The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits

About the Author

Efficient Practice founder and president, Dr. David Lawrence, AIF®, has over 36 years of experience in leadership. He is a veteran of the U.S. Navy during the Vietnam War, having spent over four years on active duty as a noncommissioned officer and later as a commissioned officer in the Naval Reserves. His service in two war zones, first in South Vietnam near the end of the Vietnam War and later in the Middle East, provides a courageous backdrop to his leadership experiences. His compelling story of military leadership during a time of domestic political unrest is truly inspirational.

Dr. Lawrence is a graduate of the University of South Florida in Tampa, with double undergraduate and Master's degrees (cum laude). He attended the University of Florida in Gainesville for his doctorate in Social Behaviorism.

David then spent 18 years with a major financial planning firm as a senior financial advisor, training manager, and district manager. He has also worked for two large independent financial planning and asset management companies in senior management positions. His responsibilities have included managing large numbers of employees as well as setting up employee hiring, training, evaluation, and compensation systems. His background and experience in integrating technological systems with management needs has given him a unique perspective on the use of technology as a leadership tool.

David has spent the past several years writing and speaking. He founded the Efficient ...