Podcast appearances and mentions of dan cuprill

Today's episode of The Wealth Advisor Mindset podcast, is a recast of a conversation between Nina and Dan Cuprill, host of The Profitable Advisor podcast. During the conversation, Dan shares his experiences and insights from a recent trip to Arkansas where he met with younger entrepreneurs who own an outfitter company. Despite their entrepreneurial spirit, they face challenges in effectively running their business, primarily due to internal conflicts and ineffective marketing strategies. Dan suggests innovative solutions and stresses the importance of implementing changes to enhance business operations. However, he finds that his ideas are often met with resistance, particularly from the senior partner, illustrating a common barrier to business growth.Nina emphasizes the psychological barriers that hold entrepreneurs back, particularly fear of failure and entrenched limiting beliefs. She elaborates on the importance of addressing these fears through mindset changes, suggesting that entrepreneurs need to explore their deep-seated beliefs about failure and success, which often stem from past experiences. Nina advocates for a proactive approach to personal development, encouraging entrepreneurs to confront and reframe their fears to foster growth and resilience in their professional endeavors.The conversation concludes with Dan and Nina discussing the implications of personal relationships on business dynamics, particularly when business partners are spouses. They explore the complexities of aligning business and personal visions, suggesting mindset therapy for couples could be beneficial. Nina also introduces her book, "Renegade Mindset," offering it as a resource for advisors seeking to overcome psychological barriers to success. They highlight that transforming one's mindset is crucial for achieving higher levels of success and satisfaction, both personally and professionally.Enjoy!What You'll Learn in This Episode:The complexities and challenges of running a business with a spouse.Why targeting existing customers can lead to better business outcomes than constantly seeking new ones, with practical advice on how to implement these strategies effectively.How fear and past experiences can hold back business owners, as well as strategies to confront and overcome these psychological barriers to unlock business potential.How to handle financial risks intelligently, including setting aside risk capital and evaluating the real impact of financial decisions on personal and business finances.The technique of reframing your perceptions to overcome limiting beliefs, focusing on the benefits of mindset shifts to support business growth.How personal development through changing mindset can lead to significant professional growth, encouraging listeners to embrace a 2.0 version of themselves.The critical role of aligning goals and resolving conflicts in partnerships, especially with spouses, to maintain both a healthy business and personal relationship.How personal background and family history impact financial decisions and beliefs, providing a pathway to redefine one's financial mindset.And much more...Resources:Renegade Mindset for Unstoppable Success bookNina Cooke

In today's episode of the Wealthy Advisor Mindset podcast, Nina sits down with Dan Cuprill, a Certified Financial Planner and president of Money and Clarity, a fee-based financial advisory firm in Cincinnati, Ohio. Dan is the founder of Advisor Architect, a systems implementation firm dedicated to helping financial advisors and attorneys maximise their profitability and personal freedom through the implementation of ten distinct systems. He's also the author of six books, the host of the Profitable Advisor Podcast, and writer of the Profitable Advisor Newsletter. Although his firm is in Ohio, his systems-oriented approach to business enables him to live 300 miles away in Franklin, TN.Nina and Dan discuss the significance of mindset in the financial advisory sector. Dan shares his personal journey, emphasising the transformative belief in one's ability to succeed, despite being a self-described introvert and facing rejection fears. He recounts his evolution from a corporate employee to an independent entrepreneur, driven by the desire for freedom and a deep-seated need to avoid the regret of untaken risks.Dan candidly discusses the challenges and triumphs of building his business, highlighting the crucial role of systematic approaches as advised by Michael Gerber's "E-Myth." He reflects on the importance of mindset, not just in theory but as a practice akin to regular diet and exercise. His story illustrates a trajectory from a risk-averse individual to a successful business owner who now enjoys the freedom to work remotely, a lifestyle choice supported by his business acumen and strategic risk-taking.The discussion shifts to the concept of risk-taking and the perception of money as an abundant resource, contrasting with the fear that often holds financial advisors back. Dan shares his philosophy on wealth, success, and the pursuit of freedom over security. He notes the paradox that while many seek financial success, true fulfilment often comes from personal relationships and life experiences, not just monetary gains.Dan also encourages financial advisors to embrace implementation over procrastination, advising those who struggle with action to invest in services that can accomplish tasks for them. He argues that success is not reserved for the inherently motivated; it can be facilitated through strategic support for those less inclined to implement.Enjoy!What You'll Learn in This Episode:Dan's transition from a corporate job to entrepreneurship, the desire for freedom and fear of regret.The significance of mindset in overcoming fear of rejection, the need for self-belief, and the ability to handle failure as an entrepreneur.Why the ability to take risks is often a mindset issue, and why fear of failure can be a major deterrent.The importance of personal growth, being a student of one's craft, and implementing new strategies.Why paying for services can be an effective alternative for those who struggle with implementation.And much more...Resources:Nina CookeDan's Daily EmailAdvisor ArchitectMoney and ClarityAre you ready for the breakthrough? Let's get started!https://chatwithnina.org/Get my book for FREE:http://ninabook.org/

As financial advisors, a lot of us don't like to think of ourselves as someone who works in sales. But if you own any business, then you are in sales because without customers, you don't get to do what you do. What we've learned through the years about sales is that what makes it work well is having a system, and we've tried many different types. Maybe the simplest system we've come across is the one by Dan Solin. Today we're going to share a conversation we had with Dan which focused on his book Ask: How to Relate to Anyone. This interview is one we feel is mind-altering and can provide you with a great perspective on what it takes to be successful selling your business to clients. Here's some of what we'll discuss on this episode: What's the easiest way to get somebody to like you? (3:57) The distinctions between introverts and extroverts and how it affects sales. (5:47) What's the best way to approach introverts and not waste time? (6:07) Why it's important to understand attention spans during the sales process. (17:03) Why you need to move away from being the most interesting person in the room to becoming the most interested person in the room. (24:14)   Learn more about our guest: https://danielsolin.com/  Get Dan's Book: https://www.amazon.com/Ask-Relate-Daniel-R-Solin/dp/0974876321    Schedule a meeting with Dan Cuprill: http://bookachatwithdan.com  Read more and get additional financial resources here: http://renegadeadvisor.net  

