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Consulting and Implementation Services |
Click here to check out the savings you get just for being an Advisor Network member
Click here to check out the savings you get just for being an Advisor Network member |
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Check out David Lawrence's column, 'The Efficient Practice' in Financial Advisor Magazine. click on the logo below:
Check out David Lawrence's Technology Column in The Register, Monthly publication of the International Association of Registered Financial Consultants (IARFC)
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Testimonials 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...
Andrew Samalin, AIF® Dave has done an outstanding job with our firm. His initial financial practice evaluation was thorough and thought provoking. His ability to take the evaluation and follow through with an action plan to implement the recommended systems and procedures has been fabulous. Daniel Goott, CFP® Houston, Texas David is a unique resource who was able to apply his own experience as a financial planning practitioner to our individual needs and create a game-plan to guide us in improvements to our infrastructure and in the service offering to our clientele. Jeanne A. Robinson, CFP® Doylestown, Pennsylvania Dave was a fantastic resource to examine the resources available and which would best suit the needs of my new practice... Sherida Ferguson, CFP® Tampa, Florida (He) covered everything from office layout, equipment, software, compliance, financial planning process, completeness, to valuation of my practice and ideas for putting into place a new partner plus session (succession) planning... Sherwood White, CFP® St. Petersburg, Florida |
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