W. Lloyd Williams

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New Webinar

For the past year I stopped all social media and limited my projects while working on creating a series of new webinars.  Today technology exist that will help advisers better manage their practice and portfolios.

These institutional tools do not exist inside the firms and a knowledge gap exists between advisers and sophisticated investors. The secrets that the large institutional traders know and the tools they use are what separated the retail broker from the institutional trader in 2008. The upcoming webinar will inform advisers how to eliminate that risk and turn their existing investment process into a marketing tool.

Webinar Info

Title: New Tools to Help Understand and Manage the Markets (2-part series)
Date: January 6 & 7
Time: 4:00-5:30pm Eastern

Cost: $195 (plus HST for Canadians)

Space is limited because of the High Definition Webinar  bandwidth requirement.

Registration Link Here

Prior to the Webinar:

  • Each participant will complete a Trader Self Assessment
  • Complete an Anymeeting system test to confirm compatibility

Topics Covered:

  • Investors need to understand the trader's mindset
  • Why understanding what happens in the short term will improve your long term
  • How the Big Picture impacts funding accounts, entering trades, and new relationships
  • Determining the market's context and condition to better position portfolios
  • Understanding economic and geo-political risks and how to handle them
  • Importance of managing multiple time frames within accounts
  • Trading tools for investors
    • Market Profile - Looking inside the market
    • Volume Profile - Levels where business is best conducted
    • PnF charting - Information without all the clutter
    • Professional vs Amateur activity in the markets
    • Percent Change - The Flight to Quality Indicator
  • Other outstanding tools and technology available today to simplify your process and create a competitive edge
  • The six keys to a risk-control system
  • Managing risk to maximize investment returns
  • Five fundamental truths about the markets
  • Psychology of trading
  • The seven beliefs for consistency
  • Creating headspace to improve your focus and results
  • How to change bad habits and habit mastery
  • Creating a lean business
  • Systems vs Goals
  • Best processes
  • Turning your practice into a marketing message

Post Webinar:

  • Recording of webinar series available for two weeks
  • Reading list of all references
  • Software and technology list
  • List of essential websites

Email me if you have additional questions: [email protected]

Margin Days

Every so often a book comes along that changes the way we perceive the world and our place in it.

Dr. Swenson defines margin as “the amount allowed beyond that which is needed.” We each  have a capacity of emotional energy, physical strength, financial assets, and time.  Like a glass that holds eight ounces, once filled to capacity, it overflows.  We tend to run our lives at maximum capacity. There are several ways to add margin into our life or oganization. 

First

Once a month, allow each team member to have a weekday off to spend with family or running errands they are unable to do during the weekend. Start with half days and then move to full margin days. A team member’s absence, one day a month, will not adversely affect your team, and you might find that the remaining workdays have more energy and are more effective.

Second

Set aside a certain period during the work week when each person has uninterrupted time to work on whatever they deem most important. This focused time will yield greater results.

Third

Give descretionary margin days, following a stressful project,. These become days of re-creation, not just recreation.  

Margin Days recharge our batteries and allow us to return ready to tackle the job at hand.  Creativity increases and more work is accomplished in less time. No longer are we operating at the limit of our physical and emotional energy.