Many Americans were able to build up their savings accounts during COVID and now have extra cash at their disposal. With inflation on the rise, sitting on cash isn't the best long-term strategy so what should you do with this extra money? Dan Cuprill will share nine different ways to use your cash and explain the pros and cons for each.   Key points on this episode: 2:26 – Spend it 3:24 – Put it in the bank   5:02 – Buy annuities   6:03 – Address an exposure you have in your plan 8:13 – Invest in an iBond 8:59 – Take advantage of discounted stocks/bonds 9:44 – Pay off debt 10:21 – Give it away 10:58 – Ask yourself this question   For more financial resources, visit us online: http://moneyandclarity.com 

"My business is different." This is one of the biggest myths small busienss owners believe. The truth is that your business is similar to most other businesses in how it should operate. Listen to business owner Dan Cuprill as he unpacks how to get more profit from your business. Dan will show you why simply focusing on higher revenue numbers does not mean you are making more profit. You'll also hear how he runs his 7-figure business with only ONE employee. And Dan shares what he believes is the best marketing asset you can create regardless of the industry you are in. This is a great interview that is well worth a few minutes of your time. Learn more about Dan by listening to his Profitable Advisor Podcast or at AdvisorArchitect.com.

What can a financial advisor learn from their doctor? Well, the way we interact with our clients should resemble the way a doctor treats their patients. We are the professionals and we have to be able to communicate to our clients what is best for them, as a doctor would do for your health.  On today's show, we will go over 5 things we can learn from our doctors that will make us better financial professionals.  You need to understand why your prospective client is coming to you. During a doctor's visit, they would ask you "Where does it hurt?" The same thing applies to your client's financial plans. Why do they need an advisor? Where do they feel they need help in their plan?  Don't make recommendations until your client agrees to a whole holistic study of their finances and financial plan. You can't tell a doctor to just check one part of your body. You are an expert in your field, as a doctor is an expert in their field. The client needs to trust your recommendations and process! We want to be clear and confident when we are working with prospects and clients. You are getting paid for your service and your expertise. It's okay to tell clients no and to give them your honest opinion for the health of their financial plans. The more you start saying no, the more people will start saying yes to your recommendations.  So as you go through the episode today, keep an ear out for some of these topics that we cover: What questions do you need to be asking your prospective clients? Why do you need to provide a holistic opinion to your clients? Get paid for all of your time. Don't get lost in the details.  Learn how to say no when you need to. For more on this topic and other strategies to grow your business, join us over at RenegadeAdvisor.net.   What we discuss on this episode:  2:53 – Where does it hurt? 5:20 – Examine fully 6:44 – Getting paid for nothing 9:53 – Don't overdo the science 11:37 – Willing to say no

Steven's guest today is Dan Cuprill of The Profitable Advisor. As a longstanding financial planner and a teacher, Dan advocates value through better systems. He recommends asking, “When I write your plan, would it make sense to develop a strategy to do that?” You can find the show notes and transcript here.  

Dan is a Certified Financial Planner™ and President of Matson & Cuprill, a wealth coaching firm located in Cincinnati, Ohio. Rather than trying to ask for referrals he focuses on enlisting clients in building his mailing lists to organically attract the right clients. Dan […] The post Dan Cuprill on List Building that Drives Referrals appeared first on Becoming Referable.

Dan Cuprill is a Certified Financial Planner™ and president of Matson & Cuprill, a wealth coaching firm located in Cincinnati, Ohio. His firm specializes in helping people prepare for financial independence by employing a holistic planning system called Retirement Rescue. He is the author of several books including Retirement Rescue and Defuse: 7 Steps to Saving Your 401k from the Ticking Tax Time Bomb. He is also the host of the podcast, Solving the Financial Puzzle. Dan & his wife, Beth, split their time between Cincinnati, OH and Franklin (Nashville), TN and maintain offices in both cities. Listen in on this podcast as Dan shares: The key skill every entrepreneur needs to master for sustainable profit growth - do you have it? His definition of what it is to be an “entrepreneur”… this will get you thinking about your business in a new way! Why you should be focusing on profit, not revenue, and how to increase your profit How to have a clear end game so you can confidently plan the life you want to live The reason multitasking doesn’t work… and now to maximise what does work Why it’s good to fail and how to overcome the fear of failure His Top Tip to overcome setbacks, and why he doesn’t allow them to hold him back The secret to freeing up more time to work on your business Find out more about Dan at AdvisorArchitect.com and MoneyAndClarity.com. Nina x Smash Your Income Glass Ceiling To Attract More Clients And Money… without doing more marketing! Click here for Free Video Training 

