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While we all want our clients to enjoy a firmer financial foundation based on our advice, we can also effect profound spiritual transformation in their lives, helping them to develop lives of deeper spiritual significance. This Study Group presents a method for creating a client segmentation strategy and values prioritization process that can clarify and guide your efforts at client life transformation.
About the Speaker
Lloyd Reeb
Halftime InstituteLloyd 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.
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