An Online course that helps you create an agile & efficient practice.

Become A Business Architect

Streamline Processes, Remove Bottlenecks & Take Your Practice To The Next Level

A practice is only as successful as the model upon which it is based. Complicated businesses will not meet the needs of their clients and will fail to attract clients. Convoluted business processes and operational bottlenecks hinder beneficial client relationships. If you’ve hired a team to better serve your client base, how do you take it from good to great?

This online course is designed for business leaders and executives who seek to achieve a “mastery-level” practice. In a series of practical and impactful lessons, the course guides you to positive exponential results by streaming key processes.

The topics to be explored include:

Step outside the herd in your industry and become a better leader.

Marketing as a Relationship ConversationCOMING SOON:
Become a Business Architect

The complete course to help you streamline processes, remove bottlenecks and take your practice to the next level.

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

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    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

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    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

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    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.

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

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