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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 www.ProfitableAdvisor.com.

Nov 1, 2021

What can a financial advisor learn from their doctor? Well, the way we interact with our clients should resemble the way a doctor treats their patients. We are the professionals and we have to be able to communicate to our clients what is best for them, as a doctor would do for your health.  On today's show, we will...


Oct 1, 2021

You’ve probably heard many times that authors have credibility. Even if the books aren’t well-written, just becoming published establishes them as an expert on their subject matter. It’s just a fact of life.

And there’s never a better way to establish a relationship with a prospect than with your own book. As...


Sep 1, 2021

It’s that time of the year when vendors hold their annual meetings, evaluate the upcoming year, and set new sales goals. The mission, as they’ll explain, is to ramp up sales and increase the revenue you’re bringing into the business.

But does that actually benefit you?

While these meetings might be great for...


Aug 1, 2021

For the first time in a while, we won’t have a guest on the show but that’s because we want to share an update on what we’ve been doing. Specifically, we want to discuss the new direct marketing strategy we’ve been utilizing.

You might have heard us discuss this before but we wanted to bring everyone up to speed...


Jul 15, 2021

Life throws us curve balls all the time. It’s part of the journey and we all have to figure out how to overcome the challenge and keep pushing forward.

Having that added pressure of being a business owner makes it even tougher, but no matter how down you get, I want you to think about June Scharf. Our guest today...