W. Lloyd Williams

Step right up: A guide to seamless transitions on your team

One of the greatest challenges we face as advisors is building larger teams to service the needs of our clients. Our employees gain a tremendous amount of knowledge as they mature in their current positions. So how do we facilitate passing on this “brain trust” to a new hire or replacement? This task can be […]

By W. Lloyd Williams |April 18, 2003

3 min read

Planning and Advice

Two questions to keep you ahead of the curve on the road to success

Other Advisor.ca articles by Lloyd Williams Outside help: Building your own professional advisory board Knowing what motivates each of your team members: Priceless Vision: The prerequisite to building a better team Take at least an hour or so and concentrate on your vision of the future. Question #2: What can I do today to prepare […]

By W. Lloyd Williams |March 15, 2003

4 min read

Planning and Advice

Outside help: Building your own professional advisory board

(February 2003) Imagine this scenario: A client calls with a tax-related question. You think you know the answer, but ask your client to give you a moment while you speed-dial one of your professional advisory board members — a tax specialist — who, because of your ongoing relationship, comes to the phone immediately. He not […]

By W. Lloyd Williams |January 17, 2003

4 min read

Planning and Advice

Knowing what motivates each of your team members: Priceless

One of the greatest challenges that we face as financial advisors is trying to motivate our team members. The difficulty stems from the fact that different people are inspired by different things. Some people respond to money or tangible items whereas others desire the intangibles — a word of praise, time off or a pat […]

By W. Lloyd Williams |December 19, 2002

3 min read