Lloyd Williams

Alpha and Beta

wlloydw — 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

wlloydw — 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

wlloydw — 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 to [...]

Describe a Perfect Day

wlloydw — 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

wlloydw — 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 information [...]

New Year, New You…

wlloydw — 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 So why are they no longer active?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 problem [...]

Audio Intro to Counter Intuitive Investing

wlloydw — 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

wlloydw — 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 and [...]

Let’s Talk: Increased Volitility

wlloydw — 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 [...]

Questions to Answer

wlloydw — Tue, 22 Sep 2009 13:15:06 +0000

- Were your accounts up last year? - Are you prepared for increased volatility in the markets? - Do you know where to go if stocks are unattractive? - Can you protect your portfolios during the next correction? …If you answered NO to any of these questions… Participate in the upcoming Conference Call Workshop. For sixteen years we had no [...]

Let’s Talk: Why Is A Relationship Important

wlloydw — Tue, 22 Sep 2009 13:01:58 +0000

Why is it necessary for businesses to have a Relationship Conversation with clients? Over the last decade confidence in professionals has declined. Lawyers and Accountants have lied in corporate scandals. Patients regularly double check what a doctors says against their own research done over the internet. Financial Advisors have failed to protect their clients assets [...]

New Conference Call Workshop - Register Now

wlloydw — Tue, 08 Sep 2009 14:10:33 +0000

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 [...]

Let’s Talk: Partnering to Monitor Positive Change

wlloydw — Tue, 08 Sep 2009 14:06:09 +0000

We all desire positive change in our lives. As we discussed last week, positive change requires not just a desire or goal, but a next action. If you want to be a catalyst for positive change in the life of others you must partner with them in identifying their desire and next action. Then, with [...]

Let’s Talk: How to Make Certain Your Dreams Are Accomplished

wlloydw — Tue, 01 Sep 2009 10:00:24 +0000

Why are New Year’s Resolutions stated on January 1st and not accomplished by December 31st? There is one simple reason. The goal was established, but there was no next action. Any project, desired outcome, or goal must have a next physical action to make it a reality. You know what you and those around you [...]

Let’s Talk: What Do You Want To Do This Year

wlloydw — Tue, 25 Aug 2009 10:00:31 +0000

When you ask someone what they most want to do or accomplish in the next twelve months, it is easy for them to identify what they would like to be true. At the beginning of each year millions of people establish a set of New Year’s Resolutions. We all know what we want to be [...]

Let’s Talk: What’s Most Important to Clients

wlloydw — Tue, 18 Aug 2009 10:00:31 +0000

If you asked yourself and others the two questions from last week, you realized everyone has the same answer for number one. What do you first look at when you open your bank statement? When a person opens their personal bank statement, the first thing they look at is the BALANCE. As individuals we are [...]

Let’s Talk: Two Important Questions

wlloydw — Tue, 11 Aug 2009 13:44:23 +0000

The following two questions identify a unique distinction between clients and financial advisors: 1. What do you first look at when you open your bank statement? 2. Why is that item you look at important? Think about these two questions and ask others this week to gather their response. We will discuss the differences next week.

Let’s Talk: Lessons Advisors Learned From First Half of 2009

wlloydw — Tue, 04 Aug 2009 12:55:04 +0000

After talking with hundreds of advisors following the first half of 2009, several lessons were clear: 1. maintaining households and assets does not maintain revenue, unless you are 100% fee-based. 2. pipeline must include more potential revenue that you can loose through attrition or market loss. 3. introductions only come from advocacy, which is started with [...]

Let’s Talk: Risk of Referrals

wlloydw — Tue, 28 Jul 2009 10:00:03 +0000

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. [...]

Let’s Talk: Peeking Behind the Curtin

wlloydw — Tue, 21 Jul 2009 10:00:57 +0000

Have you ever wondered why the client is so concerned with understanding what you do? It is as if the client wants to peek behind the curtain, to see what is going on behind the scenes. The problem stems from the fact that we have spent most of our time in the client relationship focusing on [...]