Dan Cuprill

About Dan Cuprill

How would you feel if I told you that you could make more money spending less on marketing? And that I see people doing it every day. Please reach out and connect with me here or email me at d•••@advisorarchitect.com Time and again, I see Advisors being told by vendors that success means achieving a certain AUM or Sales Goal. But business success is about hitting a PROFIT goal. Product vendors like FMO’s and TAMPS will never tell you this because it conflicts with what’s in their self-interest. Systems create profit, and profit creates the freedom most advisors want as business owners. You can get this started by visiting or reaching out to connect with me here on LinkedIn or emailing me at d•••@advisorsrchitect.com

Experience

1. i Help Financial Advisors Raise their Profit Without Spending a Dollar more on Marketing

   Advisor Architect

   Jan 2015 — Present

   Enlightening Financial Advisors to the “Revenue Myth” of thinking that more revenue means success. This is a common thought error that is influenced by advice from FMOs, Broker-Dealers, Turn-Key Asset Managers, etc. Commonly these vendors are valuable to running your business, however, if you want to have fewer hours in the office, more free time, and more money, you can learn to become a system-based practice.Profit goals, not revenue goals are the keys to a successful business.Check out for a more in-depth look at this myth and what you can do to reach the goals you really want. Please reach out and connect with me here or email me at d•••@advisorarchitect.com

Education

• Northwestern University - Kellogg School of Management

  Master of Business Administration (MBA)

  1992 — 1995

• University of Iowa

  BA

• Northwestern University

  Master of Business Administration - MBA

• University of Iowa

  BA

  1981 — 1985

Skills

• Finance
• Strategic Planning
• Retirement Planning
• Financial Services
• Financial Advisory