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

In 1989, Wendell Berry delivered a Commencement Address at the College of the Atlantic in Bar Harbor, Maine that included not Ten Commandments but ten hopes.

1. Beware the justice of Nature.
2. Understand that there can be no successful human economy apart from Nature or in defiance of Nature.
3. Understand that no amount of education can overcome the innate limits of human intelligence and responsibility. We are not smart enough or conscious enough or alert enough to work responsibly on a gigantic scale.
4. In making things always bigger and more centralized, we make them both more vulnerable in themselves and more dangerous to everything else. Learn, therefore, to prefer small-scale elegance and generosity to large-scale greed, crudity, and glamour.
5. Make a home. Help to make a community. Be loyal to what you have made.
6. Put the interest of the community first.
7. Love your neighbors–not the neighbors you pick out, but the ones you have.
8. Love this miraculous world that we did not make, that is a gift to us.
9. As far as you are able make your lives dependent upon your local place, neighborhood, and household–which thrive by care and generosity–and independent of the industrial economy, which thrives by damage.
10. Find work, if you can, that does no damage. Enjoy your work. Work well.

Source: Scott Walters - Theatre Ideas

The compound effect of the decline in real estate and the strength of commodities has created an interesting comparison. The important decision is how to position yourself now.

Subscriber Only Content
Subscribers should do a comparison of IAU over the past five years to see just how strong commodities are on a relative strength basis.

Two often when a group presentation is made to prospects, the solution is delivered too early. It is like a farmer planting a field that hasn’t yet been prepared. A presentation should identify the fear the client has and the problems the client faces. You should lay the groundwork by plowing up the ground, then tilling to chop up the dirt so that later when the solution is cast on to the ground, as seeds out into a field, they are cast to a ground that is ready to receive the seeds.

If you try to present your solution in your initial presentation, you waste it, like trying to seed unprepared ground. There is no trust. There is no understanding of the need or problem they have to solve. There is no understanding of the fear that leads to their discomfort.

First, understand and establish the purpose of your presentation: education, information, or new clients. make sure that this purpose is present throughout your presentation. Too often advisors conduct group presentations with the intention of creating new clients, but are caught up in the information delivery and then wonder why few scheduled any follow-up meetings. The “purpose was lost in the presentation.” Know your purpose and stay on topic.

Second, focus on the problem and the need: the volatility that exists in the market place, the future return of another 2008, the myths of the marketplace, the fact that most solutions will not work again, and most of all the audience’s need to become and remain retireable.

Third, once the need is established, a Relationship Conversation is needed to identify their future and better understand their desires. Are their dreams important enough to them to be the destination they want to go after. If they are, then we need to build a bridge to get to that dream to get you from where they are to where they want to go. That is going to require an action plan. To build the action plan we need an analysis to build a road map from where they are today to where they want to be in the future.

Fourth, confirmation of their trust by others. While you are preparing the analysis, the prospect talks with two advocates to answer questions concerning what it is like to work with you. Third party confirmation is a necessary step.

Now the field is prepared to receive the seed of your solution. Here is where you present your solution: after trust is established, their problem is clarified, their goals are identified, and their trust is confirmed by others.

What you’ve done in your initial presentation is laid the foundation for the need for them to come in for that analysis. So before you can give a solution you must understand them at a deeper level and be able to connect the solution to their real situation. Too often, people deliver the solution up front when the ground is too hard and unplowed and untilled, and the seed dries up and dies.

Now when they come in for the third time, once at the seminar, once for the conversation, and now for the presentation of your solution, the soil is prepared to receive the seed of your solution.

Remember: Know you purpose and prepare your prospect, before you present your solution.  

Source: Jeremy Grantham - GMO Quarterly Letter - April 2011

 
When the world’s fastest growing economy is consuming commodities at these rates… what is the future of commodities?

Subscriber Only Content
For more information on the impact of consumption will have on commodities and their position in the marketplace and client portfolios please download summary page from Jeremy Grantham’s Letter. Made available by permission from the publisher.

Source: Chart of the Day

The SIA Market Report portfolio has an 8% position in United States Gasoline FD LP (GAS) as one of the strongest relative strength commodities. See chart below.

Source: SIA Market Report

If you are not a subscriber and you would like to gain access to the full portfolio details, you may receive a 14 day free trial at http://www.ActionSheets.com and be sure to select Lloyd Williams as referrer to have access to the Subscriber Only training and resources.

