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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.

Feb 2, 2018

To close our series on follow-up procedures, Dan gives us an actual case study where proper follow-up systems made the difference on landing a long-term client. You won't believe how true automation and a well-designed system converted this prospect.

You can find show notes and more information by clicking here: 


Feb 2, 2018

What happens when someone expresses an interest in what you do, but they're not quite ready to proceed? Here's a suggestion... Use a webinar. On this podcast, Dan breaks down the ways he's experimented with webinars and how they can fit into a great system of follow-up with clients and prospects.

You can find show notes...


Feb 2, 2018

Podcasting isn’t just an extra, it is a necessity for advisors who want to do something more personal and separate themselves from the competition. Dan Cuprill and Walter Storeholt share their expertise on how to use podcasting to bring your practice to the next level. Podcasting is not only useful for marketing...


Feb 2, 2018

Follow-up is often a dreaded task because people often see it as nagging or annoying, but it doesn’t have to be that way at all. Dan Cuprill talks about how important it is to build a follow up system that runs automatically and uses humor and interesting stories to engage with potential customers. He breaks down why...