Marketing —
The window of time left is small, but the opportunity is great. In the next four weeks you can make a significant difference in the lives of others. And as they see in your actions your desire to help them achieve their dreams you can replace the lost assets that the market has temporarily taken […]
The following is a sample letter you can change to you own words and email to your clients. Include the full hyperlinks to the articles if you do not email. Add your clients first name for Client and your name for Advisor.
We are lucky today to have two great resources from knowledgeable experts to help […]
The window of time left this year is small, but the opportunity is great. In the next four weeks you can make a significant difference in the lives of others. And as they see in your actions your desire to help them achieve their dreams you can replace the lost assets that the market has […]
The following is an excerpt from the new Second Edition of Attract Clients that will be available soon.
There are times when the biggest difficulty you face in business is getting clients to commit their funds to an investment choice. Perhaps they agree with the concept of fee-based assets and even go so far as […]
With the markets in turmoil and your clients worried, what do you tell them and what is your most important next actions. This podcast will help you focus your attention on what to do now in you practice.
The notes for this Podcast are here.
The following notes from the conference call today is an expansion of what I have been discussing with my coaching clients over the past several months.
Be positive.
Clients do not need you to parrot the negativity of CNBC or the local paper. They need hope in a times of crisis, not someone to shout “the […]
The press continues to encourage investors to watch what the institutional and hedge fund managers are doing as an indicator for what they should do. And because they are selling, so should the investor. This is foolish advice, because institutional managers, during the extremes of the market, are never doing what they personally want to […]
Lloyd Williams’ Conference Call
Subject: What To Do NOW in Your Practice…
Date: October 27, 2008
Time: 2:00 PM Eastern
Call in number: 646-519-5883 (note please mute your phone)
PIN: 1027#
Bridge Instructions:
The bridge will open up 5 minutes prior to the start time.
Functions for Callers:
To place oneself in mute, enter *6
To remove oneself from mute, enter *6
NOTE: The bridgeline is […]
The economy will always go up and down. The important habit to master is knowing what to do during the bad times. When things are good focus on your clients because during these times clients are difficult to replace. Everyone is happy with their current relationships. Therefore strengthen your client relationships by helping them fulfill […]
Mastery Level Habits: Thirty Habits That Will Create Revenue Now
A new advanced practice management workshop reveals the skills, habits, and practices of those teams that have mastered the consulting business. Taken from the best of the best these skill can be adopted by you and incorporated immediately into your practice.
Our team coaching relation is going […]
Below is an email from the Manager of Advisory Services of a corporate client, following the Attract Clients workshop we did last month.
Lloyd, I just got off the phone with one of our Financial Advisors. He had a meeting with a $50 million prospect Friday. He used, as he called it, “the Lloyd […]
Dedicating yourself to being a lifetime learner is the greatest gift you can give yourself and those around you. The following are twelve books I recommend unconditionally.
In this new edition, I present the material covered in my popular 2-day workshops conducted in over fifty financial service firms across the U.S. and Canada. I begin with the importance of advocacy-based marketing in contrast to solicitation. Next, I walk you through the all-important First Conversation, which establishes the trust necessary to build deep […]
