Grow your Advisory practice efficiently

Profit Driven Architecture

The cornerstones of a successful Advisory practice
Management

One of the keys to successful management of a financial practice is the use of advanced business models to guide practice operations and keep the practice on track with respect to its goals. Let us help you create and use efficient management systems.

Technology

All of your technical systems (i.e.. computers, software, printers, scanners, servers, website, email, phone system, messaging systems, and in-office communication systems should be working together and communicating with each other. We can transform and optimize your firm’s use of technology.

Workflows

Developing or refining operational standards and written procedures makes for a more productive workplace. We analyze what procedures or manuals you already have in place and study your workflow processes to understand their strengths and weaknesses. Then we help set up systems to make those processes more efficient.

Design

A financial practice office space is more than just the layout of the offices. It is more than just the placement of furniture and equipment. It is the combination of these elements with the goal of creating a harmonious workplace with positive energy flow that is beneficial to staff and inviting to clients. Design should be functional.

Why Engage?

Services are the only value differentiator
RIAs need to add services efficiently or RoboAdvisors will make you a commodity

The Efficient Practice offers industry-leading consulting, coaching, software and resources that transform and optimize all areas of your financial practice and/or professional business operations, simplify your life and increase the productivity, efficiency and profitability of your firm.

RIAs need to add and manage services efficiently or the RoboAdvisors will win the competition. Let us help. We want to ensure that your path to increased efficiency and profit gets implemented quickly, efficiently and profitably. This is accomplished by identifying your differentiation message and then exploiting it.

  • The # of bips RoboAdvisors charge
  • The profit margin of a RoboAdvisor firm
  • The profit margin of a typical Advisory firm
  • % of clients who need services beyond just investments

Advisor Center

Get help and service ideas from experts in the industry
Knowledge
No need to reinvent the wheel. Leverage information already compiled from previous work and consulting. Self service knowledge option when custom consulting or coaching is out of budget.
Coaching knowledge for the price of a simple subscription.
Resources
Coming soon! Workflows, flowcharts, excel calculators, business logic, and client engagement content.
Coming Soon!
Advisor Community
You are not alone. Many RIAs do not compete with each other but with Brokers, Insurance agents, do it yourself websites and others purporting to be advisors. Share ideas with other RIAs and gain an edge.
Join the community!

Advisor Center Topics

Testimonials

Services

Available to RIAs, Apps, Service providers and other Advisors
Coaching
Coaching is all about relationships. It is important to have a coach who understands your unique business approach, not plugging you into some pre-determined cookie-cutter type of system. We can objectively evaluate your situation and needs and offer personalized advice.
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Consulting
With our personalized comprehensive approach, we assist you in realizing additional profits by applying proven successful business operations from a variety of tactical perspectives to your firm. We are here to help you implement our recommendations as well.
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Speaking
Inspire people to do more, reach higher and achieve greater success through an innovative approach to business and leadership using efficiency techniques. We have brought the positive message of efficient leadership to dozens of organizations.
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Authoring
Dr. David Lawrence has written many professional white papers and technical briefs for institutions, custodians, software companies and service providers.
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