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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