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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.

Jun 21, 2019

If you are younger than your average client, you have a problem. You could very easily outlive your practice. You can do the greatest account retention in the world and you’re not going to be able to outlive the grim reaper. On today’s podcast, Dan will share with you how his firm has structured a system to not only...