Shows
The Profitable Advisor PodcastHow To Use AI For A More Profitable PracticeEveryone’s talking about AI, but most advisors have no clue how to actually use it to their advantage. This week, I’m breaking down exactly how I’m using AI tools, specifically ChatGPT, to save time, reduce staff overhead, and improve communication with clients. You’ll hear real examples of how AI has replaced hours of busywork in my own office, from generating newsletters to creating blog posts, and even PowerPoint scripts. We’ll also explore why most advisory practices are overstaffed, and how AI offers a smarter alternative to hiring. I’ll share how I use AI to wr...
2025-07-0113 minThe Profitable Advisor PodcastDon't Die This WayWhat if your success as a business owner became the very thing that prevented you from enjoying your life? While many advisors focus on helping others navigate their retirement, they often neglect to consider their own. The recent death of Colts owner Jim Irsay is a sobering reminder that we need to prioritize our own future while helping others achieve their goals. Today we’re challenging the hustle-at-all-costs mindset and asking the hard questions every business owner needs to reflect on honestly. Are you actually enjoying the rewards of your business? Do you know when your work bec...
2025-06-0110 minThe Profitable Advisor PodcastThe Only Question You Should Ask A ProspectEarly 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 discovered a method that I thought worked well. It’s basic and comes down to just one question, but it really is the most proper way to approach selling. The answer reveals everything you need to know about whether a client worth taking on. I’ll break down...
2025-05-0112 minThe Profitable Advisor PodcastTariffs Tariffs TariffsIf 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 approach conversations during times like these? Let’s talk about how to actually address client fears without getting pulled into a political debate or emotional tug-of-war. Look, I get it. This isn’t just about policy; this is about deeply rooted beliefs. Whether your clients are panicking because of who’s in office or what the headlines...
2025-04-2109 minThe Profitable Advisor PodcastTariffs Tariffs TariffsIf 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 approach conversations during times like these? Let’s talk about how to actually address client fears without getting pulled into a political debate or emotional tug-of-war. Look, I get it. This isn’t just about policy; this is about deeply rooted beliefs. Whether your clients are panicking because of who’s in office or what the headline...
2025-04-1809 minThe Profitable Advisor PodcastConfessions Of A Jackass: How To Use Google Reviews To Grow Your BusinessToday 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. Nathan joins us to share his remarkable success story that has not only enhanced his online presence but also attracted significant new clients to his practice. With 25 five-star reviews under his belt, Nathan reveals that he achie...
2025-03-0136 minThe Profitable Advisor PodcastTwo Words You Should Never Use With a ClientWhen 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 communicate about what a down market will look like. But in doing so, we want to reframe some common misconceptions about market corrections and explain the significance of understanding market values base...
2025-02-0112 minThe Profitable Advisor PodcastHow To Do 8 Days of Work In 3 Days or LessThe 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. Whether you're looking to transform your work life or find ways to get more done in less time, these tips are easy to apply and can make a big difference. Let’s make...
2025-01-0123 minThe Profitable Advisor PodcastWhat Are We Going To Do About Crypto?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 $2,000 in crypto through Venmo. I’ll talk about what I learned, how it shaped my perspective, and the lessons it offers for understanding this volatile market. Then, I’ll share my...
2024-12-0216 min
Talking Money, ClearlyHow Do You Build a Secure Financial Future After Divorce?In this episode of the Wealth Wise Women podcast, host Wes Cuprill dives into the misconceptions surrounding retirement and the financial challenges faced by divorced women. Building on last week's conversation with Dan, Wes discusses the inspiration and insights behind the book "Suddenly Single: A Divorced Woman's Guide to a Secure Financial Future." Learn about the common myths, such as relying solely on Social Security or remarriage for financial stability, and discover strategies to ensure a secure financial future post-divorce.Explore the importance of understanding a true 50/50 asset split during divorce and how to avoid common financial...
2024-11-0715 minThe Profitable Advisor PodcastRaise Your Fees in 2025As 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 explain why in this episode, but keep in mind that I’m not suggesting you raise fees on your existing clients. Instead, we’ll highlight a few areas of your pr...
2024-11-0615 minTalking Money, ClearlyWhat Unique Financial Challenges Do Women Face in Retirement?In this episode of the Wealth Wise Women Podcast, host Wes Cuprill welcomes his father and founder of Money and Clarity, Dan Cuprill, to discuss the unique financial challenges faced by women. Together, they explore the growing demographic of single women, the reality of women outliving their spouses, and the implications for financial planning. Discover how Dan's personal experiences shaped his approach to financial advising and the importance of tailoring financial advice to women's specific needs.The conversation delves into the necessity of acknowledging gender differences in financial planning, the concept of "bag lady syndrome," a...
2024-10-3133 minThe Profitable Advisor PodcastThe Three Basic Principles Of A Successful Financial Planning BusinessToday 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 the foundational principles for running a profitable business. Get insights on why your vendor is not your friend, the importance of prioritizing profit over revenue, and...
2024-10-0817 min
The Results-Driven Life by Design PodcastWhat Life Looks Like When You Love What You Do with Dan Cuprill“How you succeed will probably not be the way you think it’s gonna happen…”
That’s just one of the ideas we discuss with one of the most entrepreneurial and innovative financial advisors in the country, Dan Cuprill, in this episode of the Results-Driven Life by Design podcast. We also talked about:
How Dan found his way to doing what he loves, how he scaled it and is now transforming it to hand off to his son.
Why living according to your own best intere...
2024-09-1654 minThe Profitable Advisor PodcastHow to Fix the Demons That Hold You BackWhat 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. Nina Cooke joins us today to give us a better understanding of the psychological barriers that can hold financial advisors back and talk about ways to overcome them. In t...
