The Efficient Practice

The August column in Financial Advisor Magazine scored points with readers. to read it,

Click here

Financial Practice Coaching

Coaching is all about relationships. It is important to have a coach who understands that you want to improve what you do without getting plugged into some pre-determined cookie-cutter type of system. A coach should be an independent third-party resource that can objectively evaluate your situation and needs and offer advice and council based on who you are and where you want to go.

Hiring a coach is a difficult and often confusing decision. There are many coaches out there, but which one is right for you? Here are a few reasons why you should hire David Lawrence and Associates to be your coach:

Experience in the field - over 22 years experience as a financial planner, field trainer and manager. More than five years as an independent consultant to Financial practices nationwide. And, over 38 years of direct business ownership experience.

Specific Skills:

Technology - High degree of knowledge and experience with technology (i.e. computer systems and software); Designed and built software platforms for practitioners; Trainer for financial planning, Client Relationship Management and other software platforms

Business planning - conducts annual strategic planning sessions for financial practices; skilled in all aspects of business planning.

Fiduciary Issues - Expert in developing fiduciary standards of care that will bullet-proof your practice while enhancing the overall client relationship.

Staff Issues - skilled in evaluating and training (or retraining) staff

Efficiency Issues - Can assist in redesigning filing and storage systems; Trained in office space utilization issues; Bookkeeping systems and business monitoring.

Relationship Issues - Streamlining business processes and developing more efficient relationship models based on the way you work, not what someone else thinks you should be doing.

Disaster Preparedness - In the wake of such disasters as hurricanes, tornadoes, flooding, wildfires and other unexpected interruptions to your business operations, having a disaster plan is critical to ensuring continuation of  your business and protection of your clients' information. Check out our area on this website, Click here!

Coaching is not badgering

Do you want a coach that will browbeat you into doing what they think you should be doing? Or, do you want an independent source of objective advice that understands your specific situation and needs and provides customized services based on where you want your practice to be headed?

To learn more about our services, click here---->

Proud member of The Financial Planning Association and The Microsoft Partner Program