Why Your Process Is Broken (And How to Fix It Before You Scale) with Vern McCarty

By: Nick Davies Published on: 07/01/2026

Discover how Vern McCarthy built a seven-figure advisory practice without sacrificing family time. Learn his strategies for hiring a strategic assistant, implementing revenue-generating systems, mastering the art of referrals, and why authenticity is your ultimate competitive advantage. From staying sober in Vegas to filtering 90% of communications, Vern shares the mindset shifts and SOPs that transformed his business while keeping him present for what matters most.

Advisors
Why Your Process Is Broken (And How to Fix It Before You Scale) with Vern McCarty

What Most Financial Advisors Get Wrong About Work-Life Balance

By: Nick Davies Published on: 12/12/2025

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.

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

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

By: Nick Davies Published on: 04/12/2025

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.

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

What It Really Takes to Build a Seven Figure Advisory Practice

By: Nick Davies Published on: 04/12/2025

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.

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