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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, 2022

Have you ever had someone show up at your office to get your advice? They might even be willing to pay for advice. But that same person isn't willing to let you manage their money because they feel like it's something they can tackle on their own. 

If you haven't experienced this yet, you likely will soon because it's becoming more common. With more and more information available, it has become easier to do on your own so it's important that advisors adjust to these changes happening in the financial world. 

So how do you remain profitable by only providing advice? The key to long-term profitability is recurring revenue, but how do you do that if you aren't managing investments? 

Let's explore this question and discuss the optimal service to provide these prospects. 


Today's Key Points:

1:58 - Adjusting to the changes in the world

4:08 - What's the optimal service?

5:33 - The fee charged

7:57 - The planning process and expectations

11:34 - Providing value every quarter


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