New CII 2.0 Workshop on March 17

Half-Day CII 2.0 Workshop The workshop will cover how to transition your business to a Counter Intuitive Practice. We will discuss the difference between typical investment practice and a Counter Intuitive practice. Why it is necessary today. How to present to your clients and prospects. We will also be introducing the current portfolio and tools and discussing the upcoming automatic upgrade to SIA Action Sheet. This will revolutionize your practice.

Do you want to:

-gather more assets? -spend less time managing the money? -focus more of your attention on creating advocates? -capture 100+ referrals a year? -create an auto-pilot business? -stop lossing clients money? -have a unique message in the marketplace?

If you answered yes to any of the questions above, you will want to attend.

Location: London, ON Time: 1-5 PM Eastern Cost: No charge Registration: Send email to office@lloydwilliamsinc.com with name, email, and firm for each person in your party

Note: Seating is limited to 30 participants. Register Early.

Details and driving directions will be sent upon registration.

Let's Talk: Risk of Referrals

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. They have the chance of losing their relationship with their friend whom they have referred and they have a risk of breaking up their relationship with you. Not because of something they have done, but because of something outside their control. Because if the referral doesn’t work out with you, who are they going to blame? And if he loses his best friend, whom is he going to be upset with? You. That’s why people don’t make referrals, there’s too much at risk. But if you can find a stranger that they don’t know, and have them talk with the stranger about what it is like to work with you. This is a safe way for them to learn the Language of Endorsement™.

As the client answers the strangers questions he is building an endorsement script. So the more they are a reference with you, the more comfortable they becomes talking about you.

This is the simplest way to remove the risk of referrals.