Preview Mode Links will not work in preview mode

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 1, 2022

Nearly every investor has some amount of exsposure to the stock market, and that likely means clients have questions when things start to drag. That's to be expected in this current investing environment so what should you be telling people that want to know how to react?

On this episode of the Profitable Advisor, Dan...


May 1, 2022

One of the hardest things to is actually one of the easiest. Sounds strange, right?

Today we'll talk all about writing a book, which can seem like an overwhelming task for a financial advisor. We hear from people all the time that want to do it but have no idea where to start. This show will change that.

We won't get...


Apr 1, 2022

The goal for every advisor should be to manage 100% of your client’s money but that might seem easier said than done. The truth is that having the right approach with prospects makes it a logical decision to place all of their confidence in the work you do.

On this episode, Dan will share his process for meeting...


Mar 1, 2022

Today we want to spotlight one of the first people to enroll in the Renegade Advisor program. Not because of that early relationship but because he’s incorporated many of the strategies we talk about and his success is taking off.

Ryan Fleming, MBA, RICP, CRPC has an incredible story as a former college football...


Feb 1, 2022

It’s that time of the year when vendors are having their meetings and that means you need to understand what you’re walking into.

The vendors want your business and they will do what it takes to keep you on board. Since they’re essentially in the commodity business, they have to come up with reasons to convince...