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
- 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

