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The Profit Lab

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

14 Actions of the Renegade Advisor

Think back about five years ago.  Remember all these stories about people trying to keep Wal-Mart from coming into their towns?  Even though the giant retailer would bring low prices and jobs, so-called "community activists" fought it on the grounds the company sold...

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Episode #26: Living off the Grid

I recently traveled to a remote part of Ontario for five days.  No phones, no cell service, no running water…and when I returned my calendar was full and my business was thriving.  In this week’s edition, I tell you how I did it…and why you should also.

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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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