Attract Clients: A Financial Advisor's Guide to Building and Running A Practice

by W. Lloyd Williams

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Product Description
In this new edition, Lloyd Williams presents the material covered in his popular 2-day workshops conducted in over fifty financial service firms across the U.S. and Canada. He begins with the importance of advocacy-based marketing in contrast to solicitation. Next, he walks you through the all-important First Conversation, which establishes the trust necessary to build deep relationships. Finally, he delivers the scripts, presentations, and tools required to build and manage your business. These are not just concepts to consider, but deliverables to implement in your practice today.

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All Customer Reviews
Average Customer Review: 5 out of 5 stars

0 of 0 people found the following review helpful:

5 out of 5 stars

Simple Talk, 2008-08-04
I've read a lot of books that claim to help you to succeed but this book by Lloyd Williams actually does.It is the best book to help Financial Adviors accomplish their goals that I have ever read.
He makes our business seem so simple.
Just follow his instructions!
Buy this book!

3 of 7 people found the following review helpful:

5 out of 5 stars

Lloyd Williams Understands How to run a Business , 2007-01-04
Excellent book. Lloyd writes things that everyone involved in a professional atmosphere can comprehend. You'll find yourself agreeing with the things he says and you'll want to put his recommendations into play.

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