Browsing Posts published by Lloyd Williams
Personal income in China has risen significantly in the last thirty years. The sleeping giant stirs.
Hopefully China will avoid many of the consequences of growth that plague the developed nations of the West.
Source: GapMinder.org.
In the sidebar are links to my new business only Twitter and Facebook accounts. I will post updates, news items and articles of interest on my new Twitter account and it will forward to the new Facebook account. Twitter is a great way for me to broadcast articles and links of interest quickly. Follow me on Twitter or Friend me on Facebook for updates.
Over the coming weeks we will examine the Myths of the Market. A myth is “a widely held but false belief or idea.” There are four major myths that negatively impact advisors and clients. We will examine each in detail. Until then take a moment to examine the drawdown on stocks and bonds. Are bonds really safer than stocks? And where do you go when neither is attractive? Question every investor should answer.
Today clients are gripped by an overwhelming fear that is controlled by influences outside their control. Three trends of the modern age increase the impact of this fear on their future. The video link below identifies the root cause of this fear and explains the need to help clients remove it from their experience.
Link: http://www.lloydwilliamsinc.com/subscriber/YourClientsFear.mov
This video is excerpted from the recent Counter Intuitive 2.0 Workshop and is for subscribers to the SIA Market Report Only.
If you are not a subscriber, you may receive a 14 day free trial at http://www.ActionSheets.com
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
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.
Fiona Collie interviewed me for an article she wrote for the Investment Executive website titled, “Top five mistakes in shifting to a fee-based model.” We discussed some of the major pitfalls and how to avoid them.
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