Present Income Lab
Articles and tutorials for setting up your Income Lab account to present to clients
12 Articles in this CategoryCase Study
This article includes a video with a case study review of a sample Income Lab client scenario. ...
How to Add a Custom Logo or Custom Disclosure to Reports
This article will explain how to add a custom logo or custom disclosure to your reports. ...
Holistiplan + Income Lab: Differentiating Your Practice with Ryan Townsley (Part 2 of 2)
Learn how to set your practice apart by implementing tax-smart planning strategies to benefit your clients and boost your business growth....
Report Center
This article will review how to create reports inside Income Lab....
Regret and Planning for Age-Based Spending
Learn how to avoid financial regret by effectively planning and managing your client's age-based spending....
Big Problems with Probability of Success in Retirement Planning
Probability of Success doesn't help retirees reach their goals - it drives them toward underspending, and feeling bad while they do it....
Presenting Income Lab to Clients Panel Discussion - February 2023
Hear how a panel of your peers use Income Lab with their clients....
A Mock Meeting with Income Lab: Advisor Panel Discussion - July 2023
Hear how a panel of your peers use Income Lab with their clients....
Presenting Income Lab to Clients Panel Discussion - April 2023
Learn how other advisors present Income Lab to clients...
How advisors are using Income Lab with their clients Panel Discussion - November 2023
Discover practical insights from financial advisors on how they utilize Income Lab tool to enhance client experiences and achieve financial goals....
How advisors are using Life Hub with their clients
Income Lab's co-founder, Justin Fitzpatrick, is joined by a panel of top advisors sharing how they are using Life Hub in their practice, how Life Hub has helped their clients, and any tips/best practices they follow....
Growing your business with Income Lab Panel Discussion
Hear from a group of Income Lab advisors how they are growing their business with Income Lab....