The Profitable Advisor Podcast
About This Show
Every week million dollar fee based financial advisor Dan Cuprill shares ideas and strategies on how build and profit driven planning practice. For more information, visit www.ProfitableAdvisor.com.
Most Recent Episode
Podcast 040: Co-Designing A Plan
6 days ago
After you've qualified a prospect and agreed to a second meeting, then what? So much time is spent on getting prospects and executing the first visit properly, but what about the follow-up meeting? Dan will dive into how that second appointment should play out.