CCWS Clients Only
Attract Clients: Conference Call Workshop Series
Welcome to the resource page for participants. Here you will find downloads for the conference calls each month and additional electronic tools. Please log in monthly to download the next month’s presentation and any supplemental files. Remember the call is available on replay during the month. Only the current and past links will be active. If you discover one of these links to be broken, please send an email to brokenlink@lloydwilliamsinc.com detailing which link. Thank you.
Introduction
Session One: Why Fees? and Advocacy Marketing
Session One Presentation Notes
Session Two: First Conversation - Part One
Session Two Presentation Notes
Confirmation Letter and Script
Session Three: First Conversation - Part Two
Session Three Presentation Notes
Session Four: The Presentation
Session Four Presentation Notes
Asset Mix Presentation Movie (QuickTime)
Session Five: Handling Objections
No downloads for this session.
Session Six: Exponential Change
Session Six Presentation Notes
Roadmap for Change - Business Version
Roadmap for Change - Business Version (SAMPLE)
RoadMap for Change - Video Training - High Speed Connection
RoadMap for Change - Video Training - Dial-up Connection
Session Seven: Action Plan
Session Seven Presentation Notes
Session Eight: Managing Your Team
Session Eight Presentation Notes
The Exponential Business Score
Session Nine: Counter Intuitive Investing
Session Nine Presentation Notes
