Lloyd has conducted workshops for advisors of more than fifty top financial service firms and at international conferences.

Workshops enable participants to interact with new concepts and tools faster then most training programs. Because of the experience and knowledge Lloyd brings to the workshop, participant’s questions are given actionable solutions. Lloyd’s workshops are defined by one word, “deliverables”.

Both live and conference call workshops are available. Below are links to a few of the current workshops.

What People Say About Lloyd's Workshops

Five years ago I was frustrated and considering changing careers. Instead of finding a new career, I was led to Lloyd Williams. Not only has Lloyd helped me better than double my production over the past 5 years with a simple, easy to follow fee-based business model, he has helped me become a better advisor, husband and father. Thanks Lloyd. - Jeff Blaser, CFP, CIMA, RetireCare Solutions®
Some of Commonwealth’s most memorable presentations have been those offered by Lloyd William and the feedback I have received from my clients relative to his value-added has always been among the best at any event he’s been a part of. - Wayne Bloom, CEO, Commonwealth Financial Network
After searching far and wide, I have found Lloyd’s approach to client relationships truly unique and structured for success. Lloyd’s method is the way financial advisors should be doing business. It won’t be long before compliance officers and sales managers mandate this business model. - Brian Schrag, CFP, Wells Fargo
I have had the pleasure of attending not only workshops and seminars but also knowing Lloyd Williams personally. The energy and excitement he brings to every thing he does is infectious. You can not help leaving a conversation with Lloyd knowing this is a man of conviction and tremendous talent. - Royce N. Nies, CFP, Former President of DE Frey & Co., Research Magazine Hall of Fame
We found Lloyd’s guidance and inspiration to convert our practice to fee-based to be a key element in the success that we have had. We believe that without his advice we could not have completed the process as efficiently or as quickly. - Penny Omell, M.Ed, CIM, FCSI, CIMA, The Omell Financial Group

Why Hire Lloyd?

Click here for answers to your questions about Lloyd and his workshops


Live Workshops

Counter Intuitive Investing

Let’s Talk: Marketing as a Conversation

Attract Clients: A Financial Advisor’s Guide Building and Running a Successful Practice

Transition To Fees

Mastery Level Habits

Seven Skills: To Build a Better Team, Branch, Region, or Firm

Focusing Workshop

Through the Eye of the Storm: What to Tell Clients Now

Conference Call Workshop Series

Counter Intuitive Investing

Attract Clients: A Financial Advisor’s Guide Building and Running a Successful Practice