The Profitable Advisor Podcast

Oct 08 2024 69 ep. 30 mins 30

The Profitable Advisor Podcast artwork

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

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The Three Basic Principles Of A Successful Financial Planning Business

Oct 08 2024 17 mins

Today we want to get back into the basics of what we do and revisit some of the core concepts every advisor should be following. We began this show years ago to really dive into each of these principles and share strategies for achieving success in each of these areas. Whether you’re a new advisor or someone who has been in the business for years, it’s important to refocus on t

How to Fix the Demons That Hold You Back

Sep 05 2024 33 mins

What separates the people who are successful from the those who are not? The answer can be found in the power of our brain and subconscious mind, which has always been a fascinating topic to me. So often, success is all about mindset rather than being born with incredible attributes or natural ability, and our guest today has written a lot about that in her Renegade Mindset book. N

Happiness is a Choice

Aug 01 2024 13 mins

I recently got back from a visit with a friend who went through cancer recovery and is now doing great. It was amazing to see how he changed his life, from the lifestyle he lives to the passion he has for the things he’s doing. It took near-death experience to change his perspective on life, but it’s not much different than what many business owners go through. Health concerns

The Benevolent Dictator

Jul 01 2024 9 mins

Have you ever heard of a benevolent dictatorship? This is a system where one person at the top makes decisions with kindness, care, and wisdom. While we might never see a benevolent dictator in government, this model can be incredibly effective in business. In today’s episode, we’re going to discuss why advisors need to lean into this effective form of leadership. Time and time

Lessons from Dog Walking

Jun 03 2024 16 mins

For those that don’t know, I volunteer at a local animal shelter near my house and spend time walking the dogs there. While this non-profit does tremendous work in the community, it doesn’t always operate very effectively as a business. That reminds me very much of the challenges that we see as advisors and there are some real insights that can carry over to what we have to dea

How to Buy and Sell a Financial Advisory Practice

May 01 2024 16 mins

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, which we believe is the quickest way to have instant revenue. But it’s not without problems, which we will also discuss. So we’r

What Do You Do When You’re Ready to Leave

Apr 01 2024 18 mins

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 daily basis that would allow someone to run the operation for us, and that makes it hard to step away. This is something I’ve had to

Is Fear Holding You Back?

Mar 01 2024 32 mins

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 growth. That’s why I invited Nina Cooke, author of Renegade Mindset, back to the show to help us work through this issue that plagues so

Why I Hate Riskalyze

Feb 01 2024 11 mins

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 client’s portfolio is going to work over time and how you can prepare for that. That’s the basis of today’s discussion, which i

Beyond the Resolutions

Jan 04 2024 29 mins

As we turn the page on another new year, we hope you are excited about the start 2024 and focusing on hitting new milestones in your practice. Now, we know that people like making resolutions to start January, but resolutions are a bit silly when you think about it. If you want to make improvements personally or professionally, why wait for a new year to begin. But we all go throug