O'Reilly logo

The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits by David L. Lawrence

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Contents

Introduction

PART ONE

Management Efficiency

CHAPTER 1

The Efficient Management Philosophy

Communication Is Key

The Irony of Micromanaging

Delegate, Don't Dominate

Summary

CHAPTER 2

Managing Resources

Efficiency versus Efficacy

Outsourcing

Downsizing

Managing Change: A Process of Inclusion

Summary

CHAPTER 3

Managing People and Communications

Step One: Pre-hire Preparation

Step Two: Background Information

Step Three: The Interview

Developing a Compensation Plan

Handling Confidential Information

Two Examples

The Holistic Approach

The Right Job Done by the Right People

Summary

PART TWO

Technology Efficiency

CHAPTER 4

Client Relationship Management

Leveraging Technology

Summary

CHAPTER 5

Other Software Issues

Evernote

Digital Note-Taking Tools

Tablets and Storage Solutions

Rebalancing Software

Summary

CHAPTER 6

Systems Integration

Software Integration and Communication

Protecting Client Data

Summary

PART THREE

Process Efficiency

CHAPTER 7

Building Procedures

Financial Plan Production Procedure

Flowcharts

Business Continuity Plans

Social Media Policies

Using Technology to Standardize Client Service Procedures

Summary

CHAPTER 8

Workflow Management Systems

Project Management Workflows

Workflow Systems: Efficient Methods for Tracking Tasks in the Office

Summary

PART FOUR

Design Efficiency

CHAPTER 9

Office Space Utilization

Creating a Paperless Office

Communications in the Office

Auditory and Visual Distractions

Outsourcing

Improving First Impressions

Feng Shui Tips for Your Business ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required