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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.

Mar 23, 2018

Dan shares stories with us about advisors who get caught in the trap of achieving aggressive sales goals while losing focus of how much profit their businesses are earning. It's a dangerous game to play that limits your freedom and flexibility.

Hear a few tangible examples of how an advisor was able to dramatically...


Mar 22, 2018

Should you charge a planning fee? Is it OK to always do your planning and consultations for free? If you do charge, is it OK to waive the fee from time to time? These questions plague so many advisors, and today Dan shares where he stands in the debate.

In this episode, he takes a look at the history of how planning...


Mar 15, 2018

A "family office" is traditionally described as a full-service firm that only serves the ultra wealthy or families with $100 million net worth or more. Dan doesn't see the concept of a family office as a bad thing, but certainly defines it a little differently than that. On this podcast, he'll tell us how you should...


Mar 9, 2018

Most financial advisors focus a lot of their energy on finding new ways to attract new clients. What's interesting is that almost every marketing approach out there has people in two camps. One camp swears by a strategy and the other can't wait to blow the idea up and tell you everything they hate about it. So, how do...