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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.

Oct 1, 2022

So much of our efforts as financial advisors are focused around getting new clients. From marketing to selling, you have to be able to attract clients to have a business so it is an integral part of what we do.

Sometimes, though, we make it so important that we’re willing to put up with a difficult relationship just...