Dan Cuprill, CFP

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 retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: profitableadvisor.libsyn.com

Autor

Dan Cuprill, CFP

Kategoria

Business

Ostatni odcinek

1 lip 2025

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Odcinki

The Power of Lead Nurture 07.11.2019

Building a marketing plan to increase business takes a lot of work and planning, but one of the key elements to every strategy needs to be nurture. That's the focus of today's Profitable Advisor podcast as we explore this topic and share the best ways to nurture your client database. Dan Didn't Take His Planned Trip to Israel On the last episode, Dan told us about his upcoming trip to Israel and h...

What's the Optimal Number of Clients for an Advisor? 24.10.2019

We all aim to build a business that runs efficiently enough that we're able to enjoy significant time for ourselves while also generating strong profits. The key to getting there is figuring out how many clients you need to aim for while still maintaining a high-level of service. We'll use a recent article on this topic to lay out a plan to get you to that optimal number.   In this episode:  A rec...

Celebrating the Life and Lessons of Dan Kennedy 03.09.2019

In recent weeks, Dan Kennedy's health has taken a downturn and he has even recognized that his final days might be ahead. As tributes pour in for this incredible businessman, advisor, and mentor, we wanted to celebrate his life and what he's taught us along the way. We'll do that by sharing the books, products and lessons we recommend. IN THIS EPISODE:  As August came to an end, an emotional lette...

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