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome in to Plan With the Tax Man. Thanks for tuning into the podcast, as Tony and myself talk about investing, finance and retirement. In this go round, we are talking about where my financial knowledge comes from. Now, I don't mean me specifically or even Tony specifically, but in general, if you ever thought about that, where do we learn the things we've learned, especially, usually it's our parents, money, finances, whatever the case might be, what shape your financial views? And of course, we are going to get Tony's input from that. Not only for himself, but also when he sees in his practice. What's going on, my friend, how you doing?   Tony Mauro: Doing good. Back from the holidays and getting ready to get busy.   Speaker 1: Yeah, you're going to be a busy over the next coming weeks and stuff as well. We assume, right? We assume that tax times will be normal this year.   Tony Mauro: They're already starting to change it a little bit with the push back of the start or acceptance date, but it seems like that's more the norm now. These last couple of years have been extremely unnormal as far as tax season goes. They've been playing with the start and end date, well, the start date for sure, for a lot of years now. The end date, last year was the first time I've seen it extended ever in my career.   Speaker 1: It's definitely interesting times for sure. We have no word yet as to whether or not that'll transpire, but that could, I imagine we could see that happening before too long. Well, we're taping this just before we put this out. This is the 20th of January. So actually this I guess would be, this is inauguration date. No, this is the 19th. No, we're on the 19th. I'm sorry, I'm one day off, it's tomorrow. We're taping this on the 19th, we'll put it out on the 21st.   Speaker 1: Anyway, let's jump into the topics and see what happens. Who knows what's going to come down the pike from the new administration, but we'll see here real quick I'm sure. But let's get into our topic today for where does your financial knowledge come from. For our listeners or you yourself, Tony, are there any of these I guess talking heads, celebrity financial folks that you find interesting? Anybody that you listen to from time to time, be it Ramsey or Orman or somebody like that?   Tony Mauro: I don't have a long list there, but I do and have read a lot of Dave Ramsey's stuff. I like what he says, and I can resonate with it. I always tell clients, and I've never met him personally or been in any of his seminars, but here's a guy that basically took a lot of very basic financial advice, turned it into something that people can really understand and follow, and has made a lot of money at it. I always tell him, I'm kind of jealous because I was doing that for myself way before. I just didn't know how to make money off of it. He does have a lot of good insights and whatnot. I love his stuff on staying out of debt, living below your means, and saving a lot of money.   Tony Mauro: One of the lines that I still use today with every client, my own son as well is, and this is a quote from him, he says, you know, "Live like no other so someday you can live like no other." And when you really start thinking about that, you'll understand what he means by that. You got to sacrifice a little bit, you got to save, you got to stay out of debt, and then someday you can live like no other.   Speaker 1: True.   Tony Mauro: I like that. Outside of that, I don't follow a lot of the guys on CNN and everybody talking, everybody's got their own opinion.   Speaker 1: Oh yeah, for sure.   Tony Mauro: About that kind of stuff. So I like to stick to more of things of planning and staying with the plan.   Speaker 1: Gotcha. Okay. Best financial books that you've read or something that's really kind of shaped your financial views? Is there something maybe that you refer to clients from time to time? Say, hey, if you'd like to read something, this is a really good read?   Tony Mauro: Yeah. A lot of times clients, when they become a client of ours, I'll send them either the Total Money Makeover by Dave Ramsey, which is one of the best easy financial books ever. I like to send some of them Rich Dad Poor Dad, which is a great book on building wealth. And then I helped co-author a little book on IRAs and how to keep money as much tax-free. So I'll send them some of those. There's tons of financial books out there. And a lot of them are good reads. They're going to give you a lot of different opinions. Just got to kind of formulate your own opinion, and not everybody's going to be right.   Speaker 1: There's no shortage of opinion points in the world today about whatever. But it's always good to kind of get someone who's in the industry like yourself who does this day in and day out, to say, this is a pretty good read< these are something I enjoy or that you might find useful. So, a couple of good recommendations there. Like you said, you send those out to clients often, so that's pretty cool.   Speaker 1: What about our parents? I mentioned that in the opener there. A lot of times we do, we are influenced about many things in life from our parents. Yours specifically, did anybody have a real knack for money or investing? Did you get anything from there?   Tony Mauro: My parents were pretty conservative. Conservative meaning they grew up right after the generation after the depression. They didn't come from money, they didn't invest a lot and didn't know anything about it. It wasn't really till I graduated from college that I started in with them and helping them save for their own retirement. They're now retired and doing well. Whether they would have done that or not, I don't know, I like to think I had a part in that. They never blew a lot of money, but I do think most of us, our views and how we think about money comes from our family, whether they sit down with you and physically have conversations and educational things with you or not.   Tony Mauro: But most of us don't and we're not getting it in school, which seems to me like a real tragedy. I mean, nobody would go to school for all these years, it's a big pet peeve of mine, and nobody teaches anybody even how to manage their own finances. And then we wonder why we've got people out that are fairly well-educated that have a disaster going on on the personal side with their finances. A lot of times it does come down to the parents because that's who you're with all the time.   Speaker 1: That's a great point because we definitely have, and it's been that way a long time. I mean, I was in high school in the 80s and I think it was literally one short class. I'm not sure if it was an economics or what it was, but it was like, here's how you write a check, and it was the basics of it. And that was it. I don't think there was really much else to it. So, as far as personal finance and economics, they really seem to be more about economics from a global standpoint really back then than it was about your own personal. So yeah, we definitely don't do< and that's maybe one of the reasons why Dave's stuff, as you mentioned, it resonates pretty well because it keeps it nice and simple for people to really kind of relate to and digest.   Speaker 1: Professional relationships. We talk a lot about athletes and you enjoy playing golf and all that kind of stuff. Even the best, even Tiger and Phil and all those guys, they have coaches. So, in your relationships, do you have kind of a coach or a mentor or something like that, someone that you maybe still turn to or used to turn to?   Tony Mauro: Yeah, I still am on the financial side still do a lot of stuff with Dan Cuprill, he's a financial advisor out of Indiana. He lives at breathes it. I love talking to him about things, been in the business a long time.   Speaker 1: Gotcha.   Tony Mauro: From a business side of things. But anybody that's been around it a lot on the financial side, most of us always looked at, well, we want to emulate somebody that appears that they either have it all figured out, wealthy, with money. But sometimes that's not always the case. In my professional relationships, it would be him, it would be some associations I'm in, and some little subgroups that we get together, and not only brainstorm on the business end of things, but where the industry's going and how to work with clients better.   Speaker 1: I mean, continuing education is always a good idea in any profession really, to continue to learn stuff and have somebody to kind of inspire you or share best practices and all that stuff. And it all kind of equates back to, helps you be better at your, well, what's the saying, how do you get to Carnegie Hall? Practice, practice, practice. Well, no matter what your industry is, you can always practice and get better.   Speaker 1: As you've gotten older, Tony, have you changed your views on money matters? Anything that's kind of, that you've learned along the way where you've been like, this is really a good stable principal that I've kept the entire, time or some things you've been like, Oh wow, I can't believe how much I've changed?   