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.Read more »
Most Recent Episode
Episode #55: College Planning. A Gateway To New Clients.
Dan has been meeting with a lot of financial advisors lately and learning about different strategies they use to grow and market their practices. There's one particular strategy raising his eyebrows at the moment. College planning. Dan sees how this strategy can be beneficial to a holistic practice, but only if executed the right way. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/episode-55-college-planning/Read more »