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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

May 15, 2018

Back in "the old days," marketing was pretty simple. You'd send out 5,000 invitations to attend a workshop about retirement planning, about 50 people would show up, and you'd get 25 clients. Today, those results rarely happen for advisors and yet, vendors like FMO's and Turn Key Asset Managers keep encouraging advisors...