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This is Episode #1 of the mini series, CLOSERS, a deep dive into phone sales across financial publishing and trader education. The rest of the series will be featured exclusively in the FMS PRO community:

https://financialmarketingsummit.com/...

The rest of the series will cover:

Episode 1: In FinPub Pro, This interview with Conor Lynch: He built a $50 million FinPub. So why is he ignoring that model out and launching his new business with a phone-first model?

Episode 2: John Cardis: Building for phone. How to build a sales team, product models, and more.

Episode 3: Outbound Backends with Lincoln Holbrook. How to capitalize on the power of phones without changing your existing newsletter model.

Episode 4: In Vicarious Liability, with Damon Wright from the law firm Gordon Rees, we dig into the many legal issues around phone sales.

Episode 5: Special Crossover Episode of Tactical Marketing with David Dittman diving into the marketing issues & opportunities around customer service inbound phone sales.
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Conor Lynch had massive success with more traditional trader education newsletter model.

He was publisher on one of the fastest-growing publishing companies in that last decade. He and the team he was working with grew from $0 to $50 million in annual sales in just a few short years.

Then they faced disaster – the FTC brought a case against them for their promotional claims.

Since settling that case Conor has moved on and is launching a new business.

But he’s decided to launch using a completely different marketing and business model.

High ticket coaching.

This model changes everything about how you build your business.

The copy, the offers, the sales process, the staffing mix, the regulatory risk, and more.

When he told me I had to wonder what was driving Conor’s decision to switch to high ticket coaching when he has already proven a master of the more traditional newsletter and trader education model?

That’s the thrust of today’s FinPub Pro conversation.

Join me as we dive into the perils and opportunities of both models.

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To get event notifications, exclusive content, and other updates about the investment newsletter and trader education industries go to https://financialmarketingsummit.com/ and subscribe to the FinPub PRO e letter.