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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

Jan 1, 2023

As we begin another new year, it’s natural to start thinking about goal-setting and ways that we can improve the business in 2023. Even if you don’t really care much for resolutions, putting some steps in place will allow you to measure and track your progress.


We spent some time in recent weeks looking ahead to the new year and thinking about the areas of importance, and we’ll use this episode to share five useful action items that we will implement or have already implemented to help elevate your business in the new year.


Here’s some of what we’ll discuss on this episode:

  • Why you should improve your wardrobe and how to do it. (2:28)
  • Start creating personal and business budgets for yourself. (5:13)
  • Nurture your prospects by communicating regularly. (7:53)
  • Re-evaluate who you’re working with and fire a client if you need to. (9:13)
  • Find your niche this year so you can position yourself to become THE advisor in that niche. (10:36)



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