New Conference Call Workshop - Register Now


Attract Clients 10-Week Workshop

In the past this workshop was restricted to participants from a sponsoring firm. For the first time Lloyd Williams' 2-Day Workshop is being offered to all financial advisors.

The same workshop used by over fifty top financial service firms is now available to you and your entire team through ten 90-minute conference calls. Lloyd will take you through all aspects of building and running a successful practice in today's market.

The workshop is updated to include new material following the lessons learned in 2008.

Dates: Every Friday starting October 2, 2009 Time: 11:00-12:30 pm Eastern

To register for the workshop download registration form here and fax to 309-294-5519.

Advantages for your team:

  • No travel expenses
  • Entire team can participate
  • Actionable ideas
  • Fifteen hours of material
  • Easy to implement
  • Weekly feedback
  • Email access to Lloyd
  • Great refresher


  • Build a Practice in Today's Marketplace: Fees or Not
  • The First Conversation - Part One
  • The First Conversation - Part Two
  • Present a Unique Solution
  • Handle Questions and Objections
  • Be a Catalyst for Positive Change
  • Action Plan for Change
  • Build and Manage Your Team
  • Counter Intuitive Investing
  • Presentations to Move Money Now

If you attended the workshop in the past, come for a refresher and learn what has changed because of 2008. The ten weeks will allow you to gradually incorporate these concepts into your practice.

For half the price of an airline ticket you and your entire team can participate in the updated Workshop and apply it to your practice weekly.