The Profitable Advisor Podcast

Mar 01 2025 74 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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Confessions Of A Jackass: How To Use Google Reviews To Grow Your Business

Mar 01 2025 36 mins

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 where client testimonials are heavily regulated, being able to benefit from the relationships you’ve built is very powerful. Natha

Two Words You Should Never Use With a Client

Feb 01 2025 12 mins

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. That’s why we want to talk about how financial advisors should approach these conversations and why it’s so important to c

How To Do 8 Days of Work In 3 Days or Less

Jan 01 2025 23 mins

The start of a new year often sparks a desire to reset, refocus, and find better ways to manage our time and energy. If you're looking to kick off the year with fresh productivity strategies, this conversation is for you. In this episode, I’ll share my tried-and-tested productivity hacks that have helped me streamline my work habits, stay organized, and maximize efficiency. Wheth

What Are We Going To Do About Crypto?

Dec 02 2024 16 mins

If you’ve followed my podcast for a while, you’ve heard me say I don’t recommend crypto to clients. That hasn’t changed, but we can’t deny the fact that crypto is growing rapidly. So, with this, how should you respond when a client asks, “Shouldn’t I be putting money in crypto?” In today’s episode, I dive into this question by sharing my own experience investing $

Raise Your Fees in 2025

Nov 06 2024 15 mins

As we move closer to a new year and into a new administration, advisors are looking for strategies to increase profitability in their practice. What we want to recommend today might surprise you, but I want to talk about why you might want to raise fees. You’ve heard me talk about reducing fees for a number of years, but now I’m recommending the complete opposite. I’ll explai

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