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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.

Dec 10, 2019

The start of a new year means an opportunity to assess your business and set fresh goals to strive for.

Today we’re going to help you do that by looking at it from two different perspectives. The first will be profitability because that’s ultimately how your business will survive and flourish. The second is...


Nov 7, 2019

Building a marketing plan to increase business takes a lot of work and planning, but one of the key elements to every strategy needs to be nurture. That’s the focus of today’s Profitable Advisor podcast as we explore this topic and share the best ways to nurture your client database.

Dan Didn’t Take His Planned...


Oct 24, 2019

We all aim to build a business that runs efficiently enough that we’re able to enjoy significant time for ourselves while also generating strong profits. The key to getting there is figuring out how many clients you need to aim for while still maintaining a high-level of service. We’ll use a recent article on this...


Sep 3, 2019

In recent weeks, Dan Kennedy’s health has taken a downturn and he has even recognized that his final days might be ahead. As tributes pour in for this incredible businessman, advisor, and mentor, we wanted to celebrate his life and what he’s taught us along the way. We’ll do that by sharing the books, products...


Aug 21, 2019

Being able to generate leads is a fundamental part of a successful business, but do you truly understand what a lead is? What about how to draw someone in, nurture that lead, and turn them into a client? In this episode, we discuss leads in detail and explain how they’re slightly different for advisors.

If you can’t...