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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

Aug 1, 2022

Wanted to do everything he could on his bucket list during his 60s because he didn't think he'd have the energy and ability to do as much in his 70s based on what he had seen from family and friends. 

This is why we like to push advisors to build their business in an entrepreneurial way so that the day-to-day still rolls along while you get a chance to enjoy your life and check off some of these items. 

Now, as we talk about ways to build the business, we want to shift our focus now to live events as a marketing tool. With the world going back to a relatively normal routine after the pandemic shutdowns and slowdowns, the opportunity to get back in front of people is front and center again. 

We have put together a list of eight rules, that if you follow, will make you a very successful marketer when it comes to live events. In this episode, we'll share a few of them with you and explain why they work. 

If you want to get all eight rules, subscribe to our newsletter and we'll send them out to you this month. 


Today's Key Points:

0:39 - What a client told us years ago that still resonates

1:37 - Dan's 'bucket list' goals

3:58 - Post-pandemic marketing

6:41 - Create your own list of prospects

9:56 - Ways to build your list

14:24 - Always charge to attend your workshop 

17:15 - Be honest

18:58 - Final thoughts


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