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The Profit Lab

Discover the latest strategies on how to build a profitable financial planning practice.

Staffing Your Way to Bankruptcy

I recently participated in a Facebook group discussion regarding the issue of staffing.  Someone asked how many staff members are ideal for a with $100 million of Assets under management. Having $200,000,000 and just one administrative person, I naturally suggest my...

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We Are Doomed

I'm very happy to announce Heather Stevens and I will be releasing a new book in February called Renegade Advisor:  How to Survive the Amazoning of the Financial Services Industry. Here's a sneak peek: “We are doomed” As lifelong marketing students, Heather and I are...

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Popular Articles

Topics from the Profit Lab


Your goal should be generating profit, not sales.

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To survive, you must automate.

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Cave Man selling is dead. Time to learn a new way.

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Client Retention

The lifeblood of the fee based advisor.

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The right message the the right market using the right media.

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Succession Planning

You built it, now sell it.

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