Workshops enable participants to interact with new concepts and tools faster then most training programs. Because of the experience and knowledge Lloyd brings to the workshop, participant’s questions are given actionable solutions. Lloyd’s workshops are defined by one word, “deliverables”.
Both live and conference call workshops are available. Below are links to a few of the current workshops.
Live Workshops
Let’s Talk: Marketing as a Conversation
Attract Clients: A Financial Advisor’s Guide Building and Running a Successful Practice
Transition To Fees
Mastery Level Habits
Seven Skills: To Build a Better Team, Branch, Region, or Firm
Focusing Workshop
Through the Eye of the Storm: What to Tell Clients Now
Conference Call Workshop Series
Attract Clients: A Financial Advisor’s Guide Building and Running a Successful Practice
Why Hire Lloyd? PDf may answer more of your questions about Lloyd and his workshops.
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