Transforming Client Connections with Nick Davies

Model FA Podcast

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.

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Our Team:

President of Model FA, David DeCelle

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