An Online course That Transforms Your Practice

Future Proof Your Life and Your Business

Avoid Being Blindsided By Outside Forces

Every practice must contend with two time frames that are vital to success. The present, full of its myriad distractions, and the future, where the hope of greater success resides. The past no longer exists, but for too many it remains a constant interference. Advisors who place the past in its proper sphere as tutor, and learn its lessons, are able to concentrate time and effort in the work of understanding the present and preparing for the future.

In this online course, we consider all three time frames and examine the beliefs, habits and practices that got us here, but will not get us to the next level. Through the use of various business planning exercises you will create a sustainable review and planning process to use for the rest of your career. You will learn a simple easy to execute process to analyze your business, review your results, and better prepare for the future. Take less time and create greater results.

The best practitioners in any industry have mastered Future Proofing their practice and have achieved outstanding results because of their mastery. You will practice this skill live during the workshop and learn to apply it to all your decisions. But just as important as the planning process is, implementation is critical. We will examine how to properly execute, so that all the value gained in planning is leveraged throughout implementation.

home-Trade Like A ProCOMING SOON:
Future Proof Your Life & Business

The complete course to help you master the difference between planning/goal setting and implementation review so you can stop planning and create better results.

Be the first to find out when the course becomes available.


    We will analyze the beliefs you hold that place your business and future at risk and how to change them to empower your life and your practice.


    We will focus on specific daily habits that create simple routines for your team to execute that will increase productivity and boost profits.

    Lean Business

    We will apply the tools of the best practices to streamline your business for better time management, improved client contact, and more free time.

    Breakthroughs Occur When Insight Is Paired With Better Solutions

    High Performing Team

    Build A High Performing Team

    4 minute read One of the biggest challenges many advisors face is building a high-performing team to service the needs of clients. Why? In a word: people. People not doing the right thing at the right time. People not following through. The list goes on. If you want to join the ranks of millionaires or

    Read More »
    books for financial professionals

    The Best Books for Professionals, Advisors & Practice Managers

    3 minute read Are you still in the habit of learning new things? Many financial advisors wonder what they can do to become well-rounded and competitive while increasing their rate of success. A simple way to improve is to increase your knowledge. Dedicating yourself to being a lifetime learner is the greatest gift you can

    Read More »

    A Simple, Sustainable, Autopilot Practice

    The past several weeks have been a buzz of activity as my team and I finalized the materials for Trade Like A Pro. The course officially started on Monday, and the feedback so far has been positive. My intention in developing and refining Trade Like A Pro over the past ten years is to be

    Read More »
    Sands of Time

    The Sands of Time

    This time will embed itself in the memory of our families for the rest of their lives. Make it memorable in a good way. Many are working from home for the first time. Routines have changed. Distractions have increased. Finding that quiet moment may be difficult. But we can transform this time into different vivid remembrance if we desire.

    Read More »
    Financial Architect

    How to Become Your Client’s Financial Architect

    Be the lighthouse in the midst of the darkness. You must become the architect of your client’s future. Only then will you future-proof your practice and avoid the risk of being blindsided. You do not control the loss, you control the avoidance of loss. Do not talk about what you don’t control, learn to talk about what you do control.

    Read More »

    Lloyd has Trained Over 10,000 Brokers in Marketing & Practice Management

    Scroll to Top