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Professional Contacts
The companies listed below maintain
an informal information sharing relationship with David Lawrence and Associates.
These appear in no particular order:
 Turning
Point, Inc.
specializes in two areas: 1) helping financial services firms find the best
executive & management personnel to support their client bases (www.tpisearch.com)
and 2) helping brokers, financial planners, and investment consultants find the
best broker/dealer for their needs (www.goingindependent.com).
Turning Point, Inc. connects great people with great companies. Using proven
methods of traditional executive search in combination with our state-of-the-art
technology, Turning Point, Inc. enables you to fill your mission-critical
positions more quickly than you could on your own. We deliver quality candidates
who will serve you well and make a significant contribution to your business
success.
 Financial
Advisor Magazine is a "pure play" on the independent financial advisor
market, targeting independent broker/dealer affiliated financial planners,
registered investment advisers (RIAs) and investment adviser representatives (IARs).
Our audited circulation of over 60,000 consists of over 30,000 CFPs and 32,000
RIAs and IARs, over 90% of whom are in some way fee-compensated. Our circulation
includes virtually the entire financial planning community, including members of
the FPA, NAPFA, AICPA Personal Financial Planning and IMCA. Over 88% of our
circulation is requested. As of January of 2004, FA reaches 65,000 qualified
subscribers and recipients.
For more information, call or email:
866-CRM-TOOL (866-276-8665)
www.junxurei.com
#1 Provider of Financial
Web Sites
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NaviPlan financial planning software, developed by EISI,
is an integrated suite of tools developed for financial professionals
who build advice-based client relationships. From simple planning
concepts to in-depth financial plans, NaviPlan covers the full spectrum
of wealth management scenarios. EISI's staff of 230 is solely committed
to the NaviPlan product line, which is licensed to more than 70,000
financial services professionals across North America. |
NaviPlan Central is a
Web-based financial planning
platform that is hosted by an
Application Service Provider
(ASP). Through NaviPlan Central,
your firm has access to
industry-leading software plus a
centralized database and
important compliance tools.
www.naviplan.com
www.naviplancentral.com
ProTracker Advantage
is a Client-centered Contact and Practice Management System specifically
designed by and for financial advisors. Setting the standard for comprehensive
client relationship management software, ProTracker Advantage manages clients,
prospects, contacts and employees for busy professional offices.
www.protracker.com
.jpg) DG Analytics
helps competitive investment management firms achieve asset accumulation and
revenue goals with creative marketing, innovative data management and
compliance consulting. We custom design assistance for growing firms with
practical, cost-effective solutions to developing or expanding marketing
efforts. Specialized services include presentation materials development,
RFP writing and quarterly updates.
www.dganalytics.net
www.moneyguidepro.com
Finametrica Limited
Level 7, 31 market
Street
Sydney NSW 2000
www.riskprofiling.com
www.finametrica.com
The FinaMetrica Risk Profiling
system is a scientifically validated tool for assessing your clients' personal
financial risk tolerance.
Now available with
MoneyGuidePro
201 Boston Post Rd West
Suite 400
Marlborough, MA 01752
Phone: 508-486-9040 | Fax: 508-861-0200
 www.vanquish.com
Simple, affordable, award-winning anti-spam email security.
Anti-spam email tools include built in anti-virus and anti spyware to eliminate
junk mail. Prevent identity theft. Restore your privacy and enjoy email again.
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Tel:
800.251.3863
