Nick Davies

7 Figure Advisor

Business EN ↓ 30 episodes

7 Figure Advisor” is the go‑to podcast for driven financial advisors on their seven-figure journey who don’t want to compromise their family or their health. Hosted by Nick Davies, each episode explores the essential pillars of sustainable growth: proven strategies for scaling your business, leadership and team‑building best practices, and operational insights. You’ll also gain the mindset shifts that fuel long‑term success. With practical frameworks, real‑world examples, and actionable tactics that can turn you from a great financial advisor into an exceptional business leader - without sacri...

Author

Nick Davies

Category

Business

Latest episode

Jul 7, 2026

Where to listen?

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Episodes

Burn the Boats: Culture, Courage, and Scaling Smarter with Jay Duffy 16.12.2025

Former Prudential regional director Jay Duffy shares his bold decision to walk away from a near-seven-figure guaranteed income to co-found Frame Wealth, a culture-first advisory firm built on ownership, equity, and strategic leverage. In this conversation, Jay breaks down the leadership principles that guided his transition from managing 53 advisors to building his own practice—including why cultu...

What Most Financial Advisors Get Wrong About Work-Life Balance 09.12.2025

In this episode, Nick introduces the Diamond of Success framework—a powerful lens for building a seven-figure advisory business without sacrificing family and health. He breaks down the four critical areas that shape your life: business, relationships, health, and contribution. Most advisors achieve early success by running hard and doing more than others, but eventually that approach runs out and...

What It Really Takes to Build a Seven Figure Advisory Practice 02.12.2025

In this inaugural episode of the Seven Figure Advisor podcast, host Nick introduces a show designed specifically for financial advisors who want to break through to seven figures without sacrificing their family and health. Most advisors never reach seven figures—not because they lack talent, but because they're chasing someone else's version of success without clarity, which leads to more stress...

The 5 Values That Changed Everything for This $400M Advisor Brant Shrimplin 02.12.2025

In this episode of 7 Figure Advisor, host Nick sits down with Brant Shrimplin, founder of 626 Financial and author, to explore his journey from getting unexpectedly fired during the 2009 market crash to building a nearly $400M advisory practice. Brant shares the story of how he started his career with a single share of Disney stock as a child, built his business through seminars in his twenties, a...

Introducing the '7 Figure Advisor' Podcast 14.08.2025

7 Figure Advisor is the go‑to podcast for driven financial advisors on their seven-figure journey who don’t want to compromise their family or their health. Hosted by Nick Davies, each episode explores the essential pillars of sustainable growth: proven strategies for scaling your business, leadership and team‑building best practices, and operational insights. You’ll also gain the mindset shi...

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