The Profitable Advisor Podcast
Every month, million dollar fee-based financial advisor Dan Cuprill shares ideas and strategies on how build profit-driven planning practices. For more information, visit www.ProfitableAdvisor.com.
Featured episodes
What 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 …
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