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 | 77 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipBusinessMarketing | |||
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Latest Episodes
Early in my career, I spent a lot of money on training and read a lot of books on the sales process to try to find the magical words that would get somebody to make a buying decision. There were plenty of struggles along the way, but over time, I dis... more
If your phone’s been ringing off the hook with client concerns about market volatility and tariffs, you’re not alone. And you’re not crazy. These market-moving events get the attention of even the most level-headed investors so how should you approac... more
Today we’re excited to welcome on a close friend and fellow financial advisor to the show. Nathan O’Bryant is the founder of O’Bryant & Associates in Jackson, Tennessee, and someone who has found great success with Google Reviews. In an industry wher... more
When markets are moving up and sentiment is strong, the financial media always points out the inevitable downturn. It gets more attention and attracts more eyeballs, but it’s still important to prepare for this even if you don’t know when it’s coming... more
Key Facts
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Reviews
- Great material, always enjoy listening to Dan
Well worth listening to. Great advice for advisors
Apple Podcasts5Stephen Oliver
United Statesa year 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 States2 years 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 States2 years 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 States2 years ago - Amazing Podcast!
Very informative podcast! Covers a ton of great content, I’d highly recommend it!
Apple Podcasts5REIexpert101
Canada3 years ago
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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Which podcasts are similar to The Profitable Advisor Podcast?
These podcasts share a similar audience with The Profitable Advisor Podcast:
1. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. The Perfect RIA
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. The Compound and Friends
5. Animal Spirits Podcast
How many episodes of The Profitable Advisor Podcast are there?
The Profitable Advisor Podcast launched 8 years ago and published 77 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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