Lloyd Williams is the author of Attract Clients: A Financial Advisors’ Guide to Building and Running a Practice. He is an international speaker, executive coach, and the creator of the Exponential Business Model™ and the Relationship Conversation™ . He has conducted workshops for advisors of more than fifty top financial service firms. He coaches a select group of executives and entrepreneurs. His coaching guides them toward positive, exponential results in both their personal and professional lives. Lloyd divides his time between Canada and the United States.

   Lloyd began in the securities industry in 1984 and moved to a fee-based practice exclusively by 1988. Over the next several years he created a structure that allowed his business to continue to grow at 35% a year while he worked only one day a week. Lloyd continued consulting as Managing Principal/Investments until his retirement in 2001. As head of The Investment Consulting Group, Lloyd led a team of ten, who consulted primarily to senior executives, business owners and academics.

   Lloyd speaks with passion and has been a contributor to the Monitor, the trade publication of the Investment Management Consultants Association and Horsesmouth.com. He has personally trained over 10,000 financial advisors in marketing and practice management.

Testimonials:

Lloyd Williams is not only one of the finest speakers that I have ever heard, but he is the very best at the mechanics, procedures, and technology of running a fee-based business.
Bill Good Chairman - Bill Good Marketing

Everything he delivered I can ‘repackage’ and make it my own. It was an excellent workshop; well conceived, structured, and delivered.
M.G. Solomon Smith Barney

After searching far and wide, I have found Lloyd’s approach to client relationships truly unique and structured for success. Lloyd’s method is the way financial advisors should be doing business. It won’t be long before compliance officers and sales managers mandate this business model.
Brian Schrag, CFP Vice President - Northern Trust Securities Inc.

Topics:

1)Let’s Talk – Marketing As a Conversation

2) Stop Losing Clients – A Financial Advisor’s Guide to Building and Running a Practice (2 days)

3) A Disciplined Approach to becoming Attractive to Prospects and Clients

4) Building an Experiential Region or Branch

5) Advocacy Based Marketing to High Net Worth Clients

6) Seven Presentations to Move Money Now