Lloyd Reeb

Building a Client Life Transformation Strategy

Description

How can you influence your clients toward greater harmony and generosity in their lives? Learn how an advisor's influence can go beyond financial advice and can guide clients to a lifestyle marked by harmonious relationships and generosity. Develop the questions, stories, and resources needed to do this and study how to segment your client list to reach these goals.

About the Speaker

Lloyd  Reeb

Lloyd Reeb

Halftime Institute

Lloyd Reeb is a successful real estate developer who made a Halftime® transition in 1993 by redefining success and re-orienting his focus toward second-half significance. His book, From Success to Significance - When the Pursuit of Success Isn't Enough, is a roadmap for mid-life transition. Lloyd is the primary spokesperson for the Halftime movement, helping successful people pursue significance. For more than 15 years, he has dedicated most of his time to speaking about Halftime issues, leading Success to Significance workshops across the country and coaching many individuals in mid-life transition. Lloyd lives in Charlotte, NC, with his wife, Linda, and has three adult children.