Episode #40: Co-Designing A Plan

After meeting with a client and finding out that they are a good prospect, it’s time for a second meeting and a strategy planning session. On today’s episode Dan Cuprill explains in detail how to put together a solid strategy in a way that the client can truly understand. He lays out how the meeting should go in a step-by-step manner that will show you exactly how to gain clients that will trust you with all of their assets. Dan once again compares how doctors work with their patients and how advisors should work similarly with their clients. He...

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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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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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