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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,...

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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,...

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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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