2024-09-0533 minThe Profitable Advisor PodcastHappiness is a ChoiceI 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 often force people to pull back on the amount of work they’re doing to reduce the stress and strain. This is where the concept of a syst...
2024-08-0113 minThe Profitable Advisor PodcastThe Benevolent DictatorHave 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 again, I see advisors struggle with decisive leadership, seeking feedback and approval from their staff members or spouses who don't work in the office. It’s important to remember that everyone is mot...
2024-07-0109 minThe Profitable Advisor PodcastLessons from Dog WalkingFor 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 deal with. Today we want to share insights from his recent experiences at a local dog shelter and how they relate to the challenges faced by financial advi...
2024-06-0316 minThe Profitable Advisor PodcastHow to Buy and Sell a Financial Advisory PracticeToday 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’re going to share with you how the process works and breakdown our approach to buying another practice. There are plenty of financial considerations to sort throu...
2024-05-0116 min
Wealthy Advisor Mindset13 | Navigating Business and Personal Relationships with Dan CuprillToday's episode of The Wealth Advisor Mindset podcast, is a recast of a conversation between Nina and Dan Cuprill, host of The Profitable Advisor podcast. During the conversation, Dan shares his experiences and insights from a recent trip to Arkansas where he met with younger entrepreneurs who own an outfitter company. Despite their entrepreneurial spirit, they face challenges in effectively running their business, primarily due to internal conflicts and ineffective marketing strategies. Dan suggests innovative solutions and stresses the importance of implementing changes to enhance business operations. However, he finds that his ideas are often met with resistance, particularly...
2024-04-1632 minThe Profitable Advisor PodcastWhat Do You Do When You’re Ready to LeaveAre 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 do recently with my son, Wes, and we’ve identified seven areas that he has to be a master in before the torch can be pa...
2024-04-0118 minThe Profitable Advisor PodcastIs Fear Holding You Back?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 many advisors and business owners. Fear can be a formidable foe and Nina has helped many people overcome these barriers to find success. We’ll dissect the root...
2024-03-0132 minWealthy Advisor Mindset1 | Dan Cuprill | Systemizing Success in Financial AdvisingIn today's episode of the Wealthy Advisor Mindset podcast, Nina sits down with Dan Cuprill, a Certified Financial Planner and president of Money and Clarity, a fee-based financial advisory firm in Cincinnati, Ohio. Dan is the founder of Advisor Architect, a systems implementation firm dedicated to helping financial advisors and attorneys maximise their profitability and personal freedom through the implementation of ten distinct systems. He's also the author of six books, the host of the Profitable Advisor Podcast, and writer of the Profitable Advisor Newsletter. Although his firm is in Ohio, his systems-oriented approach to business enables him to...
2024-02-0643 minThe Profitable Advisor PodcastWhy I Hate RiskalyzeThe 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 is about a habit that many advisors have. They sell off their software using products like Riskalyze, which seems to work very well up front but presents challeng...
2024-02-0111 minThe Profitable Advisor PodcastBeyond the ResolutionsAs 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 through these exercises and the results are almost always the same. Unless you truly want to make a change in your life, you’ll abandon these resolutions each an...
2024-01-0429 min
Stephen Oliver's Financial Advisor Marketing PodcastRenegade Advisor with Hosts Stephen Oliver and Dan CuprillFinancial Advisor Marketing Podcast with hosts Stephen Oliver and Dan Cuprill Renegade Advisor * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/ Or subscribe to our podcasts using your favorite platform: https://advisorwealthmastery.com/subscribe-to-podcasts/
2023-12-041h 09The Profitable Advisor PodcastWhy You Should Be Marketing to WomenWomen are different than men and what they value is different as well. That’s particularly true when it comes to financial services. For a long time, our industry has done a poor job at addressing the needs of women and have catered to men (and still do to a large extent). What can you do to change that and become an effective marketer to women? Let’s talk about target marketing and developing your strategy around a certain audience. It’s not earth-shattering to hear that it works, but enough people don’t do it well and we w...
2023-12-0120 minThe Profitable Advisor PodcastWhat Happens When Cash Is Paying 5%?Today we’re going to dive into a common dilemma faced by many financial advisors. What should you do when clients notice that cash is outperforming their portfolios? Do you give in to temptation? Do you shift everything to a guaranteed fix like an annuity, park it in cash, or adopt a market-timing attitude? The choices are numerous, and the pressure is real. Listen in as we explore the complex terrain of client expectations, market unpredictability, and the timeless wisdom found in historical market patterns. Dan will share his approach to communicating openly with clients, acknowledging their co...
2023-11-1010 minThe Profitable Advisor PodcastHow to Best Serve the Women’s Market with Arwen Becker As technology continues to improve and the next generations get more comfortable with doing their own planning, the financial advisor profession will likely begin to shrink in the coming years. That doesn’t mean there’s not a future in the industry, because those who remain standing will likely be very successful. What it does mean, however, is that people will need a good reason to work with an advisor instead of doing it on their own, and that’s where finding a market niche comes into play. We continue to hammer home this message because...
2023-10-0453 minThe Profitable Advisor PodcastHow To Get Referrals Without Even Asking For Them with Stacey Brown RandallIn this episode of the Profitable Advisor Podcast, Stacey Brown Randall, a renowned expert in generating business referrals, joins Dan to discuss the importance of generating referrals without directly asking for them. Stacey emphasizes the power of referrals and why a different approach is needed to cultivate them effectively. Throughout the episode, Stacey provides valuable insights on building a referral system and maintaining meaningful connections with referral sources. She emphasizes the need for personalization and gratitude, highlighting the significance of staying top of mind with referral sources throughout the year. Stacey also shares strategies for...
