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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 www.ProfitableAdvisor.com.

May 19, 2020

Many businesses across this country are dealing with varying degrees of profit loss over the first and second quarter, which is to no fault of their own in most cases. That’s true for many advisors and it’s important that the second half of 2020 brings much better results.

So we want to discuss how to make that...


Mar 26, 2020

The coronavirus outbreak has hit the financial world pretty hard and now is a crucial time for advisors as we help clients from making critical mistakes with their portfolio. It’s also a significant time for your business and operation as we move away from in-person communication and towards webinars.

This episode is...


Feb 13, 2020

How do you go beyond the common marketing tactics to really get deep and connect with clients? Sara Grillo is a financial advisor turned marketing consultant and has a solid philosophy on accomplishing this goal. She’s a special guest on the show to share her strategies and explain the program she offers...


Jan 6, 2020

Dan doesn’t bring on guests unless he truly values the information they provide, and that’s why he tracked down Gabe Lewit to learn more about his CRM system. Find out why this direct mail nurturing can be done more effectively, efficiently, and affordably using a new system created by Vision Financial Marketing,...


Nov 7, 2019

Building a marketing plan to increase business takes a lot of work and planning, but one of the key elements to every strategy needs to be nurture. That’s the focus of today’s Profitable Advisor podcast as we explore this topic and share the best ways to nurture your client database.

Dan Didn’t Take His Planned...