Profit-Driven Financial Practice and Business Consulting   Since 1984

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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:

Financial Practitioners, Business and Management Topics:

1. Building a High Profit - High Value Financial Practice: 5 Steps You Must Do - New Details

2. Save Your Practice and Your Profits with Technology - New Details

3. Cutting-Edge Time Management: Using Adaptive Strategic Thinking to Optimize Your Time - New Details

4. Dynamic Leadership and Communication - Flagship Plenary presentation  - New Details

5. Embracing Differentiation: Using The Blue Ocean Strategy to Create a Unique Brand Awareness  Details

6. Okay, you're a Fiduciary, now what? - CFP CE - Details

7. The Future Financial Planning Process - CFP CE -  Details

8. Financial Plan Tracking - CFP CE - Details

9. Ethical Challenges - CFP Ethics Program - Details

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 links  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.

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Telephone

877 296-6876 (Toll-Free)

FAX

813-649-8755

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