Tony Mauro: I definitely as I've gotten older been fortunate enough, I guess the few things I've learned is, and most advisors will tell you this, but it is true, you ask somebody where the market's going and if they tell you, here's what I think, they're probably wrong, they have no idea. Nor do I, nor does almost anybody. But the one thing I've learned is, and I've always done this and I try to preach this to clients is, you need to invest through thick and thin, meaning put money away based on your goals, of course, and some other things. And you can't try to time markets. I've never seen anybody able to do it long-term and consistently beat the best of the best or the S&P and things like that.   Tony Mauro: In fact, I just had a client, and he's a fairly large client. Not to bring politics into all of this, but he emailed me over the weekend and was saying, you know what, now that the inauguration's going to happen, I want to pull all my money to the sidelines. In fact, he put it in bold in the email. I know that we're going to have a correction in 2021, and here's why, and it was basically because the Biden Administration may be raising taxes and all this COVID relief and whatnot. He may be right. But as I pointed out to him, you may be wrong.   Speaker 1: Well, that seems to be the case in the country.   Tony Mauro: When president Trump, a lot of people thought the markets were just going to go right down the tank, and they've done nothing but go the other way. I'm not going to get into whether that was because of him or the economy itself and all that. But point is, it's funny how people listen to stuff on the news, and then all of a sudden, now they're making predictions. That's something that I try to preach to clients when you asked, I try not to get clients to time markets. I try to show them what missing the 10, 15, 50 best days in the next, or the last 10 years would have cost them. And it just seems like, you're always waiting for that maybe not to happen as soon as you say it, is, over the longterm, the stock market is still one of the best bets. I love real estate too, but just talking smaller amounts, the market is the best place to be, and I don't think you can time it.   Speaker 1: And that's always the case just about with any item when we have new administrations, it's always one half says this is going to happen and the other half says that's going to happen. And nobody really knows until things go into play. You can have your indicators and your predictors, but if 2020 taught us anything, I mean, seriously, has never happened, who would have thought you'd see a 30% decline in the beginning first quarter during a global crisis and then end with all time highs in the same calendar year.   Tony Mauro: Same calendar year, yeah. And really going back to your last question about who I listen to, really, for us now as advisors, we're kind of almost, I like to think of the word coach, trying to coach the clients into or out of doing some things just based on just a knee jerk reaction. Like you said, when COVID hit, I for one thought, we all saw the markets going down, it's like, man, this is going to be a prolonged downturn. And of course, my always view is, I love it with respect to that I don't need the money right now that I'm investing, so I'm like that vulture, I'm always investing, so I'm buying more when things are low, so it doesn't bother me like it bothers other people. But if you're a retiree, obviously you wouldn't want to be in the market to the extent that someone that's a little younger is.   Speaker 1: Exactly.   Tony Mauro: Well, my father for being one, his portfolio, even though he's now 80, and knows nothing really about investing, he always says, yeah, I don't want to take a lot of risk, I don't want to take a lot of risk. And we go over his portfolio, but he is in blue chip stocks that pay him a lot of dividends and he loves that income. He's on the other side of the line, and people sitting in CDs and things getting a half a percent, they're starving. But for that, he's got to put up with some volatility, but he understands that now. He's not searching for that nest egg, he just wants return of his principal and a good income on it.   Speaker 1: Right, right. As we age, that tends to be kind of the norm, how we start to kind of view things. When we're talking about our financial knowledge and just our growth patterns, that's going to make a lot of sense. And I'll finish off with one final question for you on this, when we're talking about where financial knowledge comes from. With the advance of technology, you can have all kinds of philosophical arguments. It seems the smarter we're getting tech-wise, the dumber we're also getting about a lot of other things. You could go wherever you want to go with this conversation.   Speaker 1: But from a financial standpoint, is it a double-edged sword the technology, Tony, because in some ways, to your comment earlier, we'd never really learned enough, it wasn't enough in school for that. Now you can find the answer to any question in seconds on Google. You can invest your entire life savings if you want to with a click of a button from your phone. But is that a double-edged sword because there's so much information, you're not able to really discern what's accurate or correct for you?   Tony Mauro: I would definitely agree with that. And I'll answer that with a question. And then we can kind of just digest it. If the advancements in technology were helping us so much, why do we have so many people that aren't prepared for retirement or worse?   Speaker 1: Good point.   Tony Mauro: And just let somebody try to explain that to me. So I think it helps and hurts. I mean, on one hand, obviously, even for us, we've got information at our fingertips that we could only dreamed of even 10 years ago.   Speaker 1: Oh yeah. It's amazing.   Tony Mauro: 20, 25. But I think now that it's out there, that there's so many different opinions and information, you don't really know if it's authoritative or not. Most of it is. I think sometimes people get information overload and they really can't make any decisions. And the same gentleman who sent me the email I just mentioned, he's one of those guys that really, he wants to get into it, he wants to research, wants to do, do, do, do. But he never says he has the time. And then he'll go on a binge and look at a bunch of things and formulate opinions. It's like, why do you torture yourself like that? Just follow the plan. The plan will work. You don't need to really subscribe to all of that. There's a fine line from telling people don't pay attention to anything and just stick your head in the sand to being crazy the other way.   Speaker 1: Yeah, I'm with you. I think it's a great resource to get some basic knowledge or to maybe kind of look up some specific things that you're contemplating. But then you really need to take that to someone who can get to know you. I mean, that's one of the points of an advisor, where you can go and you have this working relationship so you can say, all right, so how does this, what about this concept? Does this work for me in the things that I already have, because that's a lot of times where, I mean, even with our show, and I say that many times on the podcast, and I host shows all across the country, and I always say, anything you hear on this show or any other, Dave or anybody else that's out there, always take that information to your specific advisor who knows you and see how it will work in your scenario because it's generalities. We're talking in general kind of concepts because it may relate to you and it may relate to the next person and not everybody's the same.   Speaker 1: So, you got to really digest it and see what's going to be the best fit with any financial knowledge, whatever you've learned, whatever you've learned coming up, whatever you learn from somebody else, whatever it might be. I think that's just a great philosophy to have, is take it, wrap it around a little bit and see how it's going to play out, but then bounce it off a qualified professional like yourself, Tony, who does this every day. And that way, you know for sure if it's going to really work in your scenario.   Tony Mauro: I agree, totally. Absolutely.   Speaker 1: And so, when it comes to the financial knowledge, folks, it's always good to have a little bit, what was it, Ben Franklin that said education, I think he said education pays the best benefits, or knowledge pays the best benefits, there we go. Get some knowledge, get some education. If you've got questions or concerns, reach out to Tony here on the podcast. He's an EA and a CFP, he's a certified financial planner of over 20 years, approaching 25 years in the industry. So give him a jingle. 844-707-7381. That's 844-707-7381. Don't forget to subscribe to the podcast plan with the tax man. You can find all the information really, it's just kind of simple for you to just go to yourplanningpros.com, that's your planningpros.com, and check us out there as well. And you can find all the subscriptions if you want to on Apple, Google, Spotify, all that good kind of stuff. No cost or obligation for any of it.   Speaker 1: We certainly appreciate your time as always on the podcast. Tony, my friend, thank you so much, I hope you have a great week in, and you don't get too busy too quick.   Tony Mauro: All right. Sounds good. We'll see you on the next episode.   Speaker 1: Yeah, we'll see you the next time right here on Plan With the Tax Man with Tony Mauro.   Disclaimer: Securities offered through Avantax Investment Services.  Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services.  Insurance services offered through Avantax Insurance Agency.

