
Dan Cuprill
Showing Financial Advisors How to Massively Increase Profits without Spending a Dollar More on Marketing.
This is a story about being a systematic and profitable financial advisor. We are the world’s first Renegade Advisor Program™.
Dan has a $1.5M ARR and $200M under management. His audience is greater than 1,500 and he is happy to share this episode with his fans!
- Millionaire Maker
- Podcast Pro
- Finance
- 📍 Cincinnati, OH
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Brady is the Managing Director of the NextAfter Institute where he performs original research, develops evidence-based resources, and provides data-driven training to help organizations raise more money online to fund their life-changing work.
A charity nerd, adjunct professor, and international speaker, his thoughts have been featured in The Huffington Post, NPR, and The Chronicle of Philanthropy among others. He was the lead researcher and author of The Canadian Online Fundraising Scorecard, The State of Nonprofit Donation Pages, and The State of Nonprofit Email Cultivation. Brady is also a host of The Generosity Freakshow — a podcast discussing how we can improve, optimize, and grow giving.
He lives just outside Vancouver, British Columbia, with his wife, Liz, son, Hendrix, dog, Melly, and cat, Thor. You can connect with him on LinkedIn here and follow him on Twitter, @bradyjosephson.

BOOK NOW FOR your podcast
Dan Cuprill
Showing Financial Advisors How to Massively Increase Profits without Spending a Dollar More on Marketing.
- Millionaire Maker
- Podcast Pro
- Finance
- 📍 Cincinnati, OH
This is a story about being a systematic and profitable financial advisor. We are the world’s first Renegade Advisor Program™.
Dan has a $1.5M ARR and $200M under management. His audience is greater than 1,500 and he is happy to share this episode with his fans!
read more
Dan Cuprill is the author of several books, most notably Advisor Architect: Building the Practice You've Always Wanted and Renegade Advisor: Surviving in the Age of Amazon. His firm, Advisor Architect, teaches advisors the power of systems to transition from what he calls a "crappy sales job" to becoming a real entrepreneur and owning a major profit center.
A financial advisor himself, Dan's fee-based firm Money & Clarity manages close to $200 million in assets for clients in 20 states. All the while, he resides some 300 miles away from his office.
He is also the host of Profitable Advisor Podcast
BOOK NOW FOR your podcast
Dan Cuprill
Showing Financial Advisors How to Massively Increase Profits without Spending a Dollar More on Marketing.
- 📍 Cincinnati, OH
- Millionaire Maker
- Podcast Pro
- Finance
This is a story about being a systematic and profitable financial advisor. We are the world’s first Renegade Advisor Program™.
Dan has a $1.5M ARR and $200M under management. His audience is greater than 1,500 and he is happy to share this episode with his fans!
read more
Dan Cuprill is the author of several books, most notably Advisor Architect: Building the Practice You've Always Wanted and Renegade Advisor: Surviving in the Age of Amazon.
His firm, Advisor Architect, teaches advisors the power of systems to transition from what he calls a "crappy sales job" to becoming a real entrepreneur and owning a major profit center. A financial advisor himself, Dan's fee-based firm Money & Clarity manages close to $200 million in assets for clients in 20 states. All the while, he resides some 300 miles away from his office.
He is also the host of Profitable Advisor Podcast.
Best selling author
People of your father’s generation worked for one, maybe two, companies their entire life. When they retired, they received a pension and social security. In other words, they had guaranteed income for life. With a life expectancy ten of age 70, storms like inflation, stock market volatility, and taxes rarely affected them. But this is not your father’s retirement. Chances are you don’t have a pension. You have a 401k, an IRA, a 403b…an alphabet soup that puts the risk of investing on you. And not only must you weather the volatility of stock and bond markets, you must also protect yourself against the taxes that await your nest egg, the soaring cost of custodial health care, and the uncertainty of Social Security. Dan Cuprill, the host of Solving the Financial Puzzle, and Marvin Mitchell offer seven insightful lessons to help you rescue your retirement from the forces that await it.
Seven Lessons to Save Your Retirement
People of your father’s generation worked for one, maybe two, companies their entire life. When they retired, they received a pension and social security. In other words, they had guaranteed income for life. With a life expectancy ten of age 70, storms like inflation, stock market volatility, and taxes rarely affected them. But this is not your father’s retirement. Chances are you don’t have a pension. You have a 401k, an IRA, a 403b…an alphabet soup that puts the risk of investing on you. And not only must you weather the volatility of stock and bond markets, you must also protect yourself against the taxes that await your nest egg, the soaring cost of custodial health care, and the uncertainty of Social Security. Dan Cuprill, the host of Solving the Financial Puzzle, and Nikki Earley offer seven insightful lessons to help you rescue your retirement from the forces that await it.
Podcast host
Timeline
Jan 2015 - current
🚀 Founder – Advisor Architect
Enlightening Financial Advisors to the “Revenue Myth” of thinking that more revenue means success.
This is a common thought error that is influenced by advice from FMOs, Broker-Dealers, Turn-Key Asset Managers, etc. Commonly these vendors are valuable to running your business, however, if you want to have fewer hours in the office, more free time, and more money, you can learn to become a system-based practice.
Profit goals, not revenue goals are the keys to a successful business.
Jan 2002 - current
Owner – Certified Financial Planner & Wealth Coach
Dan Cuprill is Owner of Matson & Cuprill, LLC, a wealth coaching and advisory firm located in Cincinnati, Ohio. With over 200 clients and $175,000,000 under management, they guide professionals and retirees toward achieving and maintaining life long financial independence. Unique in that they are one of the very few local firms that teach Free Market Investment Strategy, Matson & Cuprill, LLC utilize an approach based on sixty years of Nobel Prize winning research. It is comprised of three elements: 1. The belief that free markets work 2. Modern Portfolio Theory 3. The Three Factor Method
Ask me
What is a real entrepreneur? |
What do you see as the future for the financial services industry? |
What should financial advisors be doing right now in the age of Covid-19? |
What is the ideal way to staff a financial advisory business? |
What is the difference between being revenue focussed vs. profit focussed? In the end, aren't they one in the same? |