published articles in The Genealogical Helper.
He has lived most of his adult life in Central Florida. Additional information can
be found at http://www.floridadetective.net.

He joined the Lakeland Chapter SAR in March of 1998 and was elected to the
position of Registrar and has held that office since that time. He has served as
President of the Lakeland Chapter SAR . Awarded the Kendall medal for
the 3rd highest number of members inducted into a chapter in the United
States.

Alvie has served on the Board of Directors of the Association of Professional
Genealogists (APG) for a 10 years as a director.

 

Contact Links

Florida Detective website

Other Links

Florida Department of Agriculture – Private Investor license

One Action Genealogists Can Take Right Now

“Find somewhere where you can get some confidence. Self confidence is a key to success “

Recommended Book

 Professional Genealogy edited by Elizabeth Shown Mills

The Source edited by Loretto Szucs

Productivity Tool

iPhone

Drop Box – Tool for sharing large files

Advice

“If you want to become a professional genealogist, set your sights high and go for it. Get a good education and go to as many conferences as you can afford. “

Action Item

Alvie talked about the importance of investing in your own business. That can take the form of buying equipment or it can be spending money on education and conferences. Either way you need to keep pushing yourself forward so that your business can succeed.

ACTION:

This week think about some areas where you could re-invest in your own business.  Is there a task that you do that could be done more quickly if you have the right equipment?. Would having a smart phone or tablet help you be more productive? Are you investing in your own education? Make a list of 5 items where you could or should be investing in your business. Then think about a plan to figure how to you are going to make it happen.

Direct Link to this post:

http://www.TheGenealogyProfessional.com/alvie-davidson

TGP 29 Lisa Louise Cooke – Genealogy Gems

Featured Guest

Lisa Louise Cooke

Lisa Louise Cooke is the owner of Genealogy Gems, a genealogy and family history multi-media company. She is producer and host of the Genealogy Gems Podcast, the popular online genealogy audio show (downloaded over 1.5 million times!), as well as the Family History: Genealogy Made Easy podcast. Both podcasts are available at www.GenealogyGems.com, in iTunes, and through the Genealogy Gems app. Her podcasts Lisa Louise Cooke on the Genealogy Professional podcastepisodes bring genealogy news, research strategies, expert interviews and inspiration to genealogists in over 75 countries.

Lisa is the author of a variety of multi-media materials available to Genealogy Gems Premium Members, and the books Turn Your iPad into a Genealogy Powerhouse, How to Find Your Family History in Newspapers, The Genealogist’s Google Toolbox, and Genealogy Gems. Her most recent publication is the wildly popular Evernote for Genealogists quick reference guide. In addition, she’s the producer of the video series Google Earth for Genealogy and over 70 videos at the Genealogy Gems YouTube Channel.

In addition to Genealogy Gems, Lisa produces and hosts The Family Tree Magazine Podcast, regularly writes for the magazine, and is an instructor and curriculum developer for Family Tree University.

Lisa’s offerings are not limited to online. She is a sought after international and keynote genealogy speaker having regularly appeared at Who Do You Think You Are? Live in London and RootsTech in Salt Lake City.

Whether in person or online, Lisa strives to dig through the myriad of genealogy news, questions and resources to deliver the gems that can unlock audience’s family history treasure trove!

Contact Links

Lisa Louise Cooke website

Genealogy Gems on Facebook

Lisa Louise Cooke on Twitter – @LisaCooke

Lisa Louise Cooke’s YouTube Channel

Other Links

The Socks to America video (YouTube)

One Action Genealogists Can Take Right Now

“Start now. Do something. Don’t do nothing.”

Recommended Book

The Martha 10 Essentials for Achieving Success as you Start, Build, or Manage your Business by Martha Stewart

Productivity Tool

Evernote – Organiztional Software

Advice

“Do something. Don’t be afraid to fail “

Action Item

Lisa mentioned that all experiences are a training ground for what comes next. That’s a very positive way of saying that all of our life’s experiences accumulate and are useful to leading us to and helping us in our current position. Let’s take a look at our invdividual experiences this week and draw on our own strengths.

ACTION:

Make a list of all the positions or jobs you’ve held in the past whether professional or volunteer. Consider all the skills you’ve acquired and your strengths in completing those roles. Now think about your current position as a genealogy (or soon-to-be) professional. Are you maximizing all of your strengths that you’ve learned over the years?  Think of ways that you can incorporate your strengths and the uniqueness created by the sum of your experiences to encourage you to be the best genealogy professional that you can be.

