Show cover of The Profitable Advisor Podcast

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 www.ProfitableAdvisor.com.

Tracks

Sleepy Joe - God’s Gift to Financial Advisors 20:10 12/01/2021
5 Things You Can Learn From Your Doctor That Will Make You A Better Financial Advisor 18:04 11/01/2021
Becoming a Best-Selling Author with Michael DeLon 30:58 10/01/2021
What They Won't Tell You At VEND-ERZzz Meetings 14:41 09/01/2021
A New Direct Marketing Strategy 15:29 08/01/2021
You Think You’ve Had It Tough? 36:19 07/15/2021
Building a Business Through Podcasting and Simplicity with Benjamin Brandt 43:55 07/01/2021
Using Tax Strategy to Secure Clients Even If You Don't Know a 1040 from a 1099 36:29 06/15/2021
Effectively Nurture Using Webinars with Grace Fortune 39:48 06/04/2021
An Accounting + Financial Services Business Model with Trent Benedetti, CPA, CFP, IAR 50:03 05/01/2021
Mastering the Dark Arts with Marketing Strategist Kia Arian 60:36 04/15/2021
Simplifying the Planning Process with Paul Durso 37:53 04/01/2021
3 Things Holding You Back from Success 08:56 03/15/2021
Maximizing Revenue Per Client 61:57 03/01/2021
Leaving a National Brokerage to Go Independent 49:13 02/01/2021
The New Rules of Marketing with Mary Rose Maguire 53:21 01/15/2021
Targeting Divorcees & Finding Success During COVID with Brie Reyes 56:27 01/01/2021
Developing the Right Mindset for Success with Nina Cooke 36:48 12/02/2020
Serve Don’t Sell with Liston Witherill 35:11 11/01/2020
The Consultant’s Secrets with Michael Zipursky 41:54 10/01/2020
The Truth Behind Social Media Advertising 46:18 09/01/2020
The Power of an Advisory Board 43:35 08/15/2020
How to Disnify Your Practice 56:10 08/01/2020
The Advisor Who Owns His Market with Reese Harper 42:47 07/15/2020
The Ultimate Lead Nurture System 35:26 07/02/2020
The Lost Art of Target & Niche Marketing with Natalie Schmook 52:42 06/02/2020
A New Marketing Idea to Increase Profitability 30:07 05/19/2020
Corona is Not Just a Beer 44:55 03/26/2020
Lessons of a Spend-Happy Advisor 38:57 02/21/2020
Getting Deep With Clients 43:33 02/13/2020