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
read more
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
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
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.
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? |
