The Profitable Advisor Podcast
Dan Cuprill, CFPEach 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
- No. of episodes: 70
- Latest episode: 2024-11-06
- Business Entrepreneurship Marketing