Direct Link to this post:

http://www.TheGenealogyProfessional.com/lisa-louise-cooke

TGP 28 Ron Arons – Black Sheep Genealogy

Featured Guest

Ron Arons

Born in New York, Ron Arons was reared a goodie-two-shoes. Aside from four moving violations (including a “California” roll through a stop sign, doing 40 MPH in a 30 MPH zone, and driving with his brights on), Arons has never been afoul of the law.

Ron worked for many years as a marketer at many high-tech companies, including Texas Instruments, Ashton-Tate, and Sybase, before deciding to work full time on his book. Ron Ron Arons on The Genealogy Professional podcastbecame interested in understanding his roots after he lost both his parents to cancer 16-18 years ago. In the process of researching his criminal ancestor’s past, Ron has traced his roots to England, Poland, Romania, Ukraine, Belarus, and Lithuania.

In 2005 Ron won a Hackman Research Residency Award from the New York State Archives to continue his research of New York Jewish criminals.

In January, 2008, Ron appeared on the PBS television series, The Jewish Americans, as the acknowledged expert on Jewish criminals of New York’s Lower East Side.

Arons tours the country giving educational and entertaining presentations on Jewish criminals and Jewish genealogy. Ron earned a B.S. in Engineering from Princeton University and an MBA from the University of Chicago.

He is the author of three books:

Contact Links

Ron Arons website

Ron Arons on Facebook

Ron Arons on Twitter – @RonArons

Other Links

The International Association of Jewish Genealogy Societies (IAJGS)

One Action Genealogists Can Take Right Now

“Follow your passion. Find out what you’re good at. What you’re passionate about.”

Recommended Book

The Honest Truth About Dishonesty:  How We Lie to Everyone-Especially Ourselves by Dan Ariely

Productivity Tool

Mind Mapping Tools

Advice

“Find your passion and just do it!”

Action Item

Staying current with productivity and problem solving tools is an important part of professional development. The concept of mind mapping is probably new to many of us. Let’s take some time this week to learn about this new tool and explore how it can help us in our work.

ACTION:

Explore the Freemind and Xmind links above. They are free online mind mapping tools. Spend some time getting to know what mind mapping is and discover how it can help you in your work.  Leave a comment below and let us know what you think of it!

Direct Link to this post:

http://www.TheGenealogyProfessional.com/ron-arons

TGP 26 Thomas MacEntee – The Genealogy Ninja

Featured Guest

Thomas MacEntee

What happens when a “tech guy” with a love for history gets laid off during The Great Recession of 2008? You get, Thomas MacEntee, a genealogy professional who’s also a blogger, educator, author, social media connector, marketer, network builder and more.
Thomas was laid off after a 25-year career in the information technology field, so he started building his own genealogy-related business called High Definition Genealogy. He Thomas MacEntee, Genealogy Ninja, on the Genealogy Professional podcastalso created an online community of over 3,000 family history bloggers known as GeneaBloggers. His most recent endeavor, Hack Genealogy, is an attempt to “re-purpose today’s technology for tomorrow’s genealogy.”

Thomas is a lifelong learner with a background in a multitude of topics and I’ve finally figured out what he does best: teach, inspire, instigate, and serve as a curator and go-to-guy for concept nurturing and inspiration. He believes in success, and that we all succeed when we help each other find success.

He sees things differently than most in the genealogy field; He is almost never content with the status quo. That doesn’t mean he chases after change just for the sake of change; but when he sees an opportunity to improve something and to bring more people into the genealogy sphere, that’s where you’ll find him.

Contact Links

The Geneabloggers website

High Definition Genealogy

Hack Genealogy

Thomas MacEntee on Twitter – @tmacentee

Other Links

Adventures in Genealogy Education blog by Angela Packer-McGhie

 Hubspot blog

MakeUseOf.com

One Action Genealogists Can Take Right Now

“Check out the great educational opportunities that you can find on the Adventures in Genealogy Education blog.”

Recommended Book

The Power of Unpopular by Erika Napoletano

Show Your Work by Austin Kleon

Steal like an Artist by Austin Kleon

Productivity Tool

Excel Project Management spreadsheet available at Hack Genealogy (there’s a video to help you get started).

Advice

“Do a lot of reading and vary your reading lists.”

