2-Week Conference Call Workshop Series Does the volatility of the markets bother you and your clients? Below is a quote from an alumni of the workshop. The problem 10 years ago was I had no effective way to deal with it in clients’ portfolios. Now I do and I thank God every day that my […]
Important UPDATE: We have additional locations for the upcoming CII 2.0 workshops. London, ON - March 17 (1-5 pm) Toronto, ON - March 22 or 23 (time not set) Cornwall, ON - March 25 (8-12 am) Cost: No charge Registration: Send email to email@example.com with: -Preferred Location -Name -Email -Firm -Number in your party Note: […]
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 […]
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 […]
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 […]
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 […]
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.
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 […]