Think Counter Intuitive

Thinking Outside the Box by Lloyd Williams

Browsing Posts tagged referrals

New CII 2.0 Workshop on March 17

Half-Day CII 2.0 Workshop The workshop will cover how to transition your business to a Counter Intuitive Practice. We will discuss the difference between typical investment practice and a Counter Intuitive practice. Why it is necessary today. How to present to your clients and prospects. We will also be introducing the current portfolio and tools […]

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Let’s Talk: Risk of Referrals

Less than 5% of clients give referrals on a consistent basis. Why is this number so low despite our efforts to deliver great service to our clients? I believe it is because of the inherent risk of referrals. When your client endorses you to somebody else, they put themselves at risk to loose two relationships. […]

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