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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.

Oct 26, 2017

Join us with special Allison Liddle, where we discuss the behind-the-scenes business of self-publishing your own book.


Oct 19, 2017

A follow-up on a previous podcast about what types of planning software uses in his own practice. What happens when you use tools that make things too simple? Is there such a thing?


Oct 12, 2017

A client throws an adviser "a bone". What should he do? Take it or run the other way? This real life example will show us how the right system will prevent you from undervaluing your services and ensure you stay in control of the sales interaction.


Oct 5, 2017

Dan went on a 5-day trip, completely cutoff from civilization and his office. Was his business in shambles when he got back?