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 Mark Witt.

This Renegade Advisor Success Story focuses on Mark Witt, Founder and President of Witt Financial Group located in Tennessee, and his journey to hitting $100 AUM and a record-breaking 68% profit margin last year. When COVID-19 limited in-person financial seminars, they employed the growth-building, and now record-breaking, ideas they learned from Dan’s Renegade Advisor program.

Download this whitepaper to learn how his firm grew and broke records.

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