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.
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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 […]
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 […]
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