My guest is Dan Cuprill, CFP.  He is a Certified Financial Planner, author, and podcaster.  We talk about what to look for when choosing a financial advisor as well as whether or not a person actually needs an advisor.  For those that are already advisors or thinking about becoming one, Dan talks about some of the pitfalls that can harm an advisor business - taking on the wrong clients, focusing on product pushing, and ignoring the needs of your clients.  We finish up by talking about alternative investments to stocks and bonds as well as what may occur in the future for finances, specifically possible changes in tax structure.To contact Dan and find out more about his business, visit https://www.moneyandclarity.com/For advisors, check out his podcast "The Profitable Advisor" Visit Suburban Folk for more great interviews.

Dan Cuprill is back on the show today to help us sort out the economic impact the election will have as we move into a new year. With talk of the Green New Deal, student debt forgiveness, and tax changes, we’ve gotten a lot of questions about what’s next for investors. Today we’ll try to ease your mind and provide some clarity.   Read more and get additional financial planning resources: https://www.moneyandclarity.com/2020/12/ep-160-economic-outlook-following-the-election/    What we discuss on this show:  0:42 – Dan Cuprill back with us today 2:13 – What does the election mean for investors right now? 7:15 – Dan’s advice to everybody 9:04 – Unexpected bad news is what impacts the market 11:56 – Over time it doesn’t really matter 13:31 – This is why diversification is so important 14:33 – Possible economic policies of new administration 18:16 – Preparing for increased taxes 22:00 – What can we be doing right now as investors? 23:48 – Dan’s outlook for 2021 25:50 – Stay positive 26:57 – How to discuss further with Dan

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. During the show we discuss: ● How to know if you need a financial advisor ● How to recognize the best financial advisors ● Why choose an advisor who has a specialized niche ● How to avoid “landmines” when choosing the right advisor ● How can advisors help you ● What are the advisors limitations ● Common myths about financial advisors ● Importance of having a financial advisors ● Tips in choosing a financial advisor ● Should someone always follow the advice of an advisor ● When to seek a financial advisor ● How much is needed for retirement ● 3 things financial plans must include ● Why you MUST have disability insurance as an entrepreneur ● Why you need to address estate planning NOW ● Why so many retirees make serious financial mistakes that cost them ● Good investment strategies ● How to account for inflation in your savings plan Show resources: https://matsonandcuprill.lpages.co/daily-email/ https://www.renegadeadvisor.net/ https://www.moneyandclarity.com/

Financial planner and business coach, Dan Cuprill joined me On Ditching Hourly to talk about how service providers can increase profits by creating systems and experimenting with new pricing models.