Action Item

Thomas MacEntee’s career benefits from his habit of seeking expert sources of information for the topics he follows so he can keep up on the latest developments. He then curates and shares the cream of the crop with the genealogy community so that we all benefit. Our own businesses could benefit from seeking out information from outside experts in areas where we need more knowledge, know-how or expertise.

ACTION:

Choose an area of your business where your knowledge of a subject or skill is weaker than you would like. That could be social media, website design, using mailing lists, filing taxes, or any area where you could use more help.  Then spend some time on the internet searching for experts on blogs, websites, YouTube videos or podcasts in iTunes or Stitcher.  Find some reputable sources and then spend some time diving into the topic. Better yet, add a new folder to your RSS Reader and start following some of the sources so that you can keep up-to-date on a regular basis.  If you find some great sources, share them in the comments.

Direct Link to this post:

http://www.TheGenealogyProfessional.com/thomas-macentee

TGP 23 Kathleen Brandt – Military Research

Featured Guest

Kathleen Brandt

Kathleen Brandt is a Professional International Genealogist and Consultant and is a published freelance writer for genealogy magazines and columns. She is the author of the Kathleen Brandt on the Genealogy Professional podcasta3Genealogy educational and skill building blog that explores various cultural and ethnic folk life, traditions, history, and genealogy research tips.

Utilizing twenty years of experience as an international corporate executive and five years of teaching college level Spanish, French and English writing courses, Kathleen offers workshops and lectures, and is a consultant for various international corporations, colleges and universities conducting historical, cultural, and genealogical projects. She has also researched for television episodes of NBC and TLC: Who Do You Think You Are?; and appeared in 2011 presenting to actor and singer Tim McGraw. Her work and research may also be seen on the Chris O’Donnell, Reba McEntire and Ashley Judd episodes, as well as on The History Channel: How the States Got Their Shape, and PBS: Finding Your Roots. She most recently appeared on CCTV America: Asia America Biz.

Her complete Experience / Qualifications CV may be reviewed at the a3Genealogy.com website

Contact Links

a3Genealogy.com website

a3Genealogy on Facebook

Kathleen Brandt on Twitter – @a3Genealogy

Other Links

Association of Professional Genealogists

The Federation of Genealogical Societies

One Action Genealogists Can Take Right Now

“Write a complete business plan with your financial goals”

Recommended Book

 Professional Genealogy edited by Elizabeth Shown Mills

WWI and WWII books by Shelby Stanton

Productivity Tool

Drop Box, Evernote, Google Drive and Hootsuite

Advice

“Most businesses aren’t lucrative, not because the person doesn’t know their craft, we normally do, but because they fail to attend to their business affairs. I encourage everyone to write a business plan.”

Action Item

This week let’s focus on what’s unique about your business and your services. What do you do that separates you from other genealogy professionals? Secondly, what separates you from other professionals in your niche?

ACTION:

Make a list of two to four items that makes you and your business unique within the genealogical community. Next make another list that demonstrates how you are different from others within in your niche. Now look at your how you are projecting your business on the internet and in your business materials.  Does your current visual presence reflect your unique qualities?

Direct Link to this post:

http://www.TheGenealogyProfessional.com/kathleen-brandt

TGP 21 Jane Wilcox – New York Research

Featured Guest

Jane E. Wilcox

Jane E. Wilcox is a genealogical researcher, writer, editor, lecturer, and radio show host, with more than forty years of genealogy experience. She owns Forget-Me-Not Ancestry in Kingston, N.Y. and is a member of the Association of Professional Genealogists (APG) and the New York Genealogical and Biographical Society (NYG&B) Education Committee.
Jane hosts The Forget-Me-Not Hour: Your Ancestors Want Their Stories to Be Told radio show on the internet at www.BlogTalkRadio.com/JaneEWilcox (and formerly on WHVW 950 Jane E. Wilcox on the Genealogy Professional podcastAM radio in Poughkeepsie, N.Y.) and is author of the forthcoming family biography, From England to America: The Odyssey of the William and Margaret Wilcockson Family. She has consulted for the producers of the hit TV show CSI: Crime Scene Investigation for a genealogy mystery TV pilot.

Jane holds an M.S. degree in journalism from Northwestern University, a B.A. degree in English literature and in history, with an emphasis in Colonial American history, from the University of Michigan, and a Teacher’s Certification from the University of Wisconsin-Parkside. As a historian, journalist and teacher, Jane brings historical context to all of her work and enjoys sharing her knowledge with her clients and audiences.

