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