October 23, 2020 Advisor Architect Dan Cuprill, Flipper Lender Jodi Vetterl and Minority VC Kathryn Ross

Leaving your corporate job to start your own business can be quite risky. Yet, Dan Cuprill did it and succeeded at that! From being in corporate America to running his own financial and personal finance firm, Dan has the experience and insights that will guide you to grow your businesses, even after you traded your 9 to 5 job for it. In this episode, he sits down with host, Michael Zipursky, to talk about his journey, the lessons he learned along the way, and the million-dollar financial strategies for consultants. He discusses how he set up his own financial advisory business, what marketing he utilized, and how he built his clientele. Plus, Dan then shares some advice on how you can build long-term wealth.   Love the show? Subscribe, rate, review, and share! Here’s How » Join the Consulting Success Community today: consultingsuccess.com

Leaving your corporate job to start your own business can be quite risky. Yet, Dan Cuprill did it and succeeded at that! From being in corporate America to running his own financial and personal finance firm, Dan has the experience and insights that will guide you to grow your businesses, even after you traded your 9 to 5 job for it. In this episode, he sits down with host, Michael Zipursky, to talk about his journey, the lessons he learned along the way, and the million-dollar financial strategies for consultants. He discusses how he set up his own financial advisory business, what marketing he utilized, and how he built his clientele. Plus, Dan then shares some advice on how you can build long-term wealth.   Love the show? Subscribe, rate, review, and share! Here’s How » Join the Consulting Success Community today: consultingsuccess.com

Leaving your corporate job to start your own business can be quite risky. Yet, Dan Cuprill did it and succeeded at that! From being in corporate America to running his own financial and personal finance firm, Dan has the experience and insights that will guide you to grow your businesses, even after you traded your 9 to 5 job for it. In this episode, he sits down with host, Michael Zipursky, to talk about his journey, the lessons he learned along the way, and the million-dollar financial strategies for consultants. He discusses how he set up his own financial advisory business, what marketing he utilized, and how he built his clientele. Plus, Dan then shares some advice on how you can build long-term wealth.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Consulting Success Community today:consultingsuccess.com

Many financial advisors are not optimizing their results by creating efficient systems that can increase profitability. In this episode, Adam Torres and Dan Cuprill, The Creator of Advisor Architect and Host of The Profitable Advisor Podcast, explore how advisors can increase profitability through systems.Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/

Today we have an interview with Adam Callow and Dan Cuprill. 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 while he resides some 300 miles away from his office. Connect with Dan Cuprill: https://www.linkedin.com/in/dancuprill/ Join our Network of likeminded entrepreneurs, get involved in the discussions and help support the show: nbs.fm/network Have a question you want answering on the show? Email us at: startupdiary@nbs.fm Amazon links to the gear we use to podcast: Zoom H6 Handy Recorder: https://amzn.to/2Jp14uA Audio-Technica AT2020 Cardioid Condenser Microphone: https://amzn.to/2UqvDq1 Adjustable Mic stands: https://amzn.to/2wNODFI Simple Pop filters: https://amzn.to/3arhONJ XLR Cables: https://amzn.to/2UpMVDs SD Card: https://amzn.to/2UFCzhQ

Today we have Dan Cuprill in the hot seat for 600 seconds of rapid fire questions. You’ll hear more about being as systematic and profitable financial advisor from Dan tomorrow, but for now please enjoy these 600 with Dan Cuprill. Enjoy. Join our Network of likeminded entrepreneurs, get involved in the discussions and help support the show: nbs.fm/network Have a question you want answering on the show? Email us at: startupdiary@nbs.fm Amazon links to the gear we use to podcast: Zoom H6 Handy Recorder: https://amzn.to/2Jp14uA Audio-Technica AT2020 Cardioid Condenser Microphone: https://amzn.to/2UqvDq1 Adjustable Mic stands: https://amzn.to/2wNODFI Simple Pop filters: https://amzn.to/3arhONJ XLR Cables: https://amzn.to/2UpMVDs SD Card: https://amzn.to/2UFCzhQ

On this show, we talked about the value of systems, why some embrace them while others say away, and why they could be the answer to the lifestyle you’re looking for with Dan Cuprill, CFP, financial advisor and CEO of Advisor Architect.  Listen to learn why embracing systems is the key to reaching your ultimate level of success! For the Difference Making Tip, scan ahead to 18:16! You can learn more about Dan at DanCuprill.com, Twitter and LinkedIn. Interested in starting your own podcast?  Click HERE George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

Episode: 142 Title: Retire Already!  Host: Michael J. Maher Guest: Dan Cuprill Description: What do you need to do TODAY to ensure your retirement as a small business owner? Our guest today, Dan Cuprill, has several action items that you need to take right away! Dan is a Certified Financial Planner and wealth advisor and this is a conversation that you need to hear! He also shares with us: • Why YOU need to have 4 bank accounts and what goes in each one • Why legal structure of your business or lack of one could be costing you thousands • What is dollar cost averaging • Why as a Realtor you need disability insurance • How to create a profitability plan • Why before you invest you must have 3 months cash reserves Finally, he shares with us how to use your real estate knowledge to create recurring revenue streams. This conversation is full of actionable items that all Realtors and small business owners need to take right away. Get daily emails from Dan on how to run your business like a profitable business by going here:  www.DanCuprill.com.  (7L) Referral Strategies and Podcast Topics: Special Offer: Enjoying Referrals Podcast? Join us at Referral Mastery Summit for 3 days of amazing content October 7th thru the 9th. Register today at www.ReferralMasterySummit.com and use the code “podcast” for $200 off. See you there!!

