The Efficient Practice

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

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Could your organization benefit from a dynamic presentation on practice and/or business efficiency. David Lawrence is a sought after speaker on a variety of topics that emphasize efficient management techniques. His speaking services are available for a nominal honorarium plus travel expenses.  Topics include:

Business and Management:

1. Leadership and Efficient  Communications

2. Building and maintaining efficient business practices

3. Using technology to increase efficiency and profitability

4. New people management techniques to increase efficiency

5. Modern Office space planning techniques to improve efficiency

Financial Service Organizations:

1. The Financial Planning Process: An Advanced Model (Approved for 2 hours CE credit)

2. The Financial Plan Update Process: An Advanced Model Using Data Retrieval and Comparison Efficiencies (Approved for 2 hours CE credit)

3. Integrating Risk Management Solutions with your Financial Service Practice (Pending Approval)

4. The Financial Plan: Integrating Fiduciary Standards of Care  (Approved for 2 hours CE credit)

5. RIPE: Retirement Income Practice Efficiency [3 hour and all-day Workshops] (co-presented with Michael Zmistowski, RFC)

David Lawrence and Associates is an approved sponsor of CFP Board of Standards Continuing Education Credits (CE). As a provider of CE programs, we file electronically with the CFP Board of Standards so your organization and its members need not do anything other than attend.

You may wish to click on any of the above underlined (hyperlinked) titles for further information (You must have a copy of Adobe Reader on your computer. For a free copy, Click Here!). Be sure to check back here often as these programs will change and we will be adding additional CE credit programs in the near future.

We will also custom design a presentation based on the needs of your organization. For further information or to inquire about dates, please email us at: Info@efficientpractice.com or call us toll-free at (877)-296-6876. Please include detailed contact information, proposed dates, topics and any other information that would be helpful to us. As the schedule is generally booked several months in advance, please contact us at your earliest opportunity.

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