Check out David Lawrence's column, 'The Efficient Practice' in Financial Advisor Magazine. click on the logo below:
Check out David Lawrence's Technology Column in The Register, Monthly publication of the International Association of Registered Financial Consultants (IARFC)
Consulting and Resources for Financial Service and Business Professionals
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The Efficient Practice Services Suite:
A comprehensive or modular approach
*Click the image on the left for details |
| With any project that requires precision, having a
'blueprint' to follow is essential. In building as in business, the
architectural elements of design lay the foundation for the
construction. Without it, at best you develop a company from a piecemeal
approach with the pieces not fitting together as a whole. Designing (or
re-designing) an efficient financial practice operation takes time,
expertise and a willingness to embrace new ideas, methodologies and
technologies. That is where we can help. We analyze and then help you re-build your practice (or business) operations to provide greater efficiency and profitability in a more harmonious and organized environment that promotes staff productivity and ease of management. We study and help reshape the four major areas of operations as shown above in the 'Profit-Driven Architecture' to work together seamlessly and in balance. And, we do all this with a minimum of intrusion into daily operations. Isn't time for you to practice efficiency? If you need assistance with all or just part of your financial service operations, we can work with you in a variety of ways. You may choose to take the modular approach or we can provide full onsite consulting services to ensure your firm is achieving the highest levels of profitability by maximizing the efficiency of your operations. With an efficient practice, you can make money even in a year when no additional gross profit is realized. Let us show you how! Click here for additional details...
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