What do you need to do TODAY to ensure your retirement as a small business owner? Our guest today, Dan Cuprill, has several action items that you need to take right away! Dan is a Certified Financial Planner and wealth advisor and this is a conversation that you need to hear! He also shares with us: • Why YOU need to have 4 bank accounts and what goes in each one • Why legal structure of your business or lack of one could be costing you thousands • What is dollar cost averaging • Why as a Realtor you need disability insurance • How to create a profitability plan • Why before you invest you must have 3 months cash reserves Finally, he shares with us how to use your real estate knowledge to create recurring revenue streams. This conversation is full of actionable items that all Realtors and small business owners need to take right away. Get daily emails from Dan on how to run your business like a profitable business by going here:  www.DanCuprill.com.  Enjoying Referrals Podcast? Join us at Referral Mastery Summit for 3 days of amazing content October 7th thru the 9th. Register today at www.ReferralMasterySummit.com and use the code “podcast” for $200 off. See you there!!

Growing your business without efficient systems in place is a disaster waiting to happen, because you can generate a lot of revenue and still end up broke. Having the right systems in place, on the other hand, gets you a fat bottom line, while also freeing up your time to focus on the best use of your time, in both your business and your own life. Plus you get to spend less time on the things that stress you out. Sounds great, right? But what is a “business system?”  Which business systems do you need?  Where’s the best place to start developing systems in your business? These questions, and many more, will be answered in this week’s episode of Just The Tips, where James and Dean welcome Dan Cuprill, founder of Renegade Advisor. Thanks to his contrarian and systematic approach to growing his financial advisor business, Dan’s developed a repeatable business system that consistently generates a million dollars (or more) in profits per year. If your business keeps hitting a wall, or falling short of your expectations in other ways, it’s probably a systems issue. Tune into this week’s episode for tips on identifying the profit-sucking leaks in your business systems.

In this episode, we sit Dan Cuprill president of Matson & Cuprill, a wealth coaching firm located in Cincinnati, Ohio and founder of the Advisor Architect, a systematic based program that helps advisors scale their practice. We had fun on this one – Dan has so much experience and such an interesting point of view on how you can scale your practice through systems. We dive into his approach, what he thinks is wrong with marketing today, and how you can fix it. This is our conversation with Dan Cuprill. Want to learn how to market your practice more effectively? Visit: www.thesevengroup.com 

Dan Cuprill of Advisor Architect and host of The Profitable Advisor Podcast joins Mike Langford for an exploration of how financial advisors can become their own wealthiest clients by focusing on improving the profitability of their business.

Over the past month, we’ve seen financial markets react to potential economic fallout from the coronavirus pandemic and it’s happened at an unprecedented pace. But how surprised should we be by this significant reaction? Dan Cuprill joins the show as we talk about the lessons we’ve learned from history, what this latest crash has taught us, and where we might go from here financially.   Read more and get additional resources here: http://moneyandclarity.com    Today's rundown:  0:46 – We’re joined by Dan Cuprill once again. 1:22 – Every 100 years there seems to be a new pandemic. 2:32 – This is affecting us all in many different ways but it’s taught us one important lesson. 5:11 – You can use history to see how markets react. 6:38 – Be calm because this is typically an investing opportunity. 7:44 – Bad news happens but you have to ask yourself this question to determine how markets will react. 8:15 – Watching cable news 24/7 isn’t going to help anybody. 10:12 – Panic starts to set in and trying to time the market will really hurt you.  12:39 – Here’s what concerns Dan within the industry. 14:49 – This is where good financial advisors earn their keep.  15:59 – How does Dan see this playing out over the next few months. 18:11 - Don’t make actions that turn out to be irrevocable in hurting you. 19:41 - A deal to make with your grandchildren. 21:21 - Over a period of time this will look normal, which is why you stick to a plan.

After a short break, the podcast is back with some news! Dan Cuprill has handed the baton to Nikki Earley and she’s taking over the show moving forward. Today we’ll introduce you to the Certified Financial Planner and get to know who she away from the office. We’ll also talk about the future of the show as we make the transition to a new host.     Check out the show notes and get additional resources here: https://www.moneyandclarity.com/2020/02/ep-152-meet-the-new-host-nikki-earley/    Today's show rundown:  0:57 – The podcast might sound a little different today as Nikki Earley is taking over hosting duties from Dan Cuprill. 2:03 – Nikki updates news from around the office and the reason behind the name change. 3:09 – Nikki tells the story about how she and Dan originally met. 6:52 – What do you enjoy most about what you do at Money and Clarity? 8:15 – Did you make any new year’s resolutions this year? And how’s your progress going? 8:51 – Dan gave her a new book recently about organizing your life called The Bullet Journal Method 10:47 – What do you like best about working in Cincinnati and living in Dayton?   13:00 – What does a typical weekend look like for Nikki? 14:48 – Nikki has a cooking background so what dish is she best known for? 15:45 – Bengals fan? Who else do you pull for? 16:35 – The Dayton community is also excited about the Flyers basketball team right now.   18:07 – The goals for the podcast as we relaunch the show.  

