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

Oct 4, 2023

As technology continues to improve and the next generations get more comfortable with doing their own planning, the financial advisor profession will likely begin to shrink in the coming years. That doesn’t mean there’s not a future in the industry, because those who remain standing will likely be very successful. 


What it does mean, however, is that people will need a good reason to work with an advisor instead of doing it on their own, and that’s where finding a market niche comes into play. We continue to hammer home this message because of how strongly we feel about industry shift, and we’ve brought on guests with different specialties to find out how successful advisors are leaning into their niche.


Today’s guest has carved out an incredibly important focus, and that’s serving women more effectively. This is the largest segment of the population and women are set to inherit two-thirds of the $30 trillion being transferred by baby boomers. She educates financial professionals around the country on how tap into the women’s market and transform their practice, and she’s going to share a little of that wisdom with us in this episode.


Here’s some of what you’ll get out of this episode:

  • You can’t become exceptional by being a generalist so you need to find your differentiator.
  • How the decision to introduce women’s events in her business changed the entire trajectory of the company.
  • Why many advisors struggle to market properly and build a connection with women.
  • Why she feels like the first meeting is where you should focus on changing your approach to give women a different experience.
  • When you serve women with intention, you’ll organically grow through referrals.
  • The coaching program she’s put in place to benefit advisors and what she helps you with.


About our guest:

Take advantage of her free training:

Want to schedule a meeting with Dan? Click here: 

Read more and get additional financial resources here: