Author: Dan Cuprill

Episode #44: How To Follow-Up – Part 3: Webinars

What happens when someone expresses an interest in what you do, but they’re not quite ready to proceed? Here’s a suggestion… Use a webinar. On this podcast, Dan breaks down the ways he’s experimented with webinars and how they can fit into a great system of follow-up with clients and prospects. You’ll hear how to use webinars as an automated way to grow your audience, as well as why this strategy is one that financial advisors should definitely consider. Listen in to learn the steps for setting up and organizing a webinar, tips for creating an engaging presentation, and...

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Episode #43: How to Follow-Up – Part 2: Podcasts

Podcasting isn’t just an extra, it is a necessity for advisors who want to do something more personal and separate themselves from the competition. Dan Cuprill and Walter Storeholt share their expertise on how to use podcasting to bring your practice to the next level. Podcasting is not only useful for marketing purposes but it helps with client retention and referrals. Walter talks about the importance of having a quality sound and how you can sound professional on a podcast without breaking the bank. Dan gives some valuable points on why he considers podcasting to be a necessary tool...

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The Broke Millionaire

He called me last week.  Actually, his “executive assistant” did. After explaining to me who she was, who her boss was, and where they were located, she began asking questions about my upcoming Renegade Advisor meeting. “Our company CEO, Michael, is interested in your upcoming meeting in Cincinnati.   But he said there must be a system that you’re trying to sell, so I’d like to know more about that.” Prior to our call, I visited the company website.  Ten employees. BTW:  What’s the deal with everyone these days calling themselves a “CEO”?  Unless you’re publicly traded with a market...

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Episode #42: How To Follow-Up – Part 1: Emails

Follow-up is often a dreaded task because people think of it as nagging or annoying, but it doesn’t have to be that way at all. Dan Cuprill talks about how important it is to build a follow up system that runs automatically and uses humor and interesting stories to engage with potential customers. He breaks down why email is such an effective tool and how you can use it to gain clients in a non-intrusive way. First, Dan points out the role that emotions play in buying and how familiarity with a brand or product is important for many...

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Episode #41: Taking Advantage of a Scam – Bitcoin

People are inundated with messages so to cut through all the noise with your communications, you need to come up with a message that is powerful. On this episode, Dan Cuprill talks about how you can use a scam or current event to not only get peoples’ attention, but also to engage them in a helpful way. He discusses how important it is to build a list and know who you are marketing to. Dan shares specific tips on how to use different charity events and even news topics to get creative with your marketing. He uses examples of...

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Episode #39: Don’t Be Subtle – Three Things You Can Learn from Your Doctor

Much time is wasted when the wrong clients walk through your door. Dan Cuprill talks about the problems that are incurred and time that is wasted when advisors accept the wrong clients. He emphasizes the importance of only working with clients who actually need you and lays out many ways that you can ensure it’s the right fit for you and your client. Dan compares financial advising to medical practice and makes it clear that you don’t want to treat a client who isn’t “sick” or who doesn’t actually want to fix the problem. He calls out advisors for...

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Staffing Your Way to Bankruptcy

I recently participated in a Facebook group discussion regarding the issue of staffing.  Someone asked how many staff members are ideal for a with $100 million of Assets under management. Having $200,000,000 and just one administrative person, I naturally suggest my model. I could tell by the response some doubted my claim.  Can you run a high touch practice with just one administrative person and one financial advisor? If you’d like to visit my office sometime, you will see that indeed Trena Powell is my only staff person.  And I give her every Friday afternoon off. Recently I did...

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Episode #38: The 2018 Renegade Advisor Conference

Many advisors tend to fall into the trap of only focusing on marketing and selling. Stop running your business like a sales office and start running it like a CEO would run their business. On this episode, Dan Cuprill introduces the 2018 Renegade Advisor Conference and explains why it is so different from the conferences he has been so critical of in the past. Dan shares some of the important topics the conference will be highlighting, such as the importance of automation and game-changing shifts going on within the industry. He emphasizes that the conference is centered around providing...

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