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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 https://www.advisorarchitect.com.

Jun 2, 2020

We’ve been talking a lot about target marketing in recent weeks so we wanted to continue down that path and speak with someone that’s been highly successful using this strategy.

Natalie Schmook, MBA, CFP®, CVA®, is the founder and owner of Hayes Wealth Advisors, and one visit to her website will make it clear that...