Attention: Estate Planning Attorneys...
Click the button below to grab a FREE copy of
The Reluctant Advisor
And Discover Why Attorneys Could Be The Ideal Financial Advisor to Their Clients
Written from the perspective of an attorney speaking to their clients, in this book you'll discover:
- Why you, as your clients' attorney, are uniquely positioned to also be their financial advisor.
- Why your clients need you to be their financial advisor because of all the value you could offer them.
- And why, in this age of crypto, meme stocks, get rich quick schemes, and just overall world complexity, everyone should consider having a financial expert in their corner to help them navigate it all.
Meet the Author, Dan Cuprill, CFP®
Founder, Advisor Architect
Host of The Profitable Advisor Podcast
Million-dollar a year fee-based financial planner who is both reviled and revered within the industry gives away his secrets for generating massive profits without spending a single dime more on marketing. Having taught hundreds of financial advisors how to run their practice in a more profitable and efficient manner through the use of repeatable systems, Dan turned his attention to attorneys. Through his Renegade Attorney program, Dan shows attorneys how to dramatically increase their level of recurring revenue by implementing a financial services division in their practice. This book, The Reluctant Advisor, explains why each of your clients should consider hiring you beyond legal work.
What Other Attorneys Are Saying:
“Implementing Dan’s systems was one of the most powerful steps I took to expand my firm into asset management and financial planning.”
-- Carrie Quraishi, Esq., Quraishi Law Firm & Wealth Management, Jonesboro, AR
“A lot of programs will tell you what to do. Dan’s program does it for you. Almost full implementation. A no-brainer.”
-- Bob Martin, Esq., Martin Law Firm, Wichita, KS
"This book dares to tell the truth. A must read for anyone working with an advisor."
-- Dennis Duffy, Duffy Law Office, Davenport, IA
Dan Cuprill, CFP®
Founder, Advisor Architect
Host of The Profitable Advisor Podcast
Get Daily E-Mail Tips on how to dramatically transform from having a crappy sales job to owning a major profit center
Million-dollar a year fee-based financial planner who is both reviled and revered within the industry gives away his secrets for generating massive profits without spending a single dime more on marketing. Having taught hundreds of financial advisors how to run their practice in a more profitable and efficient manner through the use of repeatable systems, Dan turned his attention to attorneys. Through his Renegade Attorney program, Dan shows attorneys how to dramatically increase their level of recurring revenue by implementing a financial services division in their practice. This book, The Reluctant Advisor, explains why each of your clients should consider hiring you beyond legal work.
