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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

Nov 1, 2022

It’s that time of the year when you should start thinking about plans for the new year, but trying to set goals for an entire year isn’t the best approach.

When you set goals for a year, it’s very easy to forget about them over the course of 12 months. But if you can break that down into three-month periods, it...