Lloyd Williams

Most investors and advisors pursue alpha (performance) and the result is beta (risk/volatility). We should pursue the reduction of beta and the result would be alpha. If you don’t lose money you don’t have to make as much to get it back. A single significant loss like 1987, 1990, 1997, 2001, 2008 can eliminate all the performance of the proceeding years.

If you would like to reduce beta and achieve true alpha register for the upcoming Counter Intuitive Investing Workshop. For more information click here.

8-Week Conference Call Workshop Series

Did you have negative returns in 2008? Do you want to protect your client’s assets from future market volatility? Would you like to better manage the risk in your portfolios? Learn the Counter Intuitive Investing process that can help you avoid the large declines in stocks by using Relative Strength and Point & Figure Charting. Today’s technology puts you back in control of your practice and gives you the ability to protect your client’s assets.

Dates: Fridays starting January 8, 2010 for 8 weeks
Time: 11:00-12:30 pm Eastern

To register for the workshop download registration form here and fax to 309-294-5519.

Advantages for your team:

• No travel expenses
• Entire team can participate
• Actionable ideas
• Twelve hours of material for less cost than a single consulting call
• Easy to implement
• Weekly feedback
• Email access to Lloyd during the eight weeks
• FREE 8-wk access to DorseyWright.com & SIACharts.com during the workshop

Outline:

• Build a Counter Intuitive Practice in Today’s Marketplace
• Powerful Risk Management Tools: Relative Strength and Point & Figure Charting
• Prepare Prospects & Clients for Counter Intuitive Investing
• Create Unlimited Trust and Introductions
• Present a Unique Counter Intuitive Solution
• Handle Questions and Objections
• Be a Catalyst for Positive Change in the Lives of Clients
• Build and Manage a Counter Intuitive Team

The eight weeks will allow you to gradually incorporate these concepts into your practice. For half the price of an airline ticket you and your entire team can participate in the Workshop and apply it to your practice.

What Previous Attendees Said:

“Just thought you’d like to know that the three IA’s who are working through your Counter Intuitive Investing program are more engaged and excited than I have seen them in their careers! They have the confidence and conviction that is infectious. One described it as “what he has been waiting for all his career”. They are excited to roll this out to clients and have no doubt that, along with the Relationship Conversation, they have the best offering in the city! I wish we could get all 37 IA’s this excited and engaged.” - DS – Branch Manager

“A quantum leap forward! I have been in the business for over 7 years now. In March I became a monthly coaching client of Lloyds, and since have joined the Counter Intuitive conference call series. As a technical analyst fan, I was ecstatic that Lloyd brought forward the system presented in the series. It makes sense, it is straight forward, and you can customize it to your own style. Once again Lloyd has provided massive value for my clients, my team, my business and my own personal goals. Nothing feels better than having crystal clear clarity for the operation of your business. Imagine building and running your business day to day and having the bandwidth to focus on what matters most; all the while having a system to manage your participation in the markets - which you do not have any control over. I highly recommend Lloyd’s series for anyone who is committed to making a step forward.” - SB

“I cannot say enough about the great help you have provided my team in terms of stressing the importance of the “Client Relationship”. However, your recent emphasis, via the Conference Call Workshop Series, dealing with the “Financial Relationship” has been awesome! I wish I knew this material long ago!” - DH

“We continue to be incredibly excited about the coaching, conference calls and the Point & Figure process you are introducing us to! Thank you.” - JR

“Great program, by the way! I am moving to change the way that I run my business and inherently the way we manage the risk of client investments. I do so agree that these times require new tools. Your program is very useful to me thus far!!” - PM

“Good class and we have at least one new item to add this week to help us to the next bigger step, thank you.” - DB

“This process is helping me answer some of the nagging questions my clients or I have had over the years, which were thrown into sharp relief in 2008. I can’t see myself being limited only to traditional asset allocation and fundamental strategies for the future.” - LK

Sign up to participate in what many are calling the “most valuable workshop in my career.”

Discounts available for early registration.

REGISTER NOW

Attract Clients
10-Week Workshop

In the past this workshop was restricted to participants from a sponsoring firm. For the first time Lloyd Williams’ 2-Day Workshop is being offered to all financial advisors.

The same workshop used by over fifty top financial service firms is now available to you and your entire team through ten 90-minute conference calls. Lloyd will take you through all aspects of building and running a successful practice in today’s market.

The workshop is updated to include new material following the lessons learned in 2008.

Dates: Every Friday starting October 2, 2009
Time: 11:00-12:30 pm Eastern

To register for the workshop download registration form here and fax to 309-294-5519.

Advantages for your team:

• No travel expenses
• Entire team can participate
• Actionable ideas
• Fifteen hours of material
• Easy to implement
• Weekly feedback
• Email access to Lloyd
• Great refresher

Outline:

• Build a Practice in Today’s Marketplace: Fees or Not
• The First Conversation - Part One
• The First Conversation - Part Two
• Present a Unique Solution
• Handle Questions and Objections
• Be a Catalyst for Positive Change
• Action Plan for Change
• Build and Manage Your Team
• Counter Intuitive Investing
• Presentations to Move Money Now

If you attended the workshop in the past, come for a refresher and learn what has changed because of 2008. The ten weeks will allow you to gradually incorporate these concepts into your practice.

For half the price of an airline ticket you and your entire team can participate in the updated Workshop and apply it to your practice weekly.

REGISTER NOW

The new half-day workshop titled, What To Do Now is helping financial advisors during these difficult times. Many are replacing lost assets in a matter of weeks that were lost in the last quarter. The opportunity to grow your business is outstanding, see what others are saying.
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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 on for over six years now. And nevertheless, your Mastery level skills seminar was far from redundant to us. Quite the opposite in fact. It was of tremendous value for each team and branch member. We each drew great profit from it, feeling greatly motivated to reassess our individual and team priorities… using simple common sense. Luc Blanchard, Branch Manager - BMO-Nesbitt Burns

The Workshop on Mastery is timeless. It was a very valuable boost to the branch’s motivation. You started with the characteristics the Masters of this business share and that made everyone remember, no matter where they are, they can improve. Then you gave us practical tools, everyday tools, that will help us get there. Even though you have personally coached me and my team and I have been to several workshops, I walked out with a pad full of notes! Thanks. And keep coming back. Dave Sanderson - Branch Manager - BMO-NB

This workshop clearly represents the next stage of evolution in relationship based practice management. Lloyd has been able to compartmentalize the key elements of successful Advisory practices and allow the participants to pick and choose what they need. Highly recommended for motivated Advisors at all levels of practice development. Mike Miller - Branch Manager - HSBC

If you are interested in having Lloyd do a workshop for your team or branch please email office@lloydwilliamsinc.com for more information.