Preview Mode Links will not work in preview mode

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 www.ProfitableAdvisor.com.

Jun 21, 2019

If you are younger than your average client, you have a problem. You could very easily outlive your practice. You can do the greatest account retention in the world and you’re not going to be able to outlive the grim reaper. On today’s podcast, Dan will share with you how his firm has structured a system to not only...


May 22, 2019

Your website needs to draw people in. If you have a crappy website, you're going to do the opposite and drive people away. Use your website as a tool to capture your audience, generate leads, and give your prospects something that will connect them to you.

To access more resources and a related blog post, click...


Apr 25, 2019

You need to stand out from your competition. Your products and processes won't make a difference if you're just another advisor listed on a web browser. On this edition of the podcast, we'll discuss the importance of developing your Unique Selling Position. We'll also wrap up our saga of Dan's tense email interaction...


Mar 14, 2019

Perhaps your digital marketing campaigns and retirement seminars don't seem to be landing you clients. If so, ask yourself why. On this edition of the podcast, we'll examine your marketing message, your approach, and your follow-up.

To access more resources and a related blog post, click the URL: 


Mar 1, 2019

Dave Dee works with No B.S. Inner Circle (Formerly GKIC) as an independent consultant. He joins the podcast to discuss effective marketing strategies.

To access more resources and a related blog post, click the URL: