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The Profitable Advisor Podcast

59 EpisodesProduced by Dan CuprillWebsite

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

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Why You Should Be Marketing to Women

December 1st, 2023


Women 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, …

What Happens When Cash Is Paying 5%?

November 10th, 2023


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 …

How to Best Serve the Women’s Market with Arwen Becker

October 4th, 2023


As technology continues to improve and the next generations get more comfortable with doing their own planning, the financial advisor profession …

How To Get Referrals Without Even Asking For Them with Stacey Brown Randall

September 19th, 2023


In 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. …

3 Mistakes That Financial Advisors Make

August 1st, 2023


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 …

The Secrets to Publishing Your Own Book with Mike Capuzzi

July 1st, 2023


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 …

Sex & Tech: How One Advisor Is Mastering The Art Of Niche Marketing

June 1st, 2023


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 …

The Science of Changing Habits

May 1st, 2023


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 …

The 3 Biggest Questions You Should Ask a Prospect

April 1st, 2023


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 …

How to Become the Go-To Advisor for Your Niche

March 1st, 2023


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 …

Inflation: A Financial Advisor’s Best Friend

February 1st, 2023


Have you ever heard the political phrase, “Never let a good crisis go to waste?” That’s probably been attributed to a few different politicians …

5 Ways to Elevate Your Business in 2023

January 1st, 2023


As 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 …

Keys to Sales Success with Dan Solin

December 1st, 2022


As 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 …

5 Ways to Guarantee You Hit Your Profit Goals in 2023

November 1st, 2022


It’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 …

When Is It Time to Fire a Client?

October 1st, 2022


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.

Why Don't You Have Enough Assets Under Management?

September 1st, 2022


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 …

Save the Free Food for Those Who Actually Need It

August 1st, 2022


Wanted 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 …

What To Do When The Client Won't Let You Manage Their Money?

July 1st, 2022


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 …

What to Tell Clients When the Market Tanks

June 1st, 2022


Nearly every investor has some amount of exsposure to the stock market, and that likely means clients have questions when things start to …

The Easiest Way to Write a Book

May 1st, 2022


One 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 …

Managing All of Your Client’s Money

April 1st, 2022


The 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 …

The Pilot Advisor’s Business Taking Off

March 1st, 2022


Today 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 …

The Financial Advisor Hall of Fame

February 1st, 2022


It’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 …

Do You Need a Coach?

January 1st, 2022


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 …

Sleepy Joe - God’s Gift to Financial Advisors

December 1st, 2021


We’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 …

5 Things You Can Learn From Your Doctor That Will Make You A Better Financial Advisor

November 1st, 2021

What can a financial advisor learn from their doctor? Well, the way we interact with our clients should resemble the way a doctor treats their …

Becoming a Best-Selling Author with Michael DeLon

October 1st, 2021


You’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 …

What They Won't Tell You At VEND-ERZzz Meetings

September 1st, 2021


It’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 …

A New Direct Marketing Strategy

August 1st, 2021


For 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 …

You Think You’ve Had It Tough?

July 15th, 2021


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 …

Building a Business Through Podcasting and Simplicity with Benjamin Brandt

July 1st, 2021


If 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 …

Using Tax Strategy to Secure Clients Even If You Don't Know a 1040 from a 1099

June 15th, 2021


If 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 …

Effectively Nurture Using Webinars with Grace Fortune

June 4th, 2021


One 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 …

An Accounting + Financial Services Business Model with Trent Benedetti, CPA, CFP, IAR

May 1st, 2021


Today 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 …

Mastering the Dark Arts with Marketing Strategist Kia Arian

April 15th, 2021


If 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 …

Simplifying the Planning Process with Paul Durso

April 1st, 2021


It’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 …

3 Things Holding You Back from Success

March 15th, 2021


When 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 …

Maximizing Revenue Per Client

March 1st, 2021


Every 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 …

Leaving a National Brokerage to Go Independent

February 1st, 2021


Making 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 …

The New Rules of Marketing with Mary Rose Maguire

January 15th, 2021


A 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 …

Targeting Divorcees & Finding Success During COVID with Brie Reyes

January 1st, 2021


As 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 …

Developing the Right Mindset for Success with Nina Cooke

December 2nd, 2020


This 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 …

Serve Don’t Sell with Liston Witherill

November 1st, 2020


Sometimes 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 …

The Consultant’s Secrets with Michael Zipursky

October 1st, 2020


The role of a financial advisor is as much about consulting clients as it is being a salesperson and pushing certain products. You build …

The Truth Behind Social Media Advertising

September 1st, 2020


Most 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 …

The Power of an Advisory Board

August 15th, 2020


Every business wants to increase referrals but what methods are the most effective?

On this episode of the Profitable Advisor, we want to tell you …

How to Disnify Your Practice

August 1st, 2020


Every 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 …

The Advisor Who Owns His Market with Reese Harper

July 15th, 2020


Over 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 …

The Ultimate Lead Nurture System

July 2nd, 2020


Successful 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 …

The Lost Art of Target & Niche Marketing with Natalie Schmook

June 2nd, 2020


We’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 …

A New Marketing Idea to Increase Profitability

May 19th, 2020


Many 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 …

Corona is Not Just a Beer

March 26th, 2020


The coronavirus outbreak has hit the financial world pretty hard and now is a crucial time for advisors as we help clients from making critical …

Lessons of a Spend-Happy Advisor

February 21st, 2020


Recently 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 …

Getting Deep With Clients

February 13th, 2020


How do you go beyond the common marketing tactics to really get deep and connect with clients? Sara Grillo is a financial advisor turned marketing …

An Exciting New System for Direct Mail Nurture

January 6th, 2020


Dan 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 …

Have a Plan for 2020

December 10th, 2019


The 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 …

The Power of Lead Nurture

November 7th, 2019


Building a marketing plan to increase business takes a lot of work and planning, but one of the key elements to every strategy needs to be nurture. That’s the focus of today’s Profitable Advisor podcast as we explore …

What’s the Optimal Number of Clients for an Advisor?

October 24th, 2019


We all aim to build a business that runs efficiently enough that we’re able to enjoy significant time for ourselves while also generating strong profits. The key to getting there is figuring out how many clients you …

Celebrating the Life and Lessons of Dan Kennedy

September 3rd, 2019


In recent weeks, Dan Kennedy’s health has taken a downturn and he has even recognized that his final days might be ahead. As tributes pour in for this incredible businessman, advisor, and mentor, we wanted to celebrate …

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