Fascinated with genealogy and history since she was a child, Jane learned genealogy on the lap of her grandmother, a national genealogical records chairman for the Daughters of the American Revolution. Through her research, she has come to believe that the ancestors want their stories to be told.

Contact Links

Website for Jane Wilcox

Jane Wilcox on Facebook

Jane Wilcox on Twitter – @janeewilcox

Other Links

Association of Professional Genealogists

One Action Genealogists Can Take Right Now

“Join the Association of Professional Genealogists and take advantage of what they have to offer.”

Recommended Book

Secrets of the Millionaire Mind by T. Harv Eker

Productivity Tool

Using tables in MS Word for client reports

Advice

“Don’t try to be like everyone else. Find your unique niche and use your unique skills and let people know what you have to offer. “

Action Item

This week we switch from talking about to-do lists to focusing on discipline.  Discipline is forcing yourself to do something you don’t want to do but will be beneficial for you to do. It doesn’t necessarily have to do with your job at all unless of course you need to start working fewer hours. But the overall benefit should improve your day and every aspect of your life. I gave the examples of committing to exercising and making the beds before starting work each morning.

ACTION:

Think of two areas in your life that could use a little more discipline. Figure out how you are going to incorporate these two new commitments into your life.  Keep it simple and try to make it as easy as possible for you to succeed.

Direct Link to this post:

http://www.TheGenealogyProfessional.com/jane-wilcox

TGP 20 Cathi Desmarais – Vermont Research

Featured Guest

Cathi Becker Wiest Desmarais, CG

Cathi is a full-time professional genealogist and owner of Stone House Historical Research, established in 2008. In addition to family history research, Cathi works on U.S. Army military repatriation cases, finding next-of-kin and family DNA donors for unrecovered soldiers from past wars. She also locates missing or unknown heirs and beneficiaries for law firms and title insurance companies. Her work has given her broad U.S. and Cathi Desmarais on the Genealogy Professional podcastinternational experience, with a particular emphasis on Ireland, Vermont, and Pennsylvania.

Cathi currently serves as the Vice-President of the Association of Professional Genealogists and as a board member and mentor program coordinator for the Council for the Advancement of Forensic Genealogy. Cathi’s writing has been published in the National Genealogical Society Quarterly, Crossroads, The NYG&B Record, and the Association of Professional Genealogists Quarterly.

Cathi earned an M.S. Ed. from the University of Vermont, and has attended the Forensic Genealogical Institute in Dallas, Texas; the Genealogical Research Institute of Pittsburgh (GRIP); the Institute of Genealogical and Historical Research at Samford University; the National Institute on Genealogical Research in Washington, DC; and Boston University’s Genealogical Writing course. She has lectured locally as well as at the GRIP and the Forensic Genealogy Institute.

Contact Links

Stone House Historical Research website

Stone House Research on Facbeook

No Stone Unturned blog

Cathi Desmarais on Twitter – @cathidesmarais

Other Links

Council for the Advancement of Forensic Genealogy

Association of Professional Genealogists

One Action Genealogists Can Take Right Now

Write down your goals. Get them down on paper. Where do you want to be a year from now? And then break down your goals into quarterly, monthly and weekly tasks. Stay open to new possibilities.

Recommended Book

“If you want to improve your writing, I would recommend Getting the Words Right by Theodore Cheney. That was on our bibliography in the writing class taught by Tom Jones and John Colletta a couple of summers ago at Boston University, and it had a big impact on my writing.

I also learn about writing by reading other people’s family history books. I loved Only a Few Bones by John Colletta, The Journey Takers by Leslie Huber, Running Away to Home by Jennifer Wilson, and Annie’s Ghosts by Steve Luxenberg. ”

Productivity Tool

Harvest – time tracking tool

Asana   project management platform 

Advice

“Take your business seriously. Prepare yourself well.”

Action Item

This week we are focusing on the practical. We can start our work week off better if we determine ahead of time what we need to accomplish. Sometimes we start out with the best of intentions. Then somehow our week gets away from us. Our focus this week will be on settings goals and creating to-do lists.  While Cathi talked about setting weekly, monthly and even quarterly goals we are going to focus just on weekly goals.

