1. The Efficient Practice
We were the first and we are still the best.  In our unusual and personal Comprehensive approach, we assist you in realizing additional profits by applying proven successful business operations from a variety of tactical perspectives to your firm.  That will allow you to make efficient use of your resources in ways you may never have been aware.  We do this by having an incredible knowledge bank of best practices, taking the time to learn everything about your business operations, making recommendations based on your goals and, finally, if you chose, implementing with on-going support.  We offer more than just coaching.  We want to ensure that your path to increased profit gets implemented if that is what you decide you want.
The Efficient Practice
Dr. David L. Lawrence, RFC®, AIF®

2. The Profit-Driven Architecture

3. 1.) Efficient Management
Staff hiring and management
Three-step Hiring System
Three-step Mgmt System
Position Outline
Evaluation and Feedback
Observed Performance

4. 2.) Efficient Technology
Technological Systems Efficiency is when all of your technical systems (i.e.. computers, software, printers, scanners, servers, website, , phone system, messaging systems and in-office communication systems are all working together, communicate with each other and share data seamlessly.

5. 3.) Process
WFMS
People
Process
Technology
Management
Most practices begin as a one-person shop and expand from there. Thus, the need for operational standards or written procedures may not be recognized until the need becomes so great that drastic steps must be taken to fix problems as they arise.

6. 4.) Design Efficiency
A financial practice office space is more than just the layout of the offices. It is more than just the placement of furniture and equipment. It is the combination of these elements with the goal of creating a productive and harmonious workplace with positive energy flow that promotes a homogeneous environment that is beneficial to staff and inviting to clients.

7. The Profit-Driven Architecture

8. A new paradigm
“The significant problems we have cannot be solved at the same level of thinking with which we created them. ”
-Albert Einstein

9. You do not have to face these challenges alone
Call us now at: (888) (Toll-Free)
We can help…
Financial practice consultants
Comprehensive Evaluations
Management Coaching
Technology Consulting
Training programs
Efficiency Implementation
Ongoing Support Services
Merging Practice Support
Succession Planning
27+ years of experience