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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

Aug 1, 2023

When you work with a number of advisors around the country, you get to see some of the common mistakes that people often make in this profession. As we spend time with some younger advisors, we’ve found that there are a few things that we keep pushing because of how important it is for the business.


Today we’re going to share these three key mistakes and explain why we feel so strongly about each of these strategies. We’ll talk about investment philosophies, having the conviction to ask for 100% of your client’s money, and picking a target niche like we’re shifting towards for our business.


If you aren’t doing each of these things, now is the time to start taking the steps to make it happen.


Here’s some of what you’ll get out of this episode:

  • Why so many people fail to have a clear investment philosophy and why that hampers your success.
  • Why you continue to focus your energy on getting 100% of the money from your client.
  • Pick a target niche because the generalist is getting replaced more and more thanks to technology.


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