Attract Clients on Sale

In this new edition, I present the material covered in my popular 2-day workshops conducted in over fifty financial service firms across the U.S. and Canada. I begin with the importance of advocacy-based marketing in contrast to solicitation. Next, I walk you through the all-important First Conversation, which establishes the trust necessary to build deep relationships. Finally, I deliver the scripts, presentations, and tools required to build and manage your business. These are not just concepts to consider, but deliverables to implement in your practice today. Lloyd’s new book is now available at Amazon