Episode 19: Creating the Right Systems for Your Practice
from The Advisor Lab by CION Hosted by CION Investments
In this episode, we sit Dan Cuprill president of Matson & Cuprill, a wealth coaching firm located in Cincinnati, Ohio and founder of the Advisor Architect, a systematic based program that helps advisors scale their practice. We had fun on this one – Dan has so much experience and such an interesting point of view on how you can scale your practice through systems. We dive into his approach, what he thinks is wrong with marketing today, and how you can fix it. This is our conversation with Dan Cuprill. Want to learn how to market your practice more effectively? Visit: www.thesevengroup.com
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