Dr. David L. Lawrence

Dr. David L. Lawrence Email and Phone Number

Retired @ San Diego, CA, US
San Diego, CA, US
About Dr. David L. Lawrence

Dr. David Lawrence, has over 34 years experience in the financial services profession and 37+ years of business experience.He 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 independent financial planning and asset management companies in senior management positions. One of the most respected efficiency experts in America, Dr. Lawrence has been recognized for his efforts by numerous organizations such as The U.S. Housing and Urban Development (HUD), The Volunteer Center for the United Way, The Internal Revenue Service, The Securities Industry & Financial Markets Association (SIFMA), The International Association for Registered Financial Consultants (IARFC), The National Displaced Homemaker Network and The Financial Planning Association (FPA), to name a few. He has been frequently quoted by such national publications as Barron's, Financial Planning Interactive, USA Today, and The Wall Street Journal Online among others. He has also made frequent appearances on NBC and FOX television affiliates. Conversant in five languages, David wrote a monthly column on business efficiency for Financial Advisor Magazine (www.FA-Mag.com) for over 12 years. He currently writes for a variety of publications as a freelance journalist. He has also authored several technical white papers for a variety of technology related companies. He is a past Chair of the FPA’s National Leadership Council and a frequent keynote speaker at conferences around the world.David is the Founder and President of EfficientPractice.com, an operational efficiency consulting firm with clients all across America and other parts of the world. (www.efficientpractice.com).Specialties: Operational Efficiency Consulting, Writer of White Papers and Technical Briefs, Collaborative Author, Journalist and Writer. Additionally, his firm offers vast resources to its subscribers and Strategic Planning services.

Dr. David L. Lawrence's Current Company Details
www.efficientpractice.com

Www.Efficientpractice.Com

Retired
San Diego, CA, US
Dr. David L. Lawrence Work Experience Details
  • Www.Efficientpractice.Com
    Retired
    Www.Efficientpractice.Com
    San Diego, Ca, Us
  • Www.Efficientpractice.Com
    Founder And President
    Www.Efficientpractice.Com Feb 2003 - Present
    Greater San Diego Area
    The Efficient Practice helps professional practices with growth through coaching and consulting. We offer a state of the art resources, archives and operational efficiency consulting forprofessional practices of all sizes and needs. This includes financial advisory firms, financial institutions, Legal practices, accounting firms and medical practices. Additionally, we offer an industry leading money back guarantee.
  • Financial Advisor Magazine
    Monthly Columnist And Contributing Editor
    Financial Advisor Magazine May 2003 - Mar 2015
    San Diego, California
    Column was titled 'The Efficient Practice'. Dr. Lawrence wrote about operational efficiency issues that affect financial services firms. He also has spoken at several conferences hosted by Financial Advisor Magazine over the past several years.
  • Financial Planning Association
    Board Member, Activist
    Financial Planning Association Mar 1984 - Dec 2012
    Served as President of a local chapter of the FPA, Served on the Chapter Leaders Resource Council, Served as Chair of the National leaders conference, served as task force member of FPA Experience 2011.
  • American Express Financial Advisors
    Financial Advisor/Advanced Advisor Group
    American Express Financial Advisors Mar 1984 - Feb 2002
    I worked at AEFA (Now Ameriprise) for some 18 years as an advisor, field trainer and district manager. I helped many advisors gain success by counseling them on their business operations and procedures. My current company does the same operational consulting, but now for independent advisors all over America.

Dr. David L. Lawrence Skills

Financial Advisory Financial Planning Investments Financial Services Finance Wealth Management Strategic Planning Consulting Retirement Planning Management Training Investment Advisory Leadership Small Business Management Consulting Securities Coaching Portfolio Management Entrepreneurship Executive Management Personal Finance Investment Strategies Sales Financial Planners

Dr. David L. Lawrence Education Details

Frequently Asked Questions about Dr. David L. Lawrence

What company does Dr. David L. Lawrence work for?

Dr. David L. Lawrence works for Www.efficientpractice.com

What is Dr. David L. Lawrence's role at the current company?

Dr. David L. Lawrence's current role is Retired.

What is Dr. David L. Lawrence's email address?

Dr. David L. Lawrence's email address is dl****@****ice.com

What is Dr. David L. Lawrence's direct phone number?

Dr. David L. Lawrence's direct phone number is +161920*****

What schools did Dr. David L. Lawrence attend?

Dr. David L. Lawrence attended University Of Florida, University Of South Florida.

What are some of Dr. David L. Lawrence's interests?

Dr. David L. Lawrence has interest in Exercise, Home Improvement, Reading, Sports, Home Decoration, Children, Cooking, Electronics, Outdoors, Education.

What skills is Dr. David L. Lawrence known for?

Dr. David L. Lawrence has skills like Financial Advisory, Financial Planning, Investments, Financial Services, Finance, Wealth Management, Strategic Planning, Consulting, Retirement Planning, Management, Training, Investment Advisory.

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