Three-Day Practice Focus Workshop in Lunenburg

Download the PDF brochure here.

For three days you and a team member have the opportunity to focus on your practice in the unique seaside community of Lunenburg, Nova Scotia. In this historic boatbuilding centre of Canada you will learn the importance of a lean process-driven practice that will future-proof your business. 

This expanded three-day workshop will be open to the first 10 teams only.

Register early

 The workshop will focus on deliverable concepts you can apply immediately to your practice.

Workshop Info

  • Date: October 5-7, 2017
  • Time: 8am-5pm daily

  • Location: Lunenburg Arms Hotel & Spa, 94 Pelham Street, Lunenburg, NS B0J 2C0

Daily Agenda

8:00-10:00 session
10:00-10:30 break
10:30-12:00 session
12:00-1:00 lunch in town
1:00-3:00 session
3:00-3:30 break
3:30-5;00 session

For further information email wlw3@mac.com to schedule a call.

 

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

CII 2.0 Workshops in Three Locations

Important UPDATE: We have additional locations for the upcoming CII 2.0 workshops. London, ON - March 17 (1-5 pm) Toronto, ON - March 22 or 23 (time not set) Cornwall, ON - March 25 (8-12 am)

Cost: No charge Registration: Send email to office@lloydwilliamsinc.com with:

-Preferred Location -Name -Email -Firm -Number in your party

Note: Seating is limited in each location. Register Early.

Details and driving directions will be sent upon registration.

Please forward this to others you feel may benefit.

Thank you, Lloyd Williams

New CII 2.0 Workshop on March 17

Half-Day CII 2.0 Workshop The workshop will cover how to transition your business to a Counter Intuitive Practice. We will discuss the difference between typical investment practice and a Counter Intuitive practice. Why it is necessary today. How to present to your clients and prospects. We will also be introducing the current portfolio and tools and discussing the upcoming automatic upgrade to SIA Action Sheet. This will revolutionize your practice.

Do you want to:

-gather more assets? -spend less time managing the money? -focus more of your attention on creating advocates? -capture 100+ referrals a year? -create an auto-pilot business? -stop lossing clients money? -have a unique message in the marketplace?

If you answered yes to any of the questions above, you will want to attend.

Location: London, ON Time: 1-5 PM Eastern Cost: No charge Registration: Send email to office@lloydwilliamsinc.com with name, email, and firm for each person in your party

Note: Seating is limited to 30 participants. Register Early.

Details and driving directions will be sent upon registration.

Alpha and Beta

Most investors and advisors pursue alpha (performance) and the result is beta (risk/volatility). We should pursue the reduction of beta and the result would be alpha. If you don't lose money you don't have to make as much to get it back. A single significant loss like 1987, 1990, 1997, 2001, 2008 can eliminate all the performance of the proceeding years.

If you would like to reduce beta and achieve true alpha register for the upcoming Counter Intuitive Investing Workshop. For more information click here.

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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New Half-Day Workshop Helps Advisors During Difficult Times

The new half-day workshop titled, What To Do Now is helping financial advisors during these difficult times. Many are replacing lost assets in a matter of weeks that were lost in the last quarter. The opportunity to grow your business is outstanding, see what others are saying. Comments from advisors who attended the Toronto workshop back in November:

“Great presentation and upbeat vision of the future. Lloyd covered the right information with good content for the current market turmoil!”

“I have never sat still for 4 hours in my life until this presentation…excellent!”

“Everyone should hear this message!”

“Lloyd has given me a load of ideas to go to clients and prospects with”

“Lloyd’s reasons for being positive are exactly what I needed to hear given the difficult markets”

Here are some comments from advisors who attended Lloyd’s workshops in Montreal, Ottawa and Toronto this past January 2009:

“I needed this conference. I have been letting this business and some of my clients get me down. I needed to be reminded to remain positive no matter what. I found the whole seminar worthwhile. The wheels are turning again and I thank him for that. I have not been this enthusiastic in some time”.

“I’ve attended a number of Lloyd’s sessions in the past and always find them valuable”

“Overall it was a valuable exercise where someone will definitely have some positive takeaways, regardless of your style of business”

“I am always reflecting on trying to manage the ‘right thing’ in the book of business. His emphasis on client intimacy and the practical “how to’s” were excellent”

“This seminar was more than I had hoped for. I woke up during the night (after the seminar) thinking of the seminar and ways that I was going to approach my clients & improve my business going forward”

“Very productive and one of the best I have been to”

If you would like to host a workshop for your firm please contact office@lloydwilliamsinc.com for more information.

New Branch Workshop a Success

Mastery Level Habits: Thirty Habits That Will Create Revenue Now A new advanced practice management workshop reveals the skills, habits, and practices of those teams that have mastered the consulting business. Taken from the best of the best these skill can be adopted by you and incorporated immediately into your practice.

Our team coaching relation is going on for over six years now. And nevertheless, your Mastery level skills seminar was far from redundant to us. Quite the opposite in fact. It was of tremendous value for each team and branch member. We each drew great profit from it, feeling greatly motivated to reassess our individual and team priorities... using simple common sense. Luc Blanchard, Branch Manager - BMO-Nesbitt Burns

The Workshop on Mastery is timeless. It was a very valuable boost to the branch's motivation. You started with the characteristics the Masters of this business share and that made everyone remember, no matter where they are, they can improve. Then you gave us practical tools, everyday tools, that will help us get there. Even though you have personally coached me and my team and I have been to several workshops, I walked out with a pad full of notes! Thanks. And keep coming back. Dave Sanderson - Branch Manager - BMO-NB

This workshop clearly represents the next stage of evolution in relationship based practice management. Lloyd has been able to compartmentalize the key elements of successful Advisory practices and allow the participants to pick and choose what they need. Highly recommended for motivated Advisors at all levels of practice development. Mike Miller - Branch Manager - HSBC

If you are interested in having Lloyd do a workshop for your team or branch please email office@lloydwilliamsinc.com for more information.