Attract Clients: A Financial Advisor's Guide to Building and Running A Practice
Lloyd Williams was one of the first in financial services to see the role managed money would play in the lives of advisors and clients alike. In 1988, he drank the kool-aid and changed from one of the best transaction based brokers to one of the first and best managed money consultants. Since then, the industry has embraced fee-based business. However, many advisors have not, possibly because it's different, but most likely because the transition, unless done by "the book," entails the hated income reduction plan. Now, after years of being a managed money consultant, consulting firms, and coaching high-end advisors, Lloyd has written "the book."  If you have already converted, read this book and tighten up. If you are in process, study it to better manage the transition. If you have not started down the path, consume the book. Do what Lloyd says. --Bill Good, Chairman, Bill Good Marketing, Inc.Lloyd Williams is one of the few advisors I met over nearly a decade as a financial advisor that I not only listened to, but modeled. He inspired me to become a fee-based advisor, when my firm wasn t even offering fee based products. He has always been an advocate for putting the client first. His book can help you make a difference in your clients lives and your own life. --David Bach - Bestselling Author of Smart Women Finish Rich, Smart Couples Finish Rich, The Automatic Millionaire, and Start Late Finish Rich