The Profitable Advisor Podcast
BookmarkDan Cuprill, CFP
The Profitable Advisor Podcast is a business podcast hosted by Dan Cuprill, CFP. It has 78 episodes, with the latest published July 2025.
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
business ·en ·78 episodes
How To Use AI For A More Profitable Practice
Don't Die This Way
The Only Question You Should Ask A Prospect
Tariffs Tariffs Tariffs
Confessions Of A Jackass: How To Use Google Reviews To Grow Your Business
Two Words You Should Never Use With a Client
How To Do 8 Days of Work In 3 Days or Less
What Are We Going To Do About Crypto?
Raise Your Fees in 2025
The Three Basic Principles Of A Successful Financial Planning Business
How to Fix the Demons That Hold You Back
Happiness is a Choice
The Benevolent Dictator
Lessons from Dog Walking
How to Buy and Sell a Financial Advisory Practice
What Do You Do When You're Ready to Leave
Is Fear Holding You Back?
Why I Hate Riskalyze
Beyond the Resolutions
Why You Should Be Marketing to Women
What Happens When Cash Is Paying 5%?
How to Best Serve the Women's Market with Arwen Becker
How To Get Referrals Without Even Asking For Them with Stacey Brown Randall
3 Mistakes That Financial Advisors Make
The Secrets to Publishing Your Own Book with Mike Capuzzi
Sex & Tech: How One Advisor Is Mastering The Art Of Niche Marketing
The Science of Changing Habits
The 3 Biggest Questions You Should Ask a Prospect
How to Become the Go-To Advisor for Your Niche
Inflation: A Financial Advisor's Best Friend
5 Ways to Elevate Your Business in 2023
Keys to Sales Success with Dan Solin
5 Ways to Guarantee You Hit Your Profit Goals in 2023
When Is It Time to Fire a Client?
Why Don't You Have Enough Assets Under Management?
Save the Free Food for Those Who Actually Need It
What To Do When The Client Won't Let You Manage Their Money?
What to Tell Clients When the Market Tanks
The Easiest Way to Write a Book
Managing All of Your Client's Money
The Pilot Advisor's Business Taking Off
The Financial Advisor Hall of Fame
Do You Need a Coach?
Sleepy Joe - God's Gift to Financial Advisors
5 Things You Can Learn From Your Doctor That Will Make You A Better Financial Advisor
Becoming a Best-Selling Author with Michael DeLon
What They Won't Tell You At VEND-ERZzz Meetings
A New Direct Marketing Strategy
You Think You've Had It Tough?
Building a Business Through Podcasting and Simplicity with Benjamin Brandt
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