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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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Index

A

Accountability:

in delegating responsibility, 67

in workflow management system, 10

Accounts, social media and management of, 106

Acknowledgement, of micromanagement tendencies, 10

ACT!, 62, 63, 65

Act 4 Advisors, 126

ACTG. See Advanced Concept & Technology Group (ACTG)

ActiFi, 162

Activities log, 13, 1514

Adam's-apple-jump, 39

Adaptive strategic thinking (AST), 12, 13

Administration guidelines, 41

Adobe Acrobat, 79, 99

Advanced Concept & Technology Group (ACTG), 147

Advent (Portfolio management systems), 28

Advice, seeking, 10

Advice America, 99

Advisors Assistant, 65, 8788, 92, 111, 120

Advisor Software, Inc., 81

Advisor Websites, 108

Á-la-carte pricing, 126

Alessandra, Tony, 52

Amazon.com, 69, 70

American Mathematical Society, 122

API. See Application programming interface (API)

Apple product, 76, 8283

Application programming interface (API), 85

ASI Advisor Software, 81

ASI Portfolio Rebalancing Solutionsm, 81

Assessing readiness levels, 6

Assets-under-management (AUM), 109, 110, 125126

Assignment, as element of workflow management system, 10

AST. See Adaptive strategic thinking (AST)

At-will employment laws, 50

Auditory distractions, 135138

AUM. See Assets-under-management (AUM)

B

Background information, hiring and, 3839

Back Office Support Service (BOSS), 2627

Ba Gua mirrors, in Feng Shui tips, 142

BAM Advisor Services, LLC (BAM), 28

Barrea, Rick, 52

BCPs. See Business continuity plans (BCPs)

BCRP. See Business continuity and resiliency planning (BCRP)

Benefits, ...

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