ACTION:

Make a to-do list for the next 7 days. Prioritize your do-to list in order of importance. You can even separate tasks by days if you like. Print out your to-do list and keep it on the desk next to you or pin it to the wall near your computer.

Next, tackle what you fear most. Whatever is on your list that you want to do least – do that first.  Hold off on accepting, or perhaps just scheduling, new tasks or projects until your existing to-do list is complete. Cross of each item as you finish it to get that sense of accomplishment!

 

Direct Link to this post:

http://www.TheGenealogyProfessional.com/cathi-desmarais

TGP 17 Luana Darby – Serving Professionals

Featured Guest

Luana Darby

Luana Darby grew up listening to her grandmother’s stories about growing up in Kansas in the early 1900s. This piqued her interest and developed into a passion to learn more about her roots, which turned into a successful business helping others find and tell their story. Luana Darby on the Genealogy Professional podcastLuana received a bachelor’s degree in Family History from Brigham Young University and a master’s degree in library and information science from San Jose State University.

Luana is a past president of the Utah Genealogical Association and is active in several professional organizations including the Association of Professional Genealogists. She has spoken at many local, regional and national conferences on a variety of technology and genealogical research based topics.

Luana is the owner of Lineages by Luana  and co-owner of American Patriots and Pioneers Research Services.  Based in Salt Lake City, Utah, her research expertise includes the United States, Canada, and Western Europe, with a special interest Palatine German research – tracing Germans immigrants of the 1700s who settled in Colonial Pennsylvania.

Contact Links

Lineages by Luana

One Action Genealogists Can Take Right Now

“Take the time. Set out your  strengths and weaknesses. See what things you really enjoy and have a passion for and head yourself in that direction.

Recommended Book

Professional Genealogy edited by Elizabeth Shown Mills

Pennsylvania German Pioneers by Strassburger and Hinke (note: there are 3 volumes)

Productivity Tool

Drop Box – Tool for sharing large files

Advice

“Network and if you’re just starting, find a mentor.” “

Action Item

This week we continue with the theme of networking – but with a twist. Have you ever received emails from people requesting services that you don’t provide? What do you do with those emails? Ignore them? Delete them? Create opportunity for yourself by providing value for potential (or non-potential as the case may be) clients and colleagues. When you receive an email such as this reply back that you don’t provide the service but that you can connect them with someone who does. Then provide the email address or website for the person who most closely matches what they need. The person will appreciate the time you took to help them and may even return someday to be a customer of yours.

ACTION: Check back through your email from the last 4 weeks. Are there any emails that you’ve ignored? Emails from people asking for services that you don’t provide? Take the time to respond to those people by referring them to colleagues who do do that sort of work. In doing so, you will provide value in your response and will look very professional to the person who contacted you.

 

Direct Link to this post: http://www.TheGenealogyProfessional.com/luana-darby

TGP 15 Rebecca Whitman Koford – Maryland Research

Featured Guest

Rebecca Whitman Koford, CG

Rebecca Whitman Koford, CG is a professional genealogist in American research with special emphasis in Maryland. She has been interested in genealogy ever since the age of five, when she could read her parents’ collection of old handwritten family group sheets.

Rebecca has been taking clients and lecturing since 2004. She has spoken for the Maryland State Archives, Banneker-Douglas Museum in Annapolis, Maryland, Kensington Family Rebecca Whitman Koford on the Genealogy Professional podcastHistory Conferences, Baltimore Family History Workshops, the York Family History Conference in Pennsylvania, The Reginald F. Lewis Museum in Baltimore, and for groups in New Jersey, Pennsylvania, and Delaware. Rebecca is a member of DAR, NGS, MDHS, NYG&B, and former Assistant Director of the Columbia Family History Center, and is a Certified Genealogist.

She was the Treasurer for the National Capital Area Chapter of the Association of Professional Genealogists and taught Beginning and Advanced Genealogy courses for Howard Community College until her move in 2010. She now volunteers at the Family History Center in Frederick. She was coordinator for the 4th and 14th ProGen (peer-led group study of Mills’ book Professional Genealogy) and 16th GenProof (peer-led group study of Jones’ book Mastering Genealogical Proof) online study groups and is currently enthusiastic about the Preserve the Pensions: War of 1812 project sponsored by FGS. Rebecca is head genealogist for ReelTributes, a genealogical documentary company, and she invites you to view her monthly blog articles at www.reeltributes.com. She lives in Mt. Airy, Maryland, with three active teenagers and a very patient husband.

