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How Financial Advisors Can Become Their Own Wealthiest Client

Mike Langford
Jun 2, 2020

A financial advisory business should be managed to generate a healthy profit. That seems like a reasonable suggestion that few would argue. Yet, according to my guest on this week's episode of the Modern Financial Advisor Podcast many financial advisors are leaving a large amount of profit on the table. Dan Cuprill of Advisor Architect (and host of The Profitable Advisor Podcast) explains that advisors often focus too much of their attention on top-line growth and high-priced overhead expenses that aren't translating to profit.

To listen to the episode simply click play on the audio stream below or listen and subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Podcasts, Alexa,  SoundCloud, Stitcher, and TuneIn.

Audio Stream

Resources Related to this Episode:
Below are a few additional resources to explore. If you haven't done so already, you should take advantage of TruePerformance and generate your eValuation Report. It's a great place to start if you are serious about improving your business.

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above

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