Countdown to CII 3.0 Workshop and Action Sheet Launch

2-Week Conference Call Workshop Series

Does the volatility of the markets bother you and your clients? Below is a quote from an alumni of the workshop.

The problem 10 years ago was I had no effective way to deal with it in clients' portfolios. Now I do and I thank God every day that my Branch Manager introduced us to you three and a half years ago. - Tony Liokossis - BMO

Time is running out to register for the workshop. See the Countdown Timer in the sidebar.

  • Would you like to know the answers to the five most important investment questions every day?
  • Did your clients have negative returns in 2008?
  • Do you want to protect your clients' assets from future market volatility?
  • Would you like to better manage the risk in your portfolios?

If you answered "yes" to any of these questions, you will want to participant in these two complimentary conference calls. Learn the Counter Intuitive Investing process that can help you avoid the large declines in stocks by using Relative Strength. Today’s technology puts you back in control of your practice and gives you the ability to protect your clients' assets.

CII Conference Call Workshop Details Dates: Tuesday, August 2nd and August 9th Time: 4:00-5:00 pm Eastern Cost: Complimentary Conference Call To Register: Send your name, firm, and email address to office@LloydWilliamsInc.com

 Introducing Action Sheets

The most useful investment tool I have ever found is now available. Whether you use stocks, bonds, mutual funds, managers, ETFs, closed-end funds, or a combination, the new Action Sheet will provide the answers you need to better manage your clients' assets. Never before has all of this information been available in one place and so easy to access, customize, and implement.

Below is a chart of the performance of the Action Sheet for the past five years compared to all stocks or a 60/40 portfolio. Notice the positive return in 2008. Register to find out more about this powerful tool that will help you better manage your client portfolios.

To Register: Send your name, firm, and email address to office@LloydWilliamsInc.com

 

Action Sheet Performance Chart

During the workshop you will receive all performance data to help you in marketing. The workshop will also include sample client and prospect presentations. Read below to see what others have to say about this workshop.

What Previous Attendees Said:

“A quantum leap forward! I have been in the business for over 7 years now. In March I became a monthly coaching client of Lloyds, and since have joined the Counter Intuitive conference call series. As a technical analyst fan, I was ecstatic that Lloyd brought forward the system presented in the series. It makes sense, it is straight forward, and you can customize it to your own style. Once again Lloyd has provided massive value for my clients, my team, my business and my own personal goals. Nothing feels better than having crystal clear clarity for the operation of your business. Imagine building and running your business day to day and having the bandwidth to focus on what matters most; all the while having a system to manage your participation in the markets - which you do not have any control over. I highly recommend Lloyd’s series for anyone who is committed to making a step forward.” - SB

 

“Just thought you’d like to know that the three IA’s who are working through your Counter Intuitive Investing program are more engaged and excited than I have seen them in their careers! They have the confidence and conviction that is infectious. One described it as “what he has been waiting for all his career”. They are excited to roll this out to clients and have no doubt that, along with the Relationship Conversation, they have the best offering in the city! I wish we could get all 37 IA’s this excited and engaged.” - DS – Branch Manager

 

“I cannot say enough about the great help you have provided my team in terms of stressing the importance of the “Client Relationship”. However, your recent emphasis, via the Conference Call Workshop Series, dealing with the “Financial Relationship” has been awesome! I wish I knew this material long ago!” - DH

 

“We continue to be incredibly excited about the coaching, conference calls and the Point & Figure process you are introducing us to! Thank you.” - JR

 

“Great program, by the way! I am moving to change the way that I run my business and inherently the way we manage the risk of client investments. I do so agree that these times require new tools. Your program is very useful to me thus far!!” - PM

 

“Good class and we have at least one new item to add this week to help us to the next bigger step, thank you.” - DB

 

“This process is helping me answer some of the nagging questions my clients or I have had over the years, which were thrown into sharp relief in 2008. I can’t see myself being limited only to traditional asset allocation and fundamental strategies for the future.” - LK

Sign up to participate in what many are calling the “most valuable workshop in my career.”

To Register: Send your name, firm, and email address to office@LloydWilliamsInc.com