Cover image of The Profitable Advisor Podcast

The Profitable Advisor Podcast

Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client rete... Read more

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Ranked #1

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3 Mistakes That Financial Advisors Make

3 Mistakes That Financial Advisors Make

When you work with a number of advisors around the country, you get to see some of the common mistakes that people oft... Read more

1 Aug 2023

18mins

Ranked #2

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The Secrets to Publishing Your Own Book with Mike Capuzzi

The Secrets to Publishing Your Own Book with Mike Capuzzi

If you listen to this show enough or read a lot of what we write, you know that we believe strongly in advisors strivi... Read more

1 Jul 2023

45mins

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Ranked #3

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Sex & Tech: How One Advisor Is Mastering The Art Of Niche Marketing

Sex & Tech: How One Advisor Is Mastering The Art Of Niche Marketing

The centers of influence model for advisors is great in theory but we’ve found that it’s often a one-way referral rela... Read more

1 Jun 2023

37mins

Ranked #4

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The Science of Changing Habits

The Science of Changing Habits

If you’re like us, there are things you do that you really wish you did differently. This manifests itself all differen... Read more

1 May 2023

14mins

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Ranked #5

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The 3 Biggest Questions You Should Ask a Prospect

The 3 Biggest Questions You Should Ask a Prospect

We had the opportunity recently to buy a practice, which we encourage advisors to do because it’s a great way to grow ... Read more

1 Apr 2023

13mins

Ranked #6

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How to Become the Go-To Advisor for Your Niche

How to Become the Go-To Advisor for Your Niche

Today we want to address something that we feel very strongly about and that’s the future of our profession.  It’s tim... Read more

1 Mar 2023

19mins

Ranked #7

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Inflation: A Financial Advisor’s Best Friend

Inflation: A Financial Advisor’s Best Friend

Have you ever heard the political phrase, “Never let a good crisis go to waste?” That’s probably been attributed to a fe... Read more

1 Feb 2023

13mins

Ranked #8

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5 Ways to Elevate Your Business in 2023

5 Ways to Elevate Your Business in 2023

As we begin another new year, it’s natural to start thinking about goal-setting and ways that we can improve the busines... Read more

1 Jan 2023

13mins

Ranked #9

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Keys to Sales Success with Dan Solin

Keys to Sales Success with Dan Solin

As financial advisors, a lot of us don’t like to think of ourselves as someone who works in sales. But if you own any bu... Read more

1 Dec 2022

33mins

Ranked #10

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5 Ways to Guarantee You Hit Your Profit Goals in 2023

5 Ways to Guarantee You Hit Your Profit Goals in 2023

It’s that time of the year when you should start thinking about plans for the new year, but trying to set goals for an e... Read more

1 Nov 2022

14mins

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