In recent weeks, Dan Kennedy's health has taken a downturn and he has even recognized that his final days might be ahead. As tributes pour in for this incredible businessman, advisor, and mentor, we wanted to celebrate his life and what he's taught us along the way. We'll do that by sharing the books, products and lessons we recommend. IN THIS EPISODE:  As August came to an end, an emotional letter from Dan Kennedy was posted online for his company, friends, and family. In it, he shares a message of inspiration and hopefulness as he prepares for his final days. His health has deteriorated and it lead to much speculation that Kennedy passed away, but the last update to DanKennedyTribute.com says he's still in hospice and enjoying the tributes that are being sent in. That might change at some point after this podcast has been published, but at the time of this episode he was still with us. His life compelled Dan Cuprill and Heather to share the things they've learned from Kennedy throughout their careers. From books to marketing lessons to funny stories, his impact on this podcast is very similar to the one he's made on many people throughout business and entrepreneurship for decades. We hope you'll be able to pick up something new during this episode and apply it to your life and career. There are a few book recommendations we'll make from our personal collections. We'll also talk about the top lessons we've been taught from Kennedy and still use. There will also be additional products that we'll highlight along the way. We'll close the show today with a message of gratitude from Dan for all that Kennedy has done for the small business community around the world. To save you some time, we've highlighted the topics below. Just click on the timestamps to skip ahead in the episode or go back to something you want to hear again. 1:51 – Dan Kennedy's health hasn't been great so we're focusing our episode on him today. 4:33 – Discussing the things we've learned from Dan.    5:35 – The first lesson is time management. 8:15 – Putting my phone in the drawer serves me well in this. 9:09 – What Dan Cuprill thinks is the most important thing about time management. 9:42 – We often allow ourselves to get distracted. 11:32 – The second lesson is autonomy. 12:23 – Cuprill learned the Art of Curmudgeonry. 14:32 – The books he got us into. 15:47 – The third lesson learned is to not follow the crowd. 17:00 – He always talked about the importance of follow-up.   18:29 – Don't be boring.   21:25 – Let's now talk about his work and what he accomplished during his career.    22:01 – Heather shares her first favorite book that Kennedy wrote. 25:00 – Another product that Heather really likes - $252,000 Platinum Meetings. 26:40 – Another favorite book: Make Them Laugh and Take Their Money 28:13 – A great reference tools that Cuprill recommends. 28:42 – Cuprill's top book recommendation: No B.S. Ruthless Management of People and Profits 31:09 – A Kennedy quote that Heather absolutely loves. 31:47 – How can financial advisors apply Kennedy's teachings? 33:57 – Don't use food to entice people to a meeting. 36:32 – Why it's important to have marketing systems. 37:17 – Where you can find Kennedy products if you haven't seen or heard him at all. 39:25 – One last message to Kennedy.

We get the question quite a lot about whether someone needs a financial advisor so Dan Cuprill shares a real-life example of a couple he worked with to provide a case study for how the process plays out. We’ll call them the Parkers, and we’ll walk through their first meeting, goals, needs, and how we decided they were a fit for an advisor.----more---- Today's show:   0:50 – Why it’s so important to have a plan and why we’re talking about that on this episode. 3:03 – Why I don’t off my advisor services to everyone.   3:55 – Are you prepared to stick to the plan through the ups and downs? 4:54 – Let’s take you through a case study using actual clients. We’ll call them the Parkers. 5:23 – Who are the Parkers? 7:46 – This is the question I start off by asking every potential client that comes into the office and what I found out about the Parkers. 10:05 – There was fear from the Parkers despite having a sizeable net worth. 11:04 – Here’s where a good financial comes in to play. 11:50 – Here are their goals for retirement but they had an issue with their children. 15:14 – Another big issue is they have family in a nursing home with Alzheimer’s and they don’t want to burden their children with that. 17:06 – Another interesting thing that came up in our discussion was the use of annuities and whether they should utilize them. 21:38 – If a client is just about the numbers, we’re not the firm for them. Those are irrational expectations. 22:51 – The Parkers were seeking peace of mind and a sense of freedom. That’s who can benefit from holistic planning. 24:03 – This is where your plan needs to focus. 25:45 – We had a design meeting with the Parkers to let them decide if their current plan met their needs. Once that was done, we then wrote the plan. Read more here: https://www.moneyandclarity.com/2019/09/ep-151-meet-the-parkers-a-case-study-for-whether-or-not-you-need-an-advisor/

Special guest Dan Cuprill comes on the show to discuss his latest book about defusing the potential tax time bomb in your retirement plan. He and Kevin will also answer some listener questions.

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Special guest Dan Cuprill comes on the show to discuss his latest book about defusing the potential tax time bomb in your retirement plan. He and Kevin will also answer some listener questions.

Dan Cuprill, founder of Matson and Cuprill in Cincinnati, joins John to talk about the follies of investing based on what's going on in the news.

This week we'll take your listener questions and try to determine just how much money you'll need to retire. Later on, we'll talk about what it means to be "ready" to retire, and we'll also outline some retirement planning pitfalls to be aware of. All that and more on Solving The Financial Puzzle with Dan Cuprill.

This week we'll take your listener questions and discuss whether it's a good idea to hire more than one financial advisor. Later on, we'll list some financial pet peeves, and in Tales From The Tax Side, we'll try to figure out how Mark Zuckerberg pays his taxes. All that and more on Solving the Financial Puzzle with Dan Cuprill. 

This week we'll take your listener questions and discuss sending your kids off to college. Later on we'll take a look at the Financial Commandments. Don't worry. They're only four of these. Finally, in Tales From the Tax Side, we'll take a peek into the wallets of the rich and famous. All that and much more on Solving the Financial Puzzle with Dan Cuprill. 

The world of investing can be murky. When seeking the help of an Investment professional, how can you know if they are putting your interests before their own? Today we interview Dan Cuprill from Cincinnati, Ohio. Dan is a Certified Financial Planner and Chartered Financial Consultant who has been assisting investors since 1994 with a less-than-common approach of doing so.   In This Episode We Look At: Pros and cons of Wall St. "What does McDonald's have in common with buying stocks?" We'll find out why Dan says, "Everyone I've ever met pays more in taxes than they should." and what taxpayers can do about it. What is a Backdoor Roth IRA?   Today's Resources and Links: The Investment Answer QuizDan.com   One Thing You Can Do Today to Improve Your Financial World: When choosing an investment professional, look for someone who is focused on educating and guiding you instead of focused on selling a product. There should also be a "feel-good" connection between you.   What Are Your Thoughts? If you have a question or comment about today's topic, we invite you to share your thoughts. You can reach us on Facebook, Twitter, or email us.