The Efficient Practice
Transform and Optimize Your Financial Advisory Practice for Greater Profits
An essential guide to tools and techniques for achieving efficiency, productivity, and profitability in financial advisory firms As a profession, financial advisors have been very well educated on how to be a financial advisor, but the industry does a poor job of preparing financial advisors to be great business owners.
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Produktdetails
- ISBN: 978-1-118-73503-9
- EAN: 9781118735039
- Produktnummer: 15240703
- Verlag: John Wiley & Sons Inc
- Sprache: Englisch
- Erscheinungsjahr: 2014
- Seitenangabe: 208 S.
- Masse: H23.5 cm x B15.7 cm x D1.9 cm 388 g
- Gewicht: 388
- Sonstiges: Professional & Vocational
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 4years 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, aconsulting 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.
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