The Profitable Advisor Podcast
Dan Cuprill, CFPEach 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 retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
| Publishes | Monthly | Episodes | 64 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | MarketingEntrepreneurshipBusiness | |||
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Latest Episodes
Today we want to get into something that’s been a big part of our practice and should be an excellent opportunity for advisors in the future, especially if you’re in your 30s or 40s. What we’re talking about in this episode is buying a practice, whic... more
Are you a financial advisor dreaming of the day you can step back from the daily hustle and still ensure your practice prospers? Succession planning can be a challenge for advisors because few of us can really articulate what it is that we do on a da... more
Fear is a very powerful emotion and it can hold us back from reaching our potential personally and professionally. I started thinking a lot more about this after a trip to Arkansas where I spent some time with business partners to share ideas on grow... more
The very nature of the weather has always been like an investment portfolio in terms of unpredictability, and all the cold weather we’ve been dealing with to start 2024 has us thing about that. You could very easily use the weather to explain how a c... more
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Reviews
- Great material, always enjoy listening to Dan
Well worth listening to. Great advice for advisors
Apple Podcasts5Stephen Oliver
United States6 months ago - A powerful lesson in every episode
Dan Cuprill is a masterful host and extracts wisdom, ideas, and profitable tips from his guests.
Apple Podcasts5BookGuy96United Statesa year ago - So much better!
This podcast is so good! Helpful tips on every show. Really has made a difference and made my practice more profitable and more enjoyable for me to run!
Apple Podcasts5Natefz6United Statesa year ago - You reap what you sow….
Trashing your target FA clients on a podcast when they’re part of the audience seems like a terrible idea. Dan, you might need to update your intel on some of these firms. Your comments seem a little dated.
Apple Podcasts1MiMartianUnited Statesa year ago - Amazing Podcast!
Very informative podcast! Covers a ton of great content, I’d highly recommend it!
Apple Podcasts5REIexpert101
Canada2 years ago
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Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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