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The companies listed below maintain an informal information sharing relationship with David Lawrence and Associates. These appear in no particular order:

Quik! Forms Library ENTERPRISE makes it easy to fill out forms and applications, reducing forms costs by 75% and giving you more time with your clients.

Visit www.QuikForms.com

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.

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.            

For more information, call or email:
866-CRM-TOOL (866-276-8665)
sales@GoWithCrm.com     www.junxurei.com

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.

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

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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