Transforming Client Connections with Nick Davies

This week, David is joined by Nick Davies, a coach aiming to serve 100,000 advisors in three years. They discuss the importance of masterminds for advisors, emphasizing the need for a relationship-centric approach. Nick shares his journey from banking to coaching, highlighting the significance of people and relationships. They explore the structure of masterminds, recommending a cadence of bi-weekly hour-long meetings for groups of 4-7. Nick also introduces a tool that integrates with CRM systems to help advisors build deeper client relationships through automated prompts and email templates.

In this episode:

• Nick Davies, from Seven Figure Advisor, discusses his ambitious goal of serving 100,000 advisors in three years

• The power of masterminds is explored, highlighting how peer groups can drive business growth and personal development

• A deep dive into relationship-centric business approaches, emphasizing the importance of human connections over purely transactional interactions

• An introduction to a new AI tool designed to help advisors proactively maintain and deepen client relationships

• Nick shares insights from his diverse background, from banking in London to coaching financial advisors, and the key lessons learned about motivation and business success

Connect with Nick:

• Learn more at https://7-figureadvisor.com/

 

About the Model FA Podcast

 

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. 

 

Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. 

 

Our Team:

President of Model FA, David DeCelle

 

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