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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

Dec 1, 2021

We’re going to get a little political today but not in the way you would think.

You might expect a show with criticism about judgment, but that’s not what this episode is about.

The truth is the new administration in Washington D.C. has given financial advisors a lot of great opportunities to grow their business, and as a result, you should be ramping up your marketing efforts. Now, this isn’t a discussion about whether or not we agree with the current policies. It’s about leveraging the current environment to generate revenue for yourself.

We’re going to use this episode to lay out a simple strategy for how to address the issues at hand and then provide a system to people that will help solve those problems. There’s a lot of fear and concern from Americans right now and proper planning can help ease many of those financial worries. That’s where you come in.  

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

  • The story behind the one and only Democrat that Dan has voted for.
  • The reality of inflation and how to market around that issue.
  • You want to appeal to what could be a worry or concern for your prospect.
  • Why you should be talking about the news of the day.
  • What questions you can ask at workshops
  • Why you need to have a system in place

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


1:19 – Background on Dan’s political beliefs

3:29 – The marketing opportunities created by President Biden

4:14 – Inflation

5:42 – How to market around inflation

9:11 – Take advantage of the news of the day

12:19 – Questions to throw out at workshops  

15:45 – Are you lacking a system?

17:56 – The takeaway from this topic