Contact Links

Rebecca’s APG Profile

Rebecca – Google+ page

APG National Capital Area Chapter

One Action Genealogists Can Take Right Now

Find people  who are in a genealogy career. Go and join your local APG group.

Recommended Book

The Researcher’s Guide to American Genealogy by Val D. Greenwood

Productivity Tool

The templates Rebecca uses (created in MS Word) to keep herself organized

Advice

“Enjoy the journey.”

Action Item

This week let’s focus on your most fun project! Is there is a project than stands out more than others? Perhaps a client that was great to work with or a project that was really fun?

ACTION: The first step in your action item this week is to identify one or two projects that standout for you, either as the most fun, the most challenging or for some other positive reason. Make a list of those projects. It can be a client project, one that you’ve done for yourself or for family or friends.

Next contact the person you did the project for whether that is a client, family or friend, and ask them for permission to use the information about the project in an article or lecture so that you can teach others. Yes, even if it was for family or friends you need to contact them and ask for permission. Get the permission in writing.  If anyone has privacy concerns let them know that you will not include their personal information in your finished product.

We’re not going to take the next step yet of turning the project information into usable content to be shared. For this week, simply select the projects and ask for permission. Asking for written permission is the most important part. In a future episode we will discuss what to do with the project so that you can transform it and share it.

Direct Link to this post: http://www.TheGenealogyProfessional.com/rebecca-koford

TGP 13 Leslie Brinkley Lawson – Forensic Genealogist

Featured Guest

Leslie Brinkley Lawson

Leslie Brinkley Lawson, full-time professional genealogist, specializes in forensic genealogy (missing & unknown heirs, probate research), providing due diligence and kinship determinations. Clients include attorneys, executors, guardians, banks, probate firms, private clients. She is a regional and national speaker.Leslie Brinkley Lawson - Forensic Genealogist

As a forensic genealogist Leslie Lawson has completed genealogy research for attorneys across the United States. She has a range of experience from proving family lines to reuniting family members as well as proving parentage for those unable to speak due to injury or disability [dementia, Alzheimer’s, schizophrenia].

Leslie currently serves as the President of the Council for the Advancement of Forensic Genealogy (CAFG) and President of the Oregon Chapter of the Association of Professional Genealogists. Visit her website: www.LawsonResearch.net.

Contact Links

Leslie’s website – Lawson Research Services

Facebook – Lawson Research Services

Leslie on Twitter – @llawson3967

One Action Genealogists Can Take Right Now

  1. Join APG and fully investigate that website.”
  2. “Set goals for the month, the quarter and the year and have a close friend who is going to keep you accountable to those goals.

Recommended Book

Professional Genealogy edited by Elizabeth Shown Mills

Mastering Genealogical Proof by Dr. Thomas W. Jones

The Researcher’s Guide to American Genealogy by Val D. Greenwood

Productivity Tool

Drop Box – Tool for sharing large files

Mozy – Backup service for computer files

Snag It (by TechSmith) – screen capture software

Sunrise – Calendar App

Advice

“Create templates for everything. Create a template for your report form, for your citations using Evidence Explained. Make yourself a template of every citation you use on a regular basis.”

Genealogy Idol Competition video where Michael Hait describes creating macros for citations. (free to watch)

Action Item

Leslie talked about networking and finding cients. Are you doing everything you can to find new clients? Here’s a check list of active and passive ways to make yourself visible to potential clients.

ACTION: Go through the list and rate how you are doing in each area. Commit to making improvements in your weaker areas.

Passive

  • Do you have a full and complete profile on a Professional Organization Website? (such as APG, BCG, ICAPGEN)Do you have a website?
  • Do you have a social media presence? (Facebook page, Twitter, LinkedIn, Google+)
  • Do you have a business card (try VistaPrint for inexpensive business cards

Active

  • Do you respond to discussions on a professional association list?
  • Do you respond to queries on general genealogy lists? (such as surname or geographic specific lists)
  • Do you participate in groups on LinkedIn where you’re target clients are active?
  • Have you joined societies related to your niche and volunteered so that you get to know other members?
  • Have you advertised online or in print magazines where your target clients are known to spend their time?
  • Do you write a blog related to your expertise?
  • Do you network?

What other ideas can you come up with that I’ve left off the list?

 

Direct Link to this post: http://www.TheGenealogyProfessional.com/leslie-lawson