David L. Lawrence

The Efficient Practice

Transform and Optimize Your Financial Advisory Practice for Greater Profits

Ebook (PDF Format)

Financial advisors are well educated on how to be a financial advisor. But what about being a successful business owner? In The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits, David L. Lawrence explores the operational structure of a financial practice using his Profit-Driven Architecture, which offers a proven method for moving financial advisors from one-person operations to successful businesses. Because of the industry's focus on licensing and certification, financial advisors are often ill-equipped to move their business to the next level and grow beyond current capacity. Questions remain… Mehr

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Produktdetails

ISBN: 978-1-118-73514-5
EAN: 9781118735145
Produktnummer: 16373413
Verlag: Wiley
Sprache: Englisch
Erscheinungsjahr: 2014
Seitenangabe: 208 S.
Plattform: PDF
Masse: 23'573 KB

Über den Autor

David L. Lawrence, AIF®, has over thirty-six years of experience in leadership and management. He is a veteran of the U.S. Navy during the Vietnam War, having spent over 4 years on active duty as a non-commissioned officer, and later as a commissioned officer in the Naval Reserves. His service in two war zones, first in South Vietnam near the end of the Vietnam War, and later in the Middle East, provide a courageous backdrop to his leadership experiences. His compelling story of military leadership during a time of domestic political unrest is truly inspirational. Following his military career, David used the GI Bill to send himself through 7 years of college. David then spent 18 years with a major financial planning firm as a Senior Financial Advisor, Training Manager and District Manager. He has also worked for two large independent financial planning and asset management companies in senior management positions. His responsibilities have included managing large numbers of employees as well as setting up employee hiring, training, evaluation and compensation systems. His background and experience in integrating technological systems with management needs has given him a unique perspective on the use of technology as a leadership tool. David has spent the past several years writing and speaking. He founded EfficientPractice.com, a consulting company devoted to growth efficiency solutions for professional businesses and in the financial services industry. His speaking engagements have taken him all across the United States, Canada and the Far East.