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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

Jul 1, 2023

If you listen to this show enough or read a lot of what we write, you know that we believe strongly in advisors striving to be the go-to for their given niche. If you’re not doing that, you’re going to be competing against larger corporations with a lot more money, and they’re going to own the generalist market. 


This is something that will continue to become a bigger and bigger issue, which is why we emphasize this time and time again. We’ve been rolling out guests on this show to get inside the minds of advisors who have found their niche and created a successful business around it. 


We’re going to continue that theme today but the focus is starting off with a powerful piece of marketing material. We’re talking about writing a book, which might seem overwhelming to many. But our guest today, Mike Capuzzi, wrote a book that really changed the way we do things in our office a few years ago, and we’re going to discuss the process he’s mastered for helping business owners write short books designed to get customers.


Here’s some of what we’ll discuss on this episode:

  • Mike’s background and how he started his consulting company and helping business owners publish. (5:15)
  • Why having a book is so important for growth and long-term success. (9:16)
  • How you need to structure a book. (13:02)
  • Just writing the book isn’t the key to getting clients. This is…  (20:35)
  • The strategy for marketing and utilizing the book. (24:41)
  • Leveraging the power of other people’s clients. (32:42)


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