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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.

Jan 25, 2018

People are inundated with messages so you need to come up with one that is powerful. On this episode Dan Cuprill talks about how you can use a scam or current event to not only get peoples’ attention, but also to engage them in a helpful way. He discusses how important it is to build a list and know who you are...


Jan 18, 2018

After meeting with a client and finding out that they are a good prospect, it’s time for a second meeting and a strategy planning session. On today’s episode Dan Cuprill explains in detail how to put together a solid strategy in a way that the client can truly understand. He lays out how the meeting should go in a...


Jan 11, 2018

Much time is wasted when the wrong clients walk through your door. Dan Cuprill talks about the problems that are incurred and time that is wasted when advisors accept the wrong clients. He emphasizes the importance of only working with clients who actually need you and lays out many ways that you can ensure it’s the...


Jan 4, 2018

Many advisors tend to fall into the trap of only focusing on marketing and selling. Stop running your business like a sales office and start running it like a CEO would run their business. On this episode, Dan Cuprill introduces the 2018 Renegade Advisor Conference and explains why it is so different from the...