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

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About the Companion Website

The companion website has been provided to offer complementary materials to the book. Included in this site you will find:

  1. Forms
  2. Spreadsheets
  3. Flowcharts

We hope you find this information useful. To access the companion website, please go to www.wiley.com/go/efficientpractice. When prompted for a password, please enter “financial.”

If you have any further questions or would like help transforming and optimizing your financial practice for greater efficiency and profit, please feel free to visit the author's website: www.efficientpractice.com.

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

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