Our Partners
Exclusive discount offers from our vendor partners can only be used if you are a member of the Efficient Practice Advisor Network or you are a consulting client of EfficientPractice.com.
We have established relationships with a number of firms to enhance and complement our services. The relationship we maintain is for collaboration and information sharing (subject to client approval). What follows is a partial list of all the firms we have established such relationships with. to take advantage of exclusive discounts and special offers, join the Advisor Network today, Click Here!
TalentLink Solutions was created because of the
challenges financial advisors face with identifying,
retaining and managing their support staff. With more
than thirty years of experience between the two
partners, they have interviewed and hired thousands of
professionals. They have been immersed in the financial
services industry for the last eight years so understand
the specific challenges around licensing, regulatory and
client satisfaction. TalentLink Solutions can help
advisors locate the right talent for a percentage of
first year's salary. But we also offer creative options
like hourly consulting to support the advisor through
the hiring process.
Mosaic Corporation helps financial advisors streamline
office procedures and reduce compliance worries by
implementing a paperless document management solution
called Eclipse. With its ease-of-use, powerful security
features, and audit trail, your client's confidential
information is secure. Eclipse is a "hosted" content
management system ideal for financial advisors,
broker-dealers, and independent agents managing scanned
or original client content.
To take advantage of their discount, you must be a member of the Advisor Network.
Infinitely Virtual is a leading provider of high quality and affordable Cloud Server technology, capable of delivering services to any type of business, via terminal servers, SharePoint servers and SQL servers – all based on Cloud Servers. TouchCloud™, the company’s latest offering, combines Windows 2012 Server and Windows 8 or 8.1 touch-screen capabilities, automatically touch-enabling all Windows 8/8.1 applications in the cloud. The company was established as a subsidiary of Altay Corporation, and through this partnership, Infinitely Virtual provides customers with expert 24×7 technical support. Infinitely Virtual offers a 10% discount to the Advisor Network Members.
Online Marketing Made Easy
Get the Education & Tools You Need to Automate Your Online Marketing
They can help you to:
- Automate your marketing with their Refer My Advisor online referral system. Get referral leads with no phone, no fear- just referrals!
- Attend numerous “Best Practices” webinars offered on a regular basis. *Many are "CE" approved
- Acquire Mass Affluent clients with a MyNewFinancialAdvisor "Free Retirement Report" affiliate program.
- Learn how to get results with social media with their "Social Media Power" training program.
- Learn "how to" market online – in a compliant way with their social media toolkit, compliance resources and top advisor best practices
To check out special offers from FiPath4Advisors, click here to join the Advisor Network.
Copytalk® is a leader in mobile
transcription services for financial and insurance
firms, and advisors, attorneys and
small to mid-size businesses.
With the Mobile Scribe service, use any phone or
the no-cost mobile application to record details of your
meetings, phone conversations, To Do lists, reminders,
email drafts, etc. and have them securely transcribed
and returned within hours. Or have the transcription
uploaded directly into your CRM!
For details on exclusive offers from Copytalk and other vendor partners, join the Advisor Network today. Click here!
MoneyGuidePro offers an exclusive discount to members of the Efficient Practice Advisor Network. Join today and save.
4DIQ can help increase efficiency. Their powerful Tesseract software delivers timely, accurate, and actionable information using plug and play architecture. It employs a flexible and powerful dimensional data engine that universally connects data from any source. Powerful integration and automation processes can be quickly and cost-effectively designed and deployed, supplanting manual entry and resulting in rapid delivery of critical information and increased efficiency.
4DIQ offers a 20% discount to Efficient Practice Advisor Network members. Join today and save.
The FinaMetrica risk profiling system is a low-cost, quick and user-friendly way to gain a more insightful understanding (in plain English) of your clients' financial risk tolerance - attitudes, values, motivations, preferences and experiences - and to meet common and statutory law know-the-client and duty-of-care obligations.
FinaMetrica's focus is on the psychological factors relevant to financial decision-making in terms that are meaningful to individuals and their advisers.
Developed and tested in Australia over 4 years with the assistance of the University of New South Wales’ Applied Psychology Unit, the FinaMetrica system has gained international recognition as world’s best practice since its Australian launch in 1998. The FinaMetrica system offers previously unattainable levels of validity, reliability and accuracy in risk tolerance assessment.
FinaMetrica offers an exclusive 10% discount to Advisor Network members. Join today and save.
Back Office Support Service (www.thebackoffice.biz) -
BOSS has been a pioneer in outsourced support of independent investment advisors since 1996 and that tradition continues today. Most of the employees in BOSS’s East Coast and West Coast offices focus on daily data processing, reconciliation and other support services such as reporting and billing. BOSS also has staff dedicated to database conversions and one-time projects for setting up new databases or cleaning up existing databases.
Mobile Assistant www.MobileAssistant.us
Redtail Technology www.redtailtechnology.com – After your 30 day trial, use David Lawrence’s name and you will receive an additional 60 days to evaluate
MoneyGuidePro www.moneyguidepro.com
MoneyTree Software http://www.moneytree.com/FreeTrial/tabid/93/Default.aspx
Trumpet, Inc. www.trumpetinc.com
IPSAdvisorPro www.ipsadvisorpro.com
Protracker Advantage www.protracker.com – After your 30 day trial, use David Lawrence’s name and you will receive an additional 60 days to evaluate
Sungard Wealth Advisor http://www.sungard.com/wealthstation/
Junxure-I http://www.junxurei.com
Your Silver Bullet http://www.yoursilverbullet.com
