Lloyd has spoken, coached, or consulted for the following companies:

 AALL Bank

Advisor For Life

Advisor Forum

A.G. Edwards & Sons, Inc.

Bill Good Marketing Conference

BMO Nesbitt Burns

Canaccord Capital Inc.

CapTurst Financial Advisors

Charles River Financial Services

CIBC Oppenheimer

CIBC Wood Gundy

Coca Cola

Commonwealth Equity

Counsel Wealth Management

DA Davidson

Dain Bosworth, Inc.


DE Frey

Delta Airline

Donaldson Lufkin & Jenrette

Dundee Wealth Management

Dynamic Mutual Funds

Everen Securities

Fidelity Investments

Franklin Mutual Funds


Harmony Fund

HD Vest

Home Depot

HSBC Securities, Inc

iFinancial Inc.

Interstate Johnson Lane

Investment Counsel Program at the University of Chicago

Investment Management Consultant’s Association 

Investment Planning Counsel

JC Bradford & Co

Key Private Bank

Lincoln Financial

Linsco Private Ledger


Marketing Solutions

McDonald Investments

Merrill Lynch

Merrill Lynch - Canada

Midland Walwyn Capital

Million Dollar Roundtable

Morgan Keegan & Co.

Morgan Stanley Dean Witter

Morgan Stanley Smith Barney


Mutual Service Corporation

Northern Trust

PaineWebber, Inc.

Piper Jaffray

Private Ledger

Prudential Securities


Raymond James

RBC Dominion Securities

Robert W. Baird & Co.

Robert Thomas Securities

Scotia McLeod Inc.

Securities America

Smith Barney

Spring Island Trust

Successful Resource Management

Sun America Securities

TD Evergreen Investments

The Equion Group

Tucker Anthony

UBS Financial Services

US Bancorp

Viscount Wealth Management

Wachovia Securities

Wells Fargo

West Jet

Wheat First Union

Wood Gundy