February 2014
Intermediate to advanced
208 pages
5h 8m
English
book
The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits
by David L. Lawrence
Content preview from The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater ProfitsBecome an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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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:
- Forms
- Spreadsheets
- 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.
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.