Dan Cuprill's Profitable Advisor Newsletter
My monthly subscription newsletter, The Profitable Advisor Letter, will provide you with insight and strategy you won’t get anywhere else.
It’s written by an advisor (moi) for an advisor (you).
Every month I go deep in giving you in immediately applicable strategies for achieving your goals. Strategies I use myself. Strategies that work.
Topics include tracking results, cash flow management, marketing, selling, automation client retention, staffing, client service, investment strategy, planning strategy.
I interview leading players within and outside our industry (I’ll let you in a little secret: the smartest people in business are not financial advisors. And we can learn from them).
I also give my subscribers access to ask me questions they have about their practice.
“I cannot overstate how significantly Dan Cuprill’s insight’s have impacted my business which of course has had an immediate and direct impact on the quality of my life. For the first time in my professional career as a financial advisor, I feel in control of both my present and future.”
--Dan Betzel, Columbus, Ohio
“Dan Cuprill uses a “no holds barred” approach when helping financial advisors. He tells it like it is offering real ideas and the tools to implement them because he walks in our shoes every day.”
--Wade Chessman, Dallas, TX
“Getting advice from Dan is one of the best things I’ve ever done. His ideas and strategies transformed my practice in less than one year. He shows serious advisors how to grow a successful, sustainable, and valuable practice, working with clients who are best for you, and being efficient in everything you do from back office to marketing.”
--John Iammarino, San Diego, CA