 |
Profit-Driven Financial Practice and Business Consulting
Since 1984 |
Click here to check out the savings you get just for being an Advisor Network member
| Check out our new Fast, Easy Modular Consulting, Click to learn more... |
Click here to check out the savings you get just for being an Advisor Network member
|
|
Check out David Lawrence's column, 'The Efficient Practice' in Financial Advisor Magazine. click on the logo below:
Nous parlons français
|
Dave helped support the transition of my practice from a major wirehouse to the independent RIA world. His wide knowledge of systems, technology, strategic planning and communications proved invaluable in making this a smooth transition. Ultimately, Dave’s services probably saved me thousands of dollars and hundreds of hours of my time while positioning my firm to be more profitable and efficient. Dave acted as an advocate for my success, which in and of itself was invaluable. That speaks to who Dave is beyond the dollars and cents. There are a lot of moving parts in a transfer from the wirehouse to independence, and can be fraught with traps and other non-productive issues. Dave’s guidance allowed my firm to both successfully transfer to the new platform while paving the way for profitable growth.
President |
This site works best with Internet Explorer 6.0 or higher ,
get IE
8 Now
Copyright © 2010 The Efficient Practice, LLC
|
