Describe the days you have enjoyed the most throughout your life. Make a list of all of them. See what is common and what makes them unique. That is what you want the rest of your life to be like. Try it.
Investments are not the only area where the “old truths” can turn out to be myths. The following is from an article by Doug Copp.
“TRIANGLE OF LIFE”
My name is Doug Copp. I am the Rescue Chief and Disaster Manager of the American Rescue Team International (ARTI), the world’s most experienced rescue team. The information in this article will save lives in an earthquake. continue reading…
How are your New Years resolutions going? For many they have fallen by the way side like excess baggage. Yet at the time you created them, they were important to you. What changed? Maybe nothing. On reflection they may still be important to you. So why are they no longer active?
These questions reveal a problem we all face, both personally and as business owners. We and our clients want to make changes, but in the end most never happen. The dream, goal, or desired outcome is real, but unfulfilled.
There is a simple two word answer. NEXT ACTION. Without a defined next physical action our dream, goal, desire, or resolution is simply a nice slogan. Look back at what you resolved at the beginning of the year and identify the next physical action. Then block off time on your calendar this week, and set an appointment with yourself to complete that next action. Then identify the next action and set another appointment with yourself for the following week.
In less time that you can imagine today you will have accomplished your desired outcome and can set something new. Twelve months from now you will be amazed at all the things you have accomplished.
In December I resolved to begin the P90X Fitness Program in January. After the first month I am amazed how well I feel. Having just turned fifty-three, I look forward to seeing my abs again. Shedding 11 pounds and 5.4% body fat in a month, this program’s discipline of daily next actions makes this program successful. What desired outcome to you have? What desired outcome do your client’s have? Make them a reality by identifying the next physical action.
Click on the link below to listen to the Free Conference Call Introducing Counter Intuitive Investing.
Download more information here.
$200 Discount for November registration
$100 discount for December registration
Register Now
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.
Are you prepared for the increased volatility of the next decade. During my career 1984-1999 the market enjoyed an unprecedented rise. Despite the volatility of the single largest one-day decline in the history of the market and two other volatile years the sixteen year bull market was extraordinary. In 1995, I stated that the following decade would be substantially more volatile that the 80’s and 90’s.
The decade from 2000 has proved to be one of the most volatile in history. An investor in the S&P 500 on January 1, 2000 has yet to break even. I am stating here that the next two decades will be even more volatile than this one. The reasons are globalization, communication, and technology.
Globalization will increase the breadth and depth of the markets. This is good and bad. At times the different markets are trading in contrast to each other and diversification can reduce risk and increase opportunity. But in times of crisis they trade in tandem leaving no safe haven and increasing the risk and volatility.
Communications will allow information to speed around the globe and technology will allow for faster response. This would seem to be good, but it requires a quicker response to changes. When decisions are forced without adequate thought, there is an over reaction that increased volatility.
Are you prepared for this increased volatility?
- Were your accounts up last year?
- Are you prepared for increased volatility in the markets?
- Do you know where to go if stocks are unattractive?
- Can you protect your portfolios during the next correction?
…If you answered NO to any of these questions…
Participate in the upcoming Conference Call Workshop.
For sixteen years we had no down years, few down quarters, retired every client early, and received hundreds of introductions each year. How this was acomplished has never been presented in public before. Even as a coaching or workshop client we focused our time on team infrastructure and building a deeper client relationship.
For the less than the cost of a one hour consulting call, your entire team can participate in 15 hours of instruction on how we actually managed our clients money.
NOTE: Our unique solution was NOT managed money.
You will want to participate in these calls.
Why is it necessary for businesses to have a Relationship Conversation with clients? Over the last decade confidence in professionals has declined. Lawyers and Accountants have lied in corporate scandals. Patients regularly double check what a doctors says against their own research done over the internet. Financial Advisors have failed to protect their clients assets from the volatility of the markets. Trust is rare. And Unlimited Trust is nearly impossible to achieve with out a Relationship Conversation followed by helping clients identify and achieve there dreams faster.
Most important decisions in life are counter intuitive and difficult to make when the herd is moving in one direction and you need to go in the opposite. This is when a professional is needed to help the client make the correct decision. This is also when unlimited trust is necessary. Without it a client will naturally gravitate to the herd.
To gain Unlimited Trust a professional must become a Strategic Catalyst in the life of the client. Positive change is what every client desires. By partnering with your client to identify and create positive change toward a specific dream or goal you become integral to the clients life. This quickly leads to Unlimited Trust.
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.
We all desire positive change in our lives. As we discussed last week, positive change requires not just a desire or goal, but a next action. If you want to be a catalyst for positive change in the life of others you must partner with them in identifying their desire and next action. Then, with them, track the accomplishment of their next actions until the desired outcome is realized.
You no longer sit on the sidelines of their life, but actively participate in the achievement of their dreams. Your conversations can now focus on what is most important to them and, as a partner, you share in their excitement and are valued by them in a unique way.
Remember refer-ability is not tied to your expertise or knowledge, which are usually assumed. It is not your unique solution that compels them introduce you to others. Your refer-ability is directly tied to your clients experience with you. Is their lifestyle maintained and enhanced by knowing you?
Partnering with those around you and monitoring the positive change in their lives connects you to the accomplishment of their dreams. The simple process of recording what they want to do and encouraging them in completing simple next actions will guarantee they achieve the dreams.
For each person or couple you partner with, record their next dream. Then note under that dream the next action they want to accomplish. Now each time you talk with them update the next action as they are completed. Occasionally drop them a line or call to check on their progress. This simple process changes your conversation and gently encourages them to complete what they desire. Now because of your partnering with them, the desired outcome is achieved sooner and a new desired outcome can be set. As a catalyst for positive change you can help others achieve substantially more than they ever imagined. Now you are value-added.
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