Building an Efficient Practice
The Efficient PracticeDr. David L. Lawrence, RFC, AIF
We were the first and we are still the best. Inour unusual and
personalComprehensiveapproach, we assist you in realizing
additional profits by applying proven successfulbusiness 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.1The Profit-Driven Architecture
1.) Efficient ManagementStaff hiring and management
Three-step Hiring SystemThree-step Mgmt System
32.) Efficient Technology
Technological Systems Efficiency is when all of your technical
systems (i.e.. computers, software, printers, scanners, servers,
website, email, phone system, messaging systems and in-office
communication systems are all working together, communicate with
each other and share data seamlessly.
43.) Process
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. 54.) 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. 6The Profit-Driven Architecture
A new paradigmThe significant problems we have cannot be solved
at the same level of thinking with which we created them. -Albert
Einstein
You do not have to face these challenges aloneWe can
helpFinancial practice consultants Comprehensive Evaluations
Management Coaching Technology Consulting Training programs
Efficiency Implementation Ongoing Support Services Merging Practice
Support Succession Planningwww.EfficientPractice.com
27+ years of experienceCall us now at: (888) 694-6171
(Toll-Free)
