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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 4, 2024

As we turn the page on another new year, we hope you are excited about the start 2024 and focusing on hitting new milestones in your practice. Now, we know that people like making resolutions to start January, but resolutions are a bit silly when you think about it. If you want to make improvements personally or professionally, why wait for a new year to begin.

But we all go through these exercises and the results are almost always the same. Unless you truly want to make a change in your life, you’ll abandon these resolutions each and every time. The reason so many people fail to accomplish their resolutions is they don’t truly want change.

So let’s talk about some things you can do to make your life better, not just this year, but every year moving forward. We’ll share our own ideas and experiences that can hopefully help you both personally and professionally in 2024 and beyond.


Here’s some of what we discuss in this episode:

  • Where Dan stands on faith and how he’s changed drastically through his life.
  • Small steps you can take to improve your life each day as it relates to faith.
  • Fitness tips that Dan has applied to his life that are easy to incorporate into yours.
  • Develop a profit-based model to grow revenue and help you achieve the lifestyle you want.
  • Focusing on niches, technology, staffing, and entrepreneurship for your business.


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