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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, 2022

With the new year beginning, we hope you are as excited about the future of your business and what you hope to accomplish. With 2022 arriving, we’re always looking for ways to improve ourselves and our bottom lines, and that’s why we choose today’s topic.   

Financial advisors are often wondering whether or not they should get a coach. Will it really help elevate your business? Can you see the impact?

Let’s talk about that question and work through why it could be a tremendous business development investment. Coaches make an impact on many different aspects of life and finance is no different so if this is something you’ve been considering, you’ll want to hear today’s show. Find out what you’re looking for, what makes a successful program, and why coaches aren’t for everyone.  

So as you go through the episode today, keep an ear out for some of these topics that we cover:

  • Trying to accomplish all types of goals in life is achieved more often with the help of a coach.
  • Why a coach isn’t the answer for every financial advisor.
  • A coach should have experience and a background in the area you’re looking to get help with.
  • Whatever you choose, it should have materials that allow you to work and learn on your own along with face-to-face meetings.
  • Don’t bankrupt yourself paying for a program.
  • Great programs should have stages that allow for beginners to experts


What we discuss in this episode:

0:55 – Finishing out 2021

2:45 – Do you need a coach?

4:40 – The primary motivator for having a coach

5:19 – Having a coach isn’t for everyone  

7:10 – Your coach should have a background in the area you need help

9:40 – Necessary materials to learn on your own

12:44 – Find something affordable

14:03 – Stages to a program