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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

May 1, 2023

If you’re like us, there are things you do that you really wish you did differently. This manifests itself all different forms - diet, exercise, the amount of reading you do, or the changes in your practice you just can’t get around to doing. For whatever reason, these things are difficult to stop. As the old saying goes, “Old habits die hard.”

But there is a science to changing your ways and breaking those habits you’ve fought to get rid of. Today, Dan wants to share his personal experience following a very specific behavioral technique and the success he’s seen because of it. This is something we’ve used with clients over the years and want to share it with you in this episode.


Here some of what you'll learn in this episode: 

  • The story behind why Dan wanted to change a habit with wine and alcohol. (1:32)
  • The app used to help plan out the week and encourages accountability.  (3:46)
  • Applying this approach to other habits you want to change.  (8:34)
  • How to implement changes in your practice.  (9:56)



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