Please share your comments or forward post to others.

Colin Barr wrote an interesting article for Fortune last week, titled Lost decade? We’ve Already Had One. The article sheds further light on the blog post earlier concerning the increase in earning on the S&P 500.

GDP that stems from new debt — mainly deficit spending — is phony: it is debt-financed consumption, not prosperity. Net of deficit spending, our prosperity is nearly unchanged from 1998, 13 years ago. - Rob Arnott of Research Affiliates

The article reinforces our concentration in commodities and commodity-driven markets as the assets with the greatest relative strength. Domestic US equities substantially lag in strength and hold a minority position in the portfolio currently.

Subscribers will recall the importance of the low correlation between tangibles and intangibles. These two large market categories comprise the macro movement of the markets, as they shift over long periods of time from tangibles to intangibles. Those investors limited to only the intangibles of stocks, bonds, and cash are handicapped in all markets conditions.

Please add your thoughts and comments above.

Source: Thomson One

Are your portfolios prepared for this kind of volatility? Are your client’s willing to ride the roller coaster with you again? Stay tuned for the Four Myths of the Market and how to avoid them.

Janet Malcolm has written many books of non-fiction and magazine articles since her publishing debut in The New Yorker in 1963. Yet for all the volume of her output (and its quality), her largest claim to fame still probably rests on one 26-word sentence she wrote more than 20 years ago. The sentence reads: “Every journalist who is not too stupid or too full of himself to notice what is going on knows that what he does is morally indefensible.” That declaration, found on the first page of her book The Journalist and the Murderer, was a lightning rod for debate back then and truism though it may be, it’s lost none of its power to provoke since.

A master is the art of living draws no sharp distinction between his work and play; his labor and his leisure; his mind and his body; his education and his recreation. He hardly knows which is which. He simply pursues his vision of excellence through whatever he is doing, and leave other to determine whether he is working or playing. To himself he always appears to be doing both.

- Francoise Rene Auguste Chateaubriand

The chart clearly shows a rising trend of increased earnings over time and an extraordinary recovery of earnings from 2008. What are your thoughts? Please comment and share with others.

If you watch only one movie this year, make sure you buy and watch Inside Job. Understand the cause of the 2008 market meltdown. Who was involved and why it will happen again.

The interviews and charts alone are worth the DVD. But more important for your future is what has not changed and why the greed of a few will recreate the same problem in the future. If your clients lost money in 2008 you owe it to yourself to better understand what happened.

Buy Inside Job DVD now.

Prepare yourself for the upcoming workshop series on how to protect your clients assets now and in the future.

Download Additional Info.

What do you think will be done to avoid this happening again? Please add your comments above.

Additional Subscriber Only Content

The PDF file How Do We Avoid the Next 2008 From Happening? is available for subscribers to download.

If you are not a subscriber, you may receive a 14 day free trial at http://www.ActionSheets.com and be sure to select Lloyd Williams as referrer to have access to the Subscriber Only training and resources.

Click on the image above to see the last 200 Years That Changed the World.

Source: GapMinder.org.

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.

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.

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

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.

Counter Intuitive Investing 2.0

In January I will be hosting a workshop to introduce the new Counter Intuitive Investing process. This is an updated and improved version of the Counter Intuitive Workshop and will introduce a new service designed to simplify incorporating Counter Intuitive Investing into your practice.

NEW FEATURES:
-Designed to meet the needs of Advisors and Firms
-Advisor can fix allocation limits to match firm requirements
-Fully diversified portfolio (no need for a third leg)
-Nine asset classes
-Reduced tranactions because of new trade limits
-No need for stop loss orders because of real time Stock Alerts
-Works as stand alone solution or part of a larger strategy
-Participation in strong sectors of weaker markets
-Next Action indicator - positioning existing and new

Original Features:
-Relative Strength based analysis
-Trend following not predictive or timing based
-Asset and Sector based, eliminating the non-diversifiction of security based models
-Overweighting based on Relative Strength
-Uses PnF charts to identify Relative Strength
-Playbook for all market conditions
-Primary focus - Reduction of downside risk
-Market Cash Flow Indicator
-Market Risk Indicator

We will be announcing the date for the workshop in the coming weeks.