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The Profit Lab

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

The Broke Millionaire

He called me last week.  Actually, his "executive assistant" did. After explaining to me who she was, who her boss was, and where they were located, she began asking questions about my upcoming Renegade Advisor meeting. "Our company CEO, Michael, is interested in your...

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Facebook Changes You Need to Know About

Facebook has been at it again... You may have seen the news that Mark Zuckerberg announced massive changes to the Facebook algorithm to promote more content from friends and family and less business content - including ads. The reason? People, particularly their new...

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Topics from the Profit Lab

Profit

Your goal should be generating profit, not sales.

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Automation

To survive, you must automate.

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Selling

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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Marketing

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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