Trade Like A Pro
Keep Up With Lloyd
Attract Clients: A Financial Advisor's Guide to Building & Running A Profitable Practice
Most Financial Advisors enter their professional careers not understanding how to build and grow a business.
Attract Clients: A Financial Advisor’s Guide to Building & Running A Profitable Practice, 2nd Edition offers step-by-step guidance on how to navigate the process of the all-important First Conversation, presentation strategies and handling objections. This book also helps every salesperson understand what adjustments need to be made in order to successfully attract, service, and retain lifelong affluent clients through building and managing an exceptional team.
Author Lloyd Williams is one of the leading authorities on advocacy-based marketing and developing loyalty with affluent clients and has conducted workshops in over fifty financial service firms across the US and Canada.
TRADE WITH CONFIDENCE
Apply the teachings of Trade Like A Pro to your investment process and trading with Lloyd's time-tested Mastermind Group designed to empower you with the knowledge to dramatically improve your trading skill.
Who is Lloyd Williams?
Lloyd Williams is founder of The Mastermind Group, an elite collaboration of Investment Professionals and Traders. Lloyd is unique having managed Retail portfolios, Institutional pools, and Hedge Fund futures. He coaches a select group of financial advisors, executives, and entrepreneurs. Lloyd’s portfolio was profitable every year of his career, including ’87, ’90, and ’96. He later traded ETF’s and futures profitably through ’00, ’04, ’08, ’15 and trained with some of the best professional traders in the world. Lloyd retired at 43 for the second time and spent the last 20+ years training others. His consulting helps professionals build wealthier practices and avoid market corrections. The Mastermind Group avoided 91% of the 2020 correction to March 23rd. They have also avoided every major correction of the past decade
What people say?
Keep Up With Lloyd Williams
Stay up-to-date with Lloyd’s newsletter delivered to your inbox.