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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 1, 2019

Not all marketing strategies work. On this newly refurbished edition of the podcast, we outline why marketing your business through a charity is probably doomed to fail.

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Feb 1, 2019

We've received several questions on how to conduct a client review. Join us as we outline the best practices for meeting with your clients.

To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/episode-64-how-to-do-a-client-review