The Efficient Practice by David L. Lawrence
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"David Lawrence starts with the truth: many financial advisory business owners know how to create a financial plan but don't know how to run a business. He then goes on to create what just might be the next bible of business management, telling us how to manage people, technology and workflows. If you've hit a profitability ceiling with your practice, this is the book for you."
-David J. Drucker, MBA, CFP® , Partner, Virtual Office News, LLC, Creator of the Technology Tools for Today Newsletter and Conferences
A holistic approach to efficiency, productivity, and profitability for financial firms
