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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 https://www.advisorarchitect.com.

Maximizing Revenue Per Client

Mar 1, 2021

Every advisor wants to find ways to increase AUM and the best way to do that is by maximizing the clients you’re already working with.

Few businesses do that better than the Duffy Law Office in Davenport, Iowa. Along with estate planning, attorneys Dennis Duffy and Ryan Denman also provide a variety of financial...