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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.

Jul 1, 2018

Dan has been meeting with a lot of financial advisors lately and learning about different strategies they use to grow and market their practices. There's one particular strategy raising his eyebrows at the moment. College planning. Dan sees how this strategy can be beneficial to a holistic practice, but only if executed...