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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

Jul 15, 2020

Over the past few episodes, we’ve spent a lot of time on target marketing because we feel it’s such an important piece to building a profitable business. Today we’re taking the conversation a step further and introducing you to an advisor that’s built a national business focused strictly one on profession:...

Jul 2, 2020

Successful marketing results in a lot of leads but what good are they if you don’t follow up?

That’s a place where advisors often fall short due to lack of time or lack of expertise. What if you could find a system that costs a fraction of what hiring a marketing person would run you while automating much of the...