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The Profit Lab

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

Your Products Suck (so stop talking about them)

Relax.  I’m not talking about your children.  Or your country.  Or even your car. I’m talking about your investment products.  They suck.  They really do.  There is no way in hell your products are better than what your client can buy on their own and implement...

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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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