2023-09-2051 minThe Profitable Advisor Podcast3 Mistakes That Financial Advisors Make When you work with a number of advisors around the country, you get to see some of the common mistakes that people often make in this profession. As we spend time with some younger advisors, we’ve found that there are a few things that we keep pushing because of how important it is for the business. Today we’re going to share these three key mistakes and explain why we feel so strongly about each of these strategies. We’ll talk about investment philosophies, having the conviction to ask for 100% of your client’s money, an...
2023-08-0118 minThe Profitable Advisor PodcastThe Secrets to Publishing Your Own Book with Mike Capuzzi If you listen to this show enough or read a lot of what we write, you know that we believe strongly in advisors striving to be the go-to for their given niche. If you’re not doing that, you’re going to be competing against larger corporations with a lot more money, and they’re going to own the generalist market. This is something that will continue to become a bigger and bigger issue, which is why we emphasize this time and time again. We’ve been rolling out guests on this show to get inside the...
2023-07-0145 minThe Profitable Advisor PodcastSex & Tech: How One Advisor Is Mastering The Art Of Niche Marketing The centers of influence model for advisors is great in theory but we’ve found that it’s often a one-way referral relationship. The idea of going after accountants and CPAs to bolster your business isn’t as beneficial as you might believe. That’s why we’ve been strong proponents of finding a target market niche and becoming your own center of influence. Whenever we’ve found someone who does this well, we’re quick to reach out to them and try to interview them to learn more about their process. That’s why we’re introducing...
2023-06-0137 minThe Profitable Advisor PodcastThe Science of Changing Habits If you’re like us, there are things you do that you really wish you did differently. This manifests itself all different forms - diet, exercise, the amount of reading you do, or the changes in your practice you just can’t get around to doing. For whatever reason, these things are difficult to stop. As the old saying goes, “Old habits die hard.” But there is a science to changing your ways and breaking those habits you’ve fought to get rid of. Today, Dan wants to share his personal experience following a very specific behavioral technique...
2023-05-0114 minThe Profitable Advisor PodcastThe 3 Biggest Questions You Should Ask a Prospect We had the opportunity recently to buy a practice, which we encourage advisors to do because it’s a great way to grow your business. But you have to go into this process knowing it won’t be a 100% fit. When you inherit another advisor’s practice, you’ll be getting clients that might have been a great fit for the previous owner but not so much for you. Part of taking over the new practice is taking the time to get to know them to find out how you’ll be able to help them. Some people in...
2023-04-0113 minThe Profitable Advisor PodcastHow to Become the Go-To Advisor for Your Niche Today we want to address something that we feel very strongly about and that’s the future of our profession. It’s time to start worrying about where we’re headed. We’re in a position much like Blockbuster was in 15 years ago. The world changes very rapidly and technology allows us to change the way we consume information and how we interact. If a business doesn’t evolve with the times, then it risks no longer being useful to consumers. The reason financial advisors might be in jeopardy is that we don’t offer anything that s...
2023-03-0119 minThe Profitable Advisor PodcastInflation: A Financial Advisor’s Best FriendHave you ever heard the political phrase, “Never let a good crisis go to waste?” That’s probably been attributed to a few different politicians through the years, but the underlying message is still the same. In a much more benign sense, a financial advisor can also take advantage of a crisis to market their services. When things get uneasy, people are looking for help putting their mind at ease. We know that emotions often drive decisions and inflation is a driver of emotion. That’s why inflation is providing advisors with the perfect opportunity to motiv...
2023-02-0113 minThe Profitable Advisor Podcast5 Ways to Elevate Your Business in 2023As we begin another new year, it’s natural to start thinking about goal-setting and ways that we can improve the business in 2023. Even if you don’t really care much for resolutions, putting some steps in place will allow you to measure and track your progress. We spent some time in recent weeks looking ahead to the new year and thinking about the areas of importance, and we’ll use this episode to share five useful action items that we will implement or have already implemented to help elevate your business in the new year.
2023-01-0113 minThe Profitable Advisor PodcastKeys to Sales Success with Dan SolinAs financial advisors, a lot of us don’t like to think of ourselves as someone who works in sales. But if you own any business, then you are in sales because without customers, you don’t get to do what you do. What we’ve learned through the years about sales is that what makes it work well is having a system, and we’ve tried many different types. Maybe the simplest system we’ve come across is the one by Dan Solin. Today we’re going to share a conversation we had with Dan which focused on h...
2022-12-0133 minThe Profitable Advisor Podcast5 Ways to Guarantee You Hit Your Profit Goals in 2023It’s that time of the year when you should start thinking about plans for the new year, but trying to set goals for an entire year isn’t the best approach. When you set goals for a year, it’s very easy to forget about them over the course of 12 months. But if you can break that down into three-month periods, it becomes much easier to track and you’ll find it will stay top-of-mind. Today we’ll share our approach to planning that we’ve found helps ensure we always hit our profit goal. We’ve...
2022-11-0114 minThe Profitable Advisor PodcastWhen Is It Time to Fire a Client?So much of our efforts as financial advisors are focused around getting new clients. From marketing to selling, you have to be able to attract clients to have a business so it is an integral part of what we do. Sometimes, though, we make it so important that we’re willing to put up with a difficult relationship just to maintain a client. At some point, we have to make some tough decisions like when is it no longer worth it? No one wants to lose money, but there comes a point where the revenue you’re rece...
