The Efficient Practice
The August column in Financial Advisor Magazine scored points with readers. to read it,
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The Efficient Practice The August column in Financial Advisor Magazine scored points with readers. to read it, |
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Consulting Testimonials
Dave was a fantastic resource to examine the resources available and which would best suit the needs of my new practice... Sherida Ferguson, CFP
(He) covered everything from office layout, equipment, software, compliance, financial planning process, completeness, to valuation of my practice and ideas for putting into place a new partner plus session (succession) planning... Sherwood White, CFP
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Send e-mail to Webmaster@efficientpractice.com with questions or comments about this web site.For additional information, send an email to: Info@efficientpractice.com Call us Toll-Free:
877-296-6876 Proud member of
The Financial Planning Association and
The Microsoft Partner
Program
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