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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

Sep 1, 2022

We were talking with an advisor who's in our program recently and the topic of assets under management came up because he felt stuck on a rather modest number.

So it got us thinking about this issue and what keeps an advisor from the growth that they want to see. It's not your marketing that's driving whether you have a lot of AUM or annuity sales. It's you who drives and we'll explain why that is on the show. 

Here's some of what you'll learn on this episode:

  • Why you get what your business is set up to get. (2:06)
  • Your client doesn't care about products. They want solutions. (2:58)
  • An example of an advisor who shifted to stocks and bonds over annuities and insurance. (3:45)
  • Why YOU drive your business, not your customer or marketing. (6:19)
  • Making the transition in your business to improve lifestyle. (8:37)


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