2022-10-0115 minThe Profitable Advisor PodcastWhy Don't You Have Enough Assets Under Management?We were talking with an advisor who's in our program recently and the topic of assets under management came up because he felt stuck on a rather modest number. So it got us thinking about this issue and what keeps an advisor from the growth that they want to see. It's not your marketing that's driving whether you have a lot of AUM or annuity sales. It's you who drives and we'll explain why that is on the show. Here's some of what you'll learn on this episode: Why you get what your business is...
2022-09-0110 minThe Profitable Advisor PodcastSave the Free Food for Those Who Actually Need ItWanted to do everything he could on his bucket list during his 60s because he didn't think he'd have the energy and ability to do as much in his 70s based on what he had seen from family and friends. This is why we like to push advisors to build their business in an entrepreneurial way so that the day-to-day still rolls along while you get a chance to enjoy your life and check off some of these items. Now, as we talk about ways to build the business, we want to shift our focus no...
2022-08-0121 minThe Profitable Advisor PodcastWhat To Do When The Client Won't Let You Manage Their Money?Have you ever had someone show up at your office to get your advice? They might even be willing to pay for advice. But that same person isn't willing to let you manage their money because they feel like it's something they can tackle on their own. If you haven't experienced this yet, you likely will soon because it's becoming more common. With more and more information available, it has become easier to do on your own so it's important that advisors adjust to these changes happening in the financial world. So how do you re...
2022-07-0114 minThe Profitable Advisor PodcastWhat to Tell Clients When the Market TanksNearly every investor has some amount of exsposure to the stock market, and that likely means clients have questions when things start to drag. That's to be expected in this current investing environment so what should you be telling people that want to know how to react? On this episode of the Profitable Advisor, Dan will tell you how he approaches the conversation with clients and what key points he likes to get across to those that are worried. If history is any guide, we'll find our ways to navigate these choppy waters. We always h...
2022-06-0116 minThe Profitable Advisor PodcastThe Easiest Way to Write a BookOne of the hardest things to is actually one of the easiest. Sounds strange, right? Today we'll talk all about writing a book, which can seem like an overwhelming task for a financial advisor. We hear from people all the time that want to do it but have no idea where to start. This show will change that. We won't get into the mechanics of publishing a book on this episode. Instead, we'll focus on what the book should say and why it's so easy to do. We're going to take you through the outline...
2022-05-0122 minThe Profitable Advisor PodcastManaging All of Your Client’s MoneyThe goal for every advisor should be to manage 100% of your client’s money but that might seem easier said than done. The truth is that having the right approach with prospects makes it a logical decision to place all of their confidence in the work you do. On this episode, Dan will share his process for meeting with clients and setting expectations. This ‘co-design’ approach doesn’t just provide prospects with a clear understanding of your planning philosophy, but it also helps them see why it also makes the most sense for their retirement. We’ll also share...
2022-04-0118 minThe Profitable Advisor PodcastThe Pilot Advisor’s Business Taking OffToday we want to spotlight one of the first people to enroll in the Renegade Advisor program. Not because of that early relationship but because he’s incorporated many of the strategies we talk about and his success is taking off. Ryan Fleming, MBA, RICP, CRPC has an incredible story as a former college football player and graduate of the Air Force Academy. He identified this niche and went all in on working with pilots. The business was profitable early on but the real growth came when he began trusting the marketing strategies we discuss all the ti...
2022-03-0133 min
Experts SpeakHow to Get More Profit From Your Business (with Dan Cuprill)"My business is different." This is one of the biggest myths small busienss owners believe. The truth is that your business is similar to most other businesses in how it should operate. Listen to business owner Dan Cuprill as he unpacks how to get more profit from your business. Dan will show you why simply focusing on higher revenue numbers does not mean you are making more profit. You'll also hear how he runs his 7-figure business with only ONE employee. And Dan shares what he believes is the best marketing asset you can create regardless of the industry...
2022-02-1540 minThe Profitable Advisor PodcastThe Financial Advisor Hall of FameIt’s that time of the year when vendors are having their meetings and that means you need to understand what you’re walking into. The vendors want your business and they will do what it takes to keep you on board. Since they’re essentially in the commodity business, they have to come up with reasons to convince you otherwise. One of the ways they do this is to create a Financial Advisor Hall of Fame to provide you with perks and highlight the work you do. This can and should feel great, but it’s a tactic...
2022-02-0115 minThe Profitable Advisor PodcastDo You Need a Coach?With the new year beginning, we hope you are as excited about the future of your business and what you hope to accomplish. With 2022 arriving, we’re always looking for ways to improve ourselves and our bottom lines, and that’s why we choose today’s topic. Financial advisors are often wondering whether or not they should get a coach. Will it really help elevate your business? Can you see the impact? Let’s talk about that question and work through why it could be a tremendous business development investment. Coaches make an impact on many diffe...
2022-01-0116 minThe Profitable Advisor PodcastSleepy Joe - God’s Gift to Financial AdvisorsWe’re going to get a little political today but not in the way you would think. You might expect a show with criticism about judgment, but that’s not what this episode is about. The truth is the new administration in Washington D.C. has given financial advisors a lot of great opportunities to grow their business, and as a result, you should be ramping up your marketing efforts. Now, this isn’t a discussion about whether or not we agree with the current policies. It’s about leveraging the current environment to generate revenue...
2021-12-0120 minThe Profitable Advisor Podcast5 Things You Can Learn From Your Doctor That Will Make You A Better Financial AdvisorWhat can a financial advisor learn from their doctor? Well, the way we interact with our clients should resemble the way a doctor treats their patients. We are the professionals and we have to be able to communicate to our clients what is best for them, as a doctor would do for your health. On today's show, we will go over 5 things we can learn from our doctors that will make us better financial professionals. You need to understand why your prospective client is coming to you. During a doctor's visit, they would ask you "Where does it hurt?" Th...
