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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

Apr 1, 2022

The goal for every advisor should be to manage 100% of your client’s money but that might seem easier said than done. The truth is that having the right approach with prospects makes it a logical decision to place all of their confidence in the work you do.

On this episode, Dan will share his process for meeting with clients and setting expectations. This ‘co-design’ approach doesn’t just provide prospects with a clear understanding of your planning philosophy, but it also helps them see why it also makes the most sense for their retirement. We’ll also share the five areas that you’ll want to make a part of that co-design process.

Hopefully by the end of the show, you’ll have a clear vision for how to achieve this goal of managing 100% of your client’s money. If you have any questions, you can get on Dan’s calendar by visiting

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

  • Why you don’t have to work with more affluent clients.
  • Explaining what we mean by requiring your clients to put all their money with you.
  • What you should ask your clients before they even begin working with you.
  • The ‘co-design’ process and how to explain that it’s illogical to not have all of your money with one advisor.
  • The five areas that you want to take the co-design approach with a client.
  • Why you need to be a holistic advisor to get 100% of the money.
  • What your marketing plan should be for this year.

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


Here is today's show rundown:

0:45 – Equity markets responding to major events

1:45 – Affluent clients

3:22 – What I mean by ‘require’ 100% of money

5:41 – Show them why it’s illogical to not have you manage it all

9:18 – 5 areas to co-design with a client

10:18 – Talking with your client

13:34 – Holistic advisor

14:30 – Your marketing plan for this year

15:32 – Tools you need