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Financial Practice Coaching
To access the coaching services please click on one of the following links:
1. Fill out the online form (preferred method)
With either method, we will contact you within one business day with
information or a request for additional details.
Coaching is all about relationships. It is important to have a coach who understands that you want to improve what you do without getting plugged into some pre-determined cookie-cutter type of system. A coach should be an independent third-party resource that can objectively evaluate your situation and needs and offer advice and council based on who you are and where you want to go.
Hiring a coach is a difficult and often confusing decision. There are many coaches out there, but which one is right for you? Here are a few reasons why you should hire Dr. David Lawrence to be your coach:
Experience in the field - over 22 years experience as a financial planner, field trainer and manager. More than ten years as an independent consultant to Financial practices nationwide. And, over 30 years of direct business ownership experience.
Specific Skills:
Technology - High degree of knowledge and experience with technology (i.e. computer systems and software); Designed and built software platforms for practitioners; Trainer for financial planning, Client Relationship Management and other software platforms
Business planning - conducts annual strategic planning sessions for financial practices; skilled in all aspects of business planning.
Fiduciary Issues - Expert in developing fiduciary standards of care that will bullet-proof your practice while enhancing the overall client relationship.
Staff Issues - skilled in evaluating and training (or retraining) staff, setting up hiring systems, evaluations, compensation and management systems and techniques.
Efficiency Issues - Can assist in redesigning filing and storage systems; Trained in office space utilization issues; Bookkeeping systems and business monitoring.
Relationship Issues - Streamlining business processes and developing more efficient relationship models based on the way you work, not what someone else thinks you should be doing.
Disaster Preparedness - In the wake of such disasters as hurricanes, tornadoes, flooding, wildfires and other unexpected interruptions to your business operations, having a disaster plan is critical to ensuring continuation of your business and protection of your clients' information.
Coaching is not badgering