2021-11-0118 minThe Profitable Advisor PodcastBecoming a Best-Selling Author with Michael DeLonYou’ve probably heard many times that authors have credibility. Even if the books aren’t well-written, just becoming published establishes them as an expert on their subject matter. It’s just a fact of life. And there’s never a better way to establish a relationship with a prospect than with your own book. As the guest on today’s show will explain, you don’t want to become a coffee bean on a table of coffee beans. You want to do something that separates and differentiates you from the competition. One of the best ways to achieve t...
2021-10-0130 minThe Profitable Advisor PodcastWhat They Won't Tell You At VEND-ERZzz MeetingsIt’s that time of the year when vendors hold their annual meetings, evaluate the upcoming year, and set new sales goals. The mission, as they’ll explain, is to ramp up sales and increase the revenue you’re bringing into the business. But does that actually benefit you? While these meetings might be great for catching up with old friends and learning about new trends, they aren’t the best use of time when it comes to increasing your profit. So today we’ll going to tell you about the process you should be...
2021-09-0114 minThe Profitable Advisor PodcastA New Direct Marketing StrategyFor the first time in a while, we won’t have a guest on the show but that’s because we want to share an update on what we’ve been doing. Specifically, we want to discuss the new direct marketing strategy we’ve been utilizing. You might have heard us discuss this before but we wanted to bring everyone up to speed because it’s an important part of being profitable. Before we can talk about the strategy, let’s first define what we mean by direct marketing. To us, it’s a process where you market your se...
2021-08-0115 minThe Profitable Advisor PodcastYou Think You’ve Had It Tough?Life throws us curve balls all the time. It’s part of the journey and we all have to figure out how to overcome the challenge and keep pushing forward. Having that added pressure of being a business owner makes it even tougher, but no matter how down you get, I want you to think about June Scharf. Our guest today might be familiar to some of the people we work with because she’s a talented writer and editor that assists advisors in our program, but her story will really change your perspective on life’s challe...
2021-07-1536 minThe Profitable Advisor PodcastBuilding a Business Through Podcasting and Simplicity with Benjamin BrandtIf you’ve listened to our show at all, you already know that podcasting is a very cost-effective strategy for nurturing your clients but today we want to tell you about a Certified Financial Planner that has built his business around a podcast. Our guest today is Benjamin Brandt, who started the Retirement Starts Today Radio six years ago and has grown an incredible following through simple approach to marketing and promotion. If you have a podcast or have been considering starting a show (which we recommend), then this is an interview you don’t want to miss...
2021-07-0143 minThe Profitable Advisor PodcastUsing Tax Strategy to Secure Clients Even If You Don't Know a 1040 from a 1099If you’re looking for a way to separate yourself from other advisors, tax planning just might be the answer. Most people are focused on tax preparation each year but providing tax planning as part of an overall approach to serving clients, you’ll be able to provide additional value to each person you work with. The holdup for people is not having a comprehensive understanding of tax code. But that’s where a CPA comes in. The role an advisor plays works in conjunction with a CPA and together they can really benefit a client. That...
2021-06-1536 minThe Profitable Advisor PodcastEffectively Nurture Using Webinars with Grace FortuneOne of the positives that came out of the COVID pandemic was the increased comfort most people now feel on virtual calls and online video conferences. While we’ll be able to transition away from doing as many of these as advisors, it’s still a valuable tool that we now have at our disposal. The Renegade Advisor program now offers up a webinar service for clients that helps you with content, design, and marketing. We’re excited about this collaboration we’re doing with Grace Fortune and want to share the ways you’ll be able to use thi...
2021-06-0439 minThe Profitable Advisor PodcastAn Accounting + Financial Services Business Model with Trent Benedetti, CPA, CFP, IARToday we’re excited to bring on a good friend and a successful business owner who’s managed to merge different practices into one operation. Trent Benedetti, CPA, CFP, IAR, owner of Benedetti Financial is our guest on this episode of the Profitable Advisor and he’s a perfect example of how to provide multiple services for clients. He started with nothing and very quickly was able to wed tax planning and accounting with financial services and managing assets. It’s a model that every accountant should consider adopting and we’ll get into how he’s been able to...
2021-05-0150 minThe Profitable Advisor PodcastMastering the Dark Arts with Marketing Strategist Kia ArianIf you want a master class on marketing strategy, this might be the closest you’ll get in a single podcast episode. Today we’re talking with Kia Arian, who we’ve worked with for a few years. She’s a strategist and graphic designer to many of the biggest marketing names out there. She’s also helped with Dan’s upcoming book, Advisor VooDoo: Mastering the Dark Arts of Asset Management. If you want a step-by-step strategy for marketing, this show will cover just about every aspect of the process in detail. By the time you get...
2021-04-151h 00The Profitable Advisor PodcastSimplifying the Planning Process with Paul DursoIt’s time to introduce you to Paul Durso. He’s one of the original members of the Renegade Advisors program and has enjoyed a lot of success after stepping out on his own. To understand Durso’s process, you have to know his background. He left a successful practice in Michigan because the partnership wasn’t working like he hoped and moved to North Carolina to begin his own business. There, he’s grown to oversee many advisors and developed his own planning software that has helped fuel that growth. Today we welcome Durso to the sho...
2021-04-0137 minThe Profitable Advisor Podcast3 Things Holding You Back from SuccessWhen you think about the reasons you haven’t been as successful as you want to be, how often do you look to someone or something else to blame? It’s our natural inclination but what we’ve learned from mindset expert Nina Cooke is that we need to be examining ourselves. On this episode of the podcast, we have a follow up conversation with Nina Cooke. She joined us a few episodes back to explain how she helps people develop the right mindset for success. Now we want to identify the reasons why people and businesses aren’t...
