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Dr. David L. Lawrence, RFC, AIF
Management Consulting

Contact Information:

San Diego, CA 92122
United States

Years in Business:



Clients I'm Seeking:


Financial advisors, investment managers, financial institutions, broker dealers, and those firms that serve the needs of financial practitioners.

About My Business:


The Efficient Practice offers industry-leading consulting, coaching, software and resources that transform and optimize all areas of your financial practice and/or professional business operations, simplify your life and increase the productivity, efficiency and profitability of your firm. We study your operations to offer specific detailed recommendations on how to increase the efficiency, profitability and value of your firm. Then we make it happen with full implementation services that make transforming and optimizing your office operations quick and easy.

Years in business:
Member since:
Clients I'm looking for: