Three Tools Broadcast Call (NEW)

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A financial advisor must have the best tool to excel in the marketplace today. We will present in a 1 hour broadcast call:

  • The Best Practice Tool
  • The Best Presentation Tool
  • The Best Process Tool

DOWNLOAD PDF BROCHURE HERE

Tool #1 - The Best Five Questions to prepare for all meetings and appointments. Eliminate confusion and prospects' lack of action.

Tool #2 - The Best PowerPoint Presentation

 to focus on the major concern of this generation and position you as the solution for your prospects' needs.

Tool #3 - The Best Investment Process

 is also the simplest to implement and maintain. Focus your time on your client relationships and protect their assets.

WHAT YOU RECEIVE

:

  • Pre-call PDF
  • One-Hour Conference Call on the Three Tools
  • Five Questions Worksheet
  • PowerPoint Presentation for Prospects with notes
  • Free trial to Best Counter Intuitive Solution

CALL DETAILS

:

Dates

: April 4 or 25 (attend either)

Time

: 4:00 pm Eastern (1 hour call)

Dial-In Number: 206-402-0100

Caller PIN: 876422#

FOR MORE INFO: 

DOWNLOAD PDF BROCHURE HERE

TO REGISTER: Send your name, firm, and email address to office@LloydWilliamsInc.com

Counter Intuitive Investing - New Series

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8-Week Conference Call Workshop Series

Did you have negative returns in 2008? Do you want to protect your client's assets from future market volatility? Would you like to better manage the risk in your portfolios? Learn the Counter Intuitive Investing process that can help you avoid the large declines in stocks by using Relative Strength and Point & Figure Charting. Today's technology puts you back in control of your practice and gives you the ability to protect your client's assets.

Dates: Fridays starting January 8, 2010 for 8 weeks 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
  • Twelve hours of material for less cost than a single consulting call
  • Easy to implement
  • Weekly feedback
  • Email access to Lloyd during the eight weeks
  • FREE 8-wk access to DorseyWright.com & SIACharts.com during the workshop

Outline:

  • Build a Counter Intuitive Practice in Today’s Marketplace
  • Powerful Risk Management Tools: Relative Strength and Point & Figure Charting
  • Prepare Prospects & Clients for Counter Intuitive Investing
  • Create Unlimited Trust and Introductions
  • Present a Unique Counter Intuitive Solution
  • Handle Questions and Objections
  • Be a Catalyst for Positive Change in the Lives of Clients
  • Build and Manage a Counter Intuitive Team

The eight 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 Workshop and apply it to your practice.

What Previous Attendees Said:

“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

"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

“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.”

Discounts available for early registration.

REGISTER NOW

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New Conference Call Workshop - Register Now

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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

Outline:

  • 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.

REGISTER NOW

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Conference Call Scheduled for Monday, Oct 27

Lloyd Williams' Conference Call Subject: What To Do NOW in Your Practice...

Date: October 27, 2008

Time: 2:00 PM Eastern

Call in number: 646-519-5883 (note please mute your phone)

PIN: 1027#

Bridge Instructions: The bridge will open up 5 minutes prior to the start time.

Functions for Callers: To place oneself in mute, enter *6 To remove oneself from mute, enter *6

NOTE: The bridgeline is limited to 500 callers. If you call in after the max is reached you will recieve a busy signal. Branches please use conference room with speaker phone on mute.

Please read Lloyd's Mastery Habit post titled In Good Times Focus on Clients, In Bad Times Focus on Prospects (click on the link)