2021-03-1508 min
Becoming Referable PodcastDan Cuprill on List Building that Drives ReferralsDan is a Certified Financial Planner™ and President of Matson & Cuprill, a wealth coaching firm located in Cincinnati, Ohio. Rather than trying to ask for referrals he focuses on enlisting clients in building his mailing lists to organically attract the right clients. Dan systematized his client service approach and believes those systems form a [...]
The post Dan Cuprill on List Building that Drives Referrals appeared first on Becoming Referable.
2021-03-1135 minThe Profitable Advisor PodcastMaximizing Revenue Per ClientEvery advisor wants to find ways to increase AUM and the best way to do that is by maximizing the clients you’re already working with. Few businesses do that better than the Duffy Law Office in Davenport, Iowa. Along with estate planning, attorneys Dennis Duffy and Ryan Denman also provide a variety of financial planning services for their clients as part of Abundance Financial. It was a logical expansion of the business and one they continue to fine tune over time. On this episode of the Profitable Advisor, we’re going to get into a ve...
2021-03-011h 01
Entrepreneur's Inner Game PodcastDan Cuprill: The missing key to massive successDan Cuprill is a Certified Financial Planner™ and president of Matson & Cuprill, a wealth coaching firm located in Cincinnati, Ohio. His firm specializes in helping people prepare for financial independence by employing a holistic planning system called Retirement Rescue. He is the author of several books including Retirement Rescue and Defuse: 7 Steps to Saving Your 401k from the Ticking Tax Time Bomb. He is also the host of the podcast, Solving the Financial Puzzle. Dan & his wife, Beth, split their time between Cincinnati, OH and Franklin (Nashville), TN and maintain offices in both cities. Listen in on th...
2021-02-1536 minThe Profitable Advisor PodcastLeaving a National Brokerage to Go IndependentMaking the decision to leave a brokerage and start working on your own comes with a lot of risk but provides an opportunity to work for yourself. It’s something many people think about but need the encouragement to take that leap. On this episode, we’ll continue our conversations with other financial advisors as we try to learn more about aspirations, frustrations, and strategies with their business. Phil Telpner of Breakout Private Wealth is our guest today and he’s someone Dan’s been working with for six months now. We wanted to bring him on t...
2021-02-0149 minThe Profitable Advisor PodcastThe New Rules of Marketing with Mary Rose MaguireA marketing expert that we’ve grown to know and appreciate is Mary Rose Maguire. She’s the mind behind The Maverick Advisor and helps financial advisors and consultants reach better clients and strengthen their business. She also wrote a great book called THE MAVERICK ADVISOR: The New Rules of Marketing for Financial Advisors and Consultants - Get Great Clients, More Respect, and the Fees You Deserve, which we recommend you pick up after listening to the show. So we asked her to join the podcast to discuss these new rules of marketing and share a li...
2021-01-1553 minThe Profitable Advisor PodcastTargeting Divorcees & Finding Success During COVID with Brie ReyesAs we move into 2021, we’ll look to feature more advisors on the show in order to provide a first-hand account of the business and strategies that are working across the country. Let’s kick off the year with someone we’ve known for many years, Brie Reyes. Her and her father, Tim Estes, run Estes Financial in Fort Worth, Texas, but she also founded Smart Financial Divorce in 2019 when she saw a need. She’s a great guest for a number of reasons, but today we’ll focus on a few key areas. The first area...
2021-01-0156 min
Suburban FolkFINANCE - Choosing a Financial Advisor and How to be an Advisor with Dan CuprillMy guest is Dan Cuprill, CFP. He is a Certified Financial Planner, author, and podcaster. We talk about what to look for when choosing a financial advisor as well as whether or not a person actually needs an advisor. For those that are already advisors or thinking about becoming one, Dan talks about some of the pitfalls that can harm an advisor business - taking on the wrong clients, focusing on product pushing, and ignoring the needs of your clients. We finish up by talking about alternative investments to stocks and bonds as well as what may occur in the...
2020-12-0857 minThe Profitable Advisor PodcastDeveloping the Right Mindset for Success with Nina CookeThis show helps advisors find a path to profitability and shares strategies to build your business. But no matter how many ideas and action plans get laid in front of you, it all comes down to whether you have the mindset to chase your dreams and believe in your own success. Most people, not just advisors, lack this ‘Millionaire Mindset’ that our guest Nina Cooke talks about. She is a business growth coach that helps entrepreneurs develop a mindset to reach success, and we wanted her to help us get a better understanding of how to ac...
2020-12-0236 min
Ditching HourlyDan Cuprill - Systems Create ProfitFinancial planner and business coach, Dan Cuprill joined me On Ditching Hourly to talk about how service providers can increase profits by creating systems and experimenting with new pricing models."Systems create profit. Profit gives us the freedom we want." - Dan Cuprill, Founder, Advisor ArchitectAbout Dan CuprillDan Cuprill is a Certified Financial Planner, blogger, and the host of two podcasts: Solving the Financial Puzzle & The Profitable Advisor. A graduate of the University of Iowa, he earned his MBA from Northwestern University. Related LinksDan's AgencyDan's P...
2020-11-0343 min
The Business Credit and Financing ShowExposing Lies and Exploding Myths about being Financial AdvisorsDan Cuprill is the author of several books, most notably Advisor Architect: Building the Practice You've Always Wanted and Renegade Advisor: Surviving in the Age of Amazon. His firm, Advisor Architect, teaches advisors the power of systems to transition from what he calls a "crappy sales job" to becoming a real entrepreneur and owning a major profit center. A financial advisor himself, Dan's fee-based firm Money & Clarity manages close to $200 million in assets for clients in 20 states. All the while, he resides some 300 miles away from his office. He is also the host of Profitable Advisor Podcast.
