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• Check out David Lawrence's column, 'The Efficient Practice' in Financial Advisor Magazine. Click the logo below:

The Efficient Practice Archives

1. Resources by topic:

Please select a topic from the world of operational efficiency:

• Technology

• Employee Resources

• Procedures

• Operational Tools

• Efficiency Publication Library

• Financial Spreadsheets

 

*Note: New documents, resources and information are added each month to our archives. please check back frequently. We would love to hear your suggestions on content you would like to see added to the archives. please click here to contact us.