Build The Financial Planning Practice You’ve Always Wanted

START NOW: Get two chapters from Dan Cuprill’s book FREE

The Profit Lab

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

Snakes on a Plane, Part 2

Last week I detailed how a toxic client can damage your practice.  While I'll agree United Airlines should have handled their recent passenger altercation differently, the reality is that three other passengers gave up their seat with no incident. My selling system,...

read more

Snakes on a Plane, Part One

This past week the entire nation was in an uproar over how United Airlines dealt with an unruly passenger who refused to give up his seat on an overbooked flight. Rather than comply with security, the passenger resisted, resulting in a concussion, a broken nose,...

read more

Popular Articles

Topics from the Profit Lab


Your goal should be generating profit, not sales.

Learn More


To survive, you must automate.

Learn More


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

Learn More

Client Retention

The lifeblood of the fee based advisor.

Learn More


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

Learn More

Succession Planning

You built it, now sell it.

Learn More

Want to Systemize Your Financial Planning Practice?

START NOW and download two FREE chapters from my book, Advisor Architect.

Pin It on Pinterest