Why Dan Cuprill started Advisor Architect
In 2009, a financial advisor called Dan to request a meeting. To this day, Dan calls him "The Visitor." On the surface, the visitor was a very successful advisor. He had a large client base and generated a great deal of revenue. But by his own admission, his business was a mess:
Meet Dan Cuprill
Dan Cuprill is a Certified Financial Planner (TM) and president of Money & Clarity, a fee based financial advisory firm in Cincinnati, Ohio. In addition, Dan is the founder of Advisor Architect, a systems implementation firm dedicated to helping financial advisors and attorneys maximize their profitability and personal freedom through the implementation of 10 distinct systems. Dan is 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 live 300 miles away in Franklin, TN.
Meet Wes Cuprill
Wes, a.k.a. the Clone (with hair), is the sales, marketing, and systems maestro at Advisor Architect. A graduate of Indiana University, Wes started his career in supply chain management where he developed expertise in business systems and processes. He's brought that same expertise with him to Advisor Architect, helping financial advisors and attorneys run efficient, profitable practices.