2020-11-0334 minThe Profitable Advisor PodcastServe Don’t Sell with Liston WitherillSometimes the best way to improve your business as a financial advisor is to speak with people outside of that arena. While there are plenty of nuances to your business, you’ll find there are many common themes between successful business regardless of what type of product they’re selling. That’s why we’re turning to Liston Witherill on this episode of the Profitable Advisor podcast. He’s the creator of Serve Don’t Sell, which is an online sales training and coaching platform aimed to assist professional and business development. He does that by taking the focus aw...
2020-11-0135 min
Consulting Success PodcastMillion-Dollar Financial Strategies For Consultants With Dan Cuprill: Podcast #157
Leaving your corporate job to start your own business can be quite risky. Yet, Dan Cuprill did it and succeeded at that! From being in corporate America to running his own financial and personal finance firm, Dan has the experience and insights that will guide you to grow your businesses, even after you traded your 9 to 5 job for it. In this episode, he sits down with host, Michael Zipursky, to talk about his journey, the lessons he learned along the way, and the million-dollar financial strategies for consultants. He discusses how he set up his own financial advisory business...
2020-10-0546 minThe Profitable Advisor PodcastThe Consultant’s Secrets with Michael ZipurskyThe role of a financial advisor is as much about consulting clients as it is being a salesperson and pushing certain products. You build relationships with clients and garner that trust so that they will follow your guidance on how to manage their portfolios. While you might not always consider yourself a consultant in the literal sense, it’s important to understand what makes consultants successful so that you can apply the same strategies and processes in order to create the business you want to have. That’s why we asked Michael Zipursky to join us o...
2020-10-0141 min
Mission Matters Money with Adam TorresIncreasing Profitability for Financial Advisors with Dan CuprillMany financial advisors are not optimizing their results by creating efficient systems that can increase profitability. In this episode, Adam Torres and Dan Cuprill, The Creator of Advisor Architect and Host of The Profitable Advisor Podcast, explore how advisors can increase profitability through systems.Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/More FREE content from...
2020-09-1812 min
The NetworkInterview: Dan Cuprill, Advisor Architect | Startup Diary 424Support the show and join The Network today. We've built an active community of business owners and professionals that really care about helping each other along their journey. Also access bonus activities like:
- The Weekly Live Stream
- Monthly Book Club
- Member Panel Discussions
A subscription to the network costs just £5 per month. We want to thank you for supporting the show and the community. Learn more over at nbs.fm/network
Today we have an interview with Adam Callow and Dan Cuprill.
Dan Cuprill is the a...
2020-09-1741 minThe Network600 Seconds With Dan Cuprill, Advisor Architect | Startup Diary 423Support the show and join The Network today. We've built an active community of business owners and professionals that really care about helping each other along their journey. Also access bonus activities like:
- The Weekly Live Stream
- Monthly Book Club
- Member Panel Discussions
A subscription to the network costs just £5 per month. We want to thank you for supporting the show and the community. Learn more over at nbs.fm/network
Today we have Dan Cuprill in the hot seat for 600 seconds of rapid fire questions. You’ll...
2020-09-1612 minThe Profitable Advisor PodcastThe Truth Behind Social Media AdvertisingMost businesses have turned to some form of social media marketing to promote their brand and increase their bottom line, but how effective is this method? On this episode of the Profitable Advisor, Dan welcomes Brian Hahn to the show to give you the turn on social media advertising. Hahn is the owner of Go Social Experts, which helps companies build a successful digital marketing strategy. More and more advisors are turning to social media to help attract new clients and drive people to their website. As we’ve talked about quite a bit on th...
2020-09-0146 min
REFERRALS PODCASTRetire Already! with Michael J Maher and Dan CuprillEpisode: 142 Title: Retire Already! Host: Michael J. Maher Guest: Dan Cuprill Description: What do you need to do TODAY to ensure your retirement as a small business owner? Our guest today, Dan Cuprill, has several action items that you need to take right away! Dan is a Certified Financial Planner and wealth advisor and this is a conversation that you need to hear! He also shares with us: • Why YOU need to have 4 bank accounts and what goes in each one • Why legal structure of your business or lack...
2020-08-2543 minREFERRALS PODCASTRetire Already! with Michael J Maher and Dan CuprillEpisode: 142 Title: Retire Already! Host: Michael J. Maher Guest: Dan Cuprill Description: What do you need to do TODAY to ensure your retirement as a small business owner? Our guest today, Dan Cuprill, has several action items that you need to take right away! Dan is a Certified Financial Planner and wealth advisor and this is a conversation that you need to hear! He also shares with us: • Why YOU need to have 4 bank accounts and what goes in each one • Why legal structure of your business or lack...
2020-08-2543 minThe Profitable Advisor PodcastThe Power of an Advisory BoardEvery business wants to increase referrals but what methods are the most effective? On this episode of the Profitable Advisor, we want to tell you about advisory boards and why you should consider adding one to your practice. Full disclosure, this isn’t something we currently have in place but we are hoping to change that. We’ve asked Steve Wershing to come on the show to explain the methods and processes behind his Client Driven Practice. Wershing is a Certified Financial Planner that’s spent years helping advisors develop effective referral systems like this client...
2020-08-1543 min
Just The Tips, with James P. Friel and Dean HollandMillion Dollar Business Systems with Dan CuprillGrowing your business without efficient systems in place is a disaster waiting to happen, because you can generate a lot of revenue and still end up broke. Having the right systems in place, on the other hand, gets you a fat bottom line, while also freeing up your time to focus on the best use of your time, in both your business and your own life. Plus you get to spend less time on the things that stress you out. Sounds great, right? But what is a "business system?" Which business s...
