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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.

May 1, 2025

Early in my career, I spent a lot of money on training and read a lot of books on the sales process to try to find the magical words that would get somebody to make a buying decision. There were plenty of struggles along the way, but over time, I discovered a method that I thought worked well. It’s basic and comes...