Lloyd Williams

Best Way to Take Notes

Lloyd Williams — Wed, 18 Aug 2010 11:36:50 +0000

I have mentioned this in the past, but have recently been writing and confirmed again how powerful CopyTalk is for capturing notes. In my practice we used digital recorders and paid someone to transcribe our notes. CopyTalk allows to you have unlimited 4-minutes dictations transcribed and emailed to a team member. The notes are then easily cut and [...]

Managing Client’s Fear

Lloyd Williams — Tue, 17 Aug 2010 20:01:04 +0000

Ever wished you could understand your clients’ fears regarding the markets and their investments? The book The Science of Fear helps you understand the root of fear and will prepare you to better manage your own concerns and your clients’ fears as the markets volatility makes remaining calm difficult. This is a must read for advisors [...]

Checklist Manifesto

Lloyd Williams — Tue, 17 Aug 2010 19:32:32 +0000

Studies now show that checklists actually improve the quality of deliverable service. What was once the tool of pilots and astronauts is now used by surgeons, hospitals, and money managers to improve there execution and delivery of value. The book Checklist Manifesto details the value of using checklists. This is a great summer read. Highly [...]

Four Business Tips From Steve Jobs

Lloyd Williams — Wed, 28 Jul 2010 11:38:31 +0000

By Om Malik from On Business Jobs on Solving Hard Problems The best ideas win here at Apple. We have healthy debates in this company. We debate how to tie shoe laces and we even debate about what great is. We’re an engineering company, we think like engineers and scientists, and we think it’s the right [...]

Mass Communication Tool

Lloyd Williams — Thu, 10 Jun 2010 18:35:46 +0000

As I have mentioned in the past you must communicate in bulk for education and handholding. Technology today makes this easy. I recommend Constant Contact as the best way to manage your client and prospect emails. The service tracks how many people open, click, and forward your email. This is important to make sure that you [...]

True Joy in Life

Lloyd Williams — Mon, 03 May 2010 18:00:23 +0000

This is the true joy in life, the being used for a purpose recognized by yourself as a mighty one; the being a force of nature instead of a feverish little clod of ailments and grievances complaining that the world will not devote itself to making you happy. I am of the opinion that my [...]

Manage Money Like Endowments

Lloyd Williams — Tue, 27 Apr 2010 14:20:53 +0000

Ever wonder why the Harvard and Yale Endowments substantially outperform the markets, advisors, and investors? They use a Counter Intuitive approach to investing. This 2009 book Ivy Portfolio explains the process used by Harvard and Yale. To learn how to apply similar Counter Intuitive processes that can easily be used by advisors and their clients [...]

The Pocket RoadMap™

Lloyd Williams — Tue, 23 Mar 2010 19:21:04 +0000

Get Organized with One Sheet of Paper The Pocket RoadMap™ is a single sheet of paper folded into six small panels that puts you in control of your life and time. Download the PDF file and print the two pages back to back on one sheet of paper. Whether you are using GTD or ZTD [...]

Rework Your Practice

Lloyd Williams — Thu, 18 Mar 2010 16:20:32 +0000

Every once in a while a book comes along that transforms your definition of business and practice management. The new book, Rework by the founders of 37signals.com is such a book. Order a copy now.

Social Prospecting

Lloyd Williams — Mon, 15 Mar 2010 13:50:59 +0000

A coaching client asked me this week to discuss my thoughts on social prospecting. This is a delicate subject because you do not want to be labeled a “networker” which is synonymous with “always selling” and becomes a fast track ticket to the “Black List.” When asked about what you do for a living you [...]

True Advocates

Lloyd Williams — Thu, 11 Mar 2010 13:50:46 +0000

What makes a person a true advocate? The dictionary defines advocate as “a person who pleads on someone else’s behalf .” Simply it is someone who speaks positively about you to others. So we should ask ourselves who does that for our us? I believe there are three criteria for an advocate: 1. they like [...]

Alpha and Beta

Lloyd Williams — Wed, 10 Mar 2010 15:06:12 +0000

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 [...]

Weekly Team Meeting

Lloyd Williams — Thu, 04 Mar 2010 16:10:04 +0000

The team will only buy into a vision they create. If the boss does all the planning, they will have to do all the work. Ask the team to identify the three biggest changes that need to happen to make the team more successful. Say nothing and do not critique their choice. Then ask them [...]

Three Channels of Marketing

Lloyd Williams — Wed, 17 Feb 2010 18:52:45 +0000

Until a practice becomes an Exponential Business and has over a hundred unsolicited introductions a year, it must focus on three areas of marketing simultaneously. To maintain consistent revenue a practice must have short, intermediate, and long term revenue sources. Short Term Revenue The best source for short term revenue is conversion of non-fee clients [...]

Describe a Perfect Day

Lloyd Williams — Mon, 08 Feb 2010 05:36:16 +0000

Describe the days you have enjoyed the most throughout your life. Make a list of all of them. See what is common and what makes them unique. That is what you want the rest of your life to be like. Try it.

Counter Intuitive Thinking

Lloyd Williams — Sun, 07 Feb 2010 17:53:13 +0000

Investments are not the only area where the “old truths” can turn out to be myths. The following is from an article by Doug Copp. “TRIANGLE OF LIFE” My name is Doug Copp. I am the Rescue Chief and Disaster Manager of the American Rescue Team International (ARTI), the world’s most experienced rescue team. The [...]

New Year, New You…

Lloyd Williams — Fri, 05 Feb 2010 18:47:25 +0000

How are your New Years resolutions going? For many they have fallen by the way side like excess baggage. Yet at the time you created them, they were important to you. What changed? Maybe nothing. On reflection they may still be important to you. So why are they no longer active? These questions reveal a [...]

Audio Intro to Counter Intuitive Investing

Lloyd Williams — Wed, 18 Nov 2009 22:07:27 +0000

Click on the link below to listen to the Free Conference Call Introducing Counter Intuitive Investing. Audio Link Download more information here. $200 Discount for November registration $100 discount for December registration Register Now

Counter Intuitive Investing - New Series

Lloyd Williams — Tue, 03 Nov 2009 00:09:36 +0000

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 [...]

Let’s Talk: Increased Volitility

Lloyd Williams — Tue, 29 Sep 2009 14:00:04 +0000

Are you prepared for the increased volatility of the next decade. During my career 1984-1999 the market enjoyed an unprecedented rise. Despite the volatility of the single largest one-day decline in the history of the market and two other volatile years the sixteen year bull market was extraordinary. In 1995, I stated that the following [...]