2020-08-0656 minThe Profitable Advisor PodcastHow to Disnify Your PracticeEvery business is searching for ways to separate itself from the competition and customer experience might just be the key. What if you took the incredible service techniques that makes Disney one of the greatest experiences in the world and apply it to your practice? Vance Morris used to work at Walt Disney World and now brings the lessons and strategies he learned to businesses across the country and helps add magic to the customer experience. We asked him to join the show and share some of the strategies he talks about in classes, books, and speaking...
2020-08-0156 minThe Profitable Advisor PodcastThe Advisor Who Owns His Market with Reese HarperOver the past few episodes, we’ve spent a lot of time on target marketing because we feel it’s such an important piece to building a profitable business. Today we’re taking the conversation a step further and introducing you to an advisor that’s built a national business focused strictly one on profession: dentists. It might seem like an extremely specific niche but it works very well, and there’s a lot we can learn. Meet Reese Harper, Founder and CEO of Dentist Advisors. He designed a powerful service platform called Elements which is used by...
2020-07-1542 minThe Profitable Advisor PodcastThe Ultimate Lead Nurture SystemSuccessful marketing results in a lot of leads but what good are they if you don’t follow up? That’s a place where advisors often fall short due to lack of time or lack of expertise. What if you could find a system that costs a fraction of what hiring a marketing person would run you while automating much of the process? That’s what we want to talk about today on the podcast. We’ve brought on Dan’s digital Swiss Army knife Steve Sharp to talk about the ultimate lead nurture system for financ...
2020-07-0235 minThe Profitable Advisor PodcastThe Lost Art of Target & Niche Marketing with Natalie SchmookWe’ve been talking a lot about target marketing in recent weeks so we wanted to continue down that path and speak with someone that’s been highly successful using this strategy. Natalie Schmook, MBA, CFP®, CVA®, is the founder and owner of Hayes Wealth Advisors, and one visit to her website will make it clear that she works primarily with optometrists. It’s a very niche area of focus, especially when you consider that fewer than a third of all optometrists own their own practice, but she’s built a very successful business with this specialization. We a...
2020-06-0252 min
Modern Financial AdvisorEpisode 37 - How to Become Your Own Wealthiest Client with Dan Cuprill of Advisor ArchitectDan Cuprill of Advisor Architect and host of The Profitable Advisor Podcast joins Mike Langford for an exploration of how financial advisors can become their own wealthiest clients by focusing on improving the profitability of their business.
2020-06-011h 01The Profitable Advisor PodcastA New Marketing Idea to Increase ProfitabilityMany businesses across this country are dealing with varying degrees of profit loss over the first and second quarter, which is to no fault of their own in most cases. That’s true for many advisors and it’s important that the second half of 2020 brings much better results. So we want to discuss how to make that happen on this episode of the Profitable Advisor podcast. We’re going to tackle this topic from multiple angles. First up, it’s important to reiterate the goal of profitability. For Dan, it’s always been to hit a ration of...
2020-05-1930 minThe Profitable Advisor PodcastCorona is Not Just a BeerThe coronavirus outbreak has hit the financial world pretty hard and now is a crucial time for advisors as we help clients from making critical mistakes with their portfolio. It’s also a significant time for your business and operation as we move away from in-person communication and towards webinars. This episode is meant to serve a couple different purposes for our advisors. First, we need to all understand that we’ll get through this. It might be a time of high anxiety and worry, but we want you to know that we’ve been through this before...
2020-03-2644 minThe Profitable Advisor PodcastLessons of a Spend-Happy AdvisorRecently someone sent us a link to another podcast for financial advisors that caught our attention. The show was about accelerated growth and featured an advisor who has taken an aggressive approach to spending in order to build the business in a short amount of time. Everything sounded great on the surface. This firm has grown to $200 million of AUM in five years by spending as much as $30,000 month in marketing. The revenue seemed to point towards a great return on the spending, but after listening a few times, we wanted to really dive into the business...
2020-02-2138 minThe Profitable Advisor PodcastGetting Deep With ClientsHow do you go beyond the common marketing tactics to really get deep and connect with clients? Sara Grillo is a financial advisor turned marketing consultant and has a solid philosophy on accomplishing this goal. She’s a special guest on the show to share her strategies and explain the program she offers advisors. About the Guest: Sara Grillo is a financial advisor turned marketing consultant and you can read all about her here. About the Show: Over the past few months, people have been sending Dan articles...
2020-02-1343 minThe Profitable Advisor PodcastAn Exciting New System for Direct Mail NurtureDan doesn’t bring on guests unless he truly values the information they provide, and that’s why he tracked down Gabe Lewit to learn more about his CRM system. Find out why this direct mail nurturing can be done more effectively, efficiently, and affordably using a new system created by Vision Financial Marketing, and find out how Gabe deploys a six-spoke marketing wheel. About This Episode: We’ve talked quite a bit about the importance of lead-nurturing on this podcast and we want to take that to another level on this episode. D...
2020-01-0655 minThe Profitable Advisor PodcastHave a Plan for 2020The start of a new year means an opportunity to assess your business and set fresh goals to strive for. Today we’re going to help you do that by looking at it from two different perspectives. The first will be profitability because that’s ultimately how your business will survive and flourish. The second is marketing, which helps drive the first goal. We’ll explore this entire idea of 2020 goals on this episode of the Profitable Advisor podcast so come along as we aim high for the new year. Setting the Sta...
2019-12-1040 min