Dan Cuprill, CFP© is the Founder and Chief Profit Pundit of Advisor Architect. In 2016, Dan launched Advisor Architect because he grew tired of the BS product vendors like FMO’s, Broker-Dealers, and Turn-Key Asset Managers were spewing to their advisors. His advice? Make your profit the singular focus of your practice. Since then, Dan has helped advisors achieve entrepreneurial freedom by running systems-based profit centers where the willingness to try what works and never, ever give up is what matters most. He calls each of them a “Renegade Advisor.” One Renegade Advisor story is that of Ryan J. Fleming.
Ryan J. Fleming is the President and Founder of The Fleming Financial Group, LLC and a 2001 graduate of the United States Air Force Academy majoring in Business Management. After leaving active military service, Ryan entered the financial services industry, realizing after a few years the best thing for his clients and their future was to start his own firm. In 2009, the Fleming Financial Group, LLC was founded and since then has focused on serving pilots and is known as “The Pilot’s Advisor.” Today, his practice handles over $100 million in assets under management, all fee based.
Download this whitepaper to learn how he scaled his practice.
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