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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

Jun 4, 2021

One of the positives that came out of the COVID pandemic was the increased comfort most people now feel on virtual calls and online video conferences. While we’ll be able to transition away from doing as many of these as advisors, it’s still a valuable tool that we now have at our disposal.

The Renegade Advisor program now offers up a webinar service for clients that helps you with content, design, and marketing. We’re excited about this collaboration we’re doing with Grace Fortune and want to share the ways you’ll be able to use this product to nurture.

What do I mean by nurture? Marketers who understand direct marketing strategy, which is you first develop warm leads. You offer information that people will request from you. Once they’ve done that, you nurture them through a variety of strategies. The ultimate bottom of the funnel way to nurture is through some sort of presentation, which is where the webinar comes in.

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

  • What Dan means when he says a good lead nurturer.
  • What are the keys to making a webinar strategy work for your lead nurture.
  • The most effective length on a presentation.
  • Should you send your webinar to everyone on your list once it’s finished?
  • What she feels it the best way to promote your content to get as many people to sign up.
  • Coming up with your client avatar
  • Designing an effective webinar
  • What all you get from a Renegade Advisor webinar

For more on this topic and other strategies to growing your business, join us over at

Learn more about Grace: 


What we discuss on this episode: 

1:40 – Introducing our guest today

3:45 – Why this topic

7:14 – Keys to making webinars work

11:03 – Length of the presentation  

11:23 – Sending the presentation out to everyone in your list

15:40 – How to properly promote your content  

19:46 – How you define your target client  

22:58 – Designing webinars

31:04 – What you get from the Renegade webinar

37:11 – How to learn more