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The Profitable Advisor Podcast

Every month, million dollar fee-based financial advisor Dan Cuprill shares ideas and strategies on how build profit-driven planning practices. For more information, visit

Mar 1, 2023

Today we want to address something that we feel very strongly about and that’s the future of our profession. 

It’s time to start worrying about where we’re headed. We’re in a position much like Blockbuster was in 15 years ago. The world changes very rapidly and technology allows us to change the way we consume...

Feb 1, 2023

Have you ever heard the political phrase, “Never let a good crisis go to waste?” That’s probably been attributed to a few different politicians through the years, but the underlying message is still the same.

In a much more benign sense, a financial advisor can also take advantage of a crisis to market their...

Jan 1, 2023

As we begin another new year, it’s natural to start thinking about goal-setting and ways that we can improve the business in 2023. Even if you don’t really care much for resolutions, putting some steps in place will allow you to measure and track your progress.


We spent some time in recent weeks looking ahead to...

Dec 1, 2022

As financial advisors, a lot of us don’t like to think of ourselves as someone who works in sales. But if you own any business, then you are in sales because without customers, you don’t get to do what you do.

What we’ve learned through the years about sales is that what makes it work well is having a system, and...

Nov 1, 2022

It’s that time of the year when you should start thinking about plans for the new year, but trying to set goals for an entire year isn’t the best approach.

When you set goals for a year, it’s very easy to forget about them over the course of 12 months. But if you can break that down into three-month periods, it...