Welcome Coaching Clients

Welcome to the resource page for coaching clients. Here you will find downloads to assist you and your team. If you discover one of these links to be broken, please send an email to brokenlink@lloydwilliamsinc.com detailing which link. Thank you.

First, Listen to this Podcast

It explains how we will work together and introduces you to the documents and files below.

Introduction to Our Coaching Relationship - Audio file

Second, Complete These Documents

Before our first coaching call, please complete the following documents and fax to the office.

DISC Registration Form - Please fax this to the office number included.

The Coaching Intake Kit - Please fax this to me at least 24 hours before our first scheduled coaching call.

Third, Download These Files

Roadmap for Change - Business version - Please fax your latest RoadMap to me 24 hours before our coaching call.

How to Use The RoadMap for Change™ - Video Training - High Speed Connection

Coaching Prep Form - Please fax this to me 24 hours before our coaching call.

How to Fill out Prep Form - Video file

Lloyd’s Private Contact Information

Additional Tools and Resources

RoadMap for Change - Personal version - This is a Roadmap designed around your personal life.

Hiring Process - The ten step process to hiring the right person the first time.

Team Infrastructure - Description of the five key roles in a successful team.

Exponential Business Score - A simple tool to measure your teams progress to becoming an Exponential Business.

Little Red Wagon Script™ - Do you want to separate yourself from the herd of advisors and focus your client conversations on what is most important?

Communication Assistant’s Script - Stop distractions and help your clients more effectively by implementing this simple script in your practice.

Operations Manual Template - Sample procedures manual for five different functions on your team. (Note: insert a page break after each procedure before editing)

Asset Mix Movie Presentation (QuickTime) - This is a movie of how I presented Asset Allocation in a prospect presentation.

Coming Soon

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