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Sales & Marketing Ideas
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Welcome To The PraxMax Project™!

$1,000,000… And Up!


For $1 Million Financial Advisors And Those Who Want To Be

In 2010, two of my $1 Million clients, independently of one another, made a great suggestion: Study the attitudes, practices, processes, and business behaviors of other Million Dollar Advisors. This led to "The PraxMax Project™". PraxMax™ stands for "Practice Maximization" or making the most of a business opportunity in rendering professional services. "The PraxMax Project™ continues to catalogue what works in building a business and provides actionable ideas designed to help you grow your business, while removing "Complexity Barriers™" which impede your progress. The objectives are simple:

  • Grow Your Business
  • Increase Your Value To Your Clients
  • Work Smarter Instead of Harder

Explore the site, and let The PraxMax Project™ help you achieve the maximum success for you and your business!


Promote Your Expertise

Would your best clients say you are an expert?  In what areas are you an Expert? If you allow others to define your expertise, your marketing messages become skewed and inconsistent. Your expertise must be crafted as carefully as you … Continue reading


Conative Corner™ explores the possibilities and potential for growth and achievement when we strive using our unique methods of problem solving, and how you can use this for growing and reefing your business. Many times a member of our team … Continue reading


Michael Roby is a top sales & marketing strategist, writer, author, business coach, & noted professional speaker. Since 1975, he has been building a unique expertise, helping broker-dealers, insurance companies, financial institutions, and financial service advisors grow their businesses.
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Client focused, entrepreneurial, professional advisors turn to The PraxMax Project™ for proven ideas on practice development. The PraxMax Project™ focuses on what works for leading professional advisors and shares it with the world!

"PraxMax™" stands for practice maximization. You deserve to maximize the value you bring to your clients and the value of your practice! Visit The PraxMax Project™ on a regular basis to learn strategies, tactics, and tips for growing your business, including:

  • Practical Business Planning Ideas & Templates
  • Exceptional Client Service™ Strategies
  • Proven Sales Ideas
  • Comprehensive Marketing Campaign Strategies
  • Team Building & Development
  • Practice Management Resources
  • Sales & Marketing Ideas
  • Articles
  • Interviews With Leading Advisors
  • Surveys
  • Presentations
  • Hiring Processes & Tools
  • Discounts for PraxMax™ Achievement Symposiums Discounts
  • Forms for Business Development, Client Service, Office Administration