The 4-Day Work Week That Doubled This Advisor's Impact with Robert Johnson III

by: Nick DaviesPublished on: 20/01/2026

Discover how Robert Johnson III built a 7-figure financial planning practice working just 4 days a week. Learn the counterintuitive strategies that helped him scale while prioritizing family time.

Advisors
The 4-Day Work Week That Doubled This Advisor's Impact with Robert Johnson III

The Biggest Bottleneck in Your Advisory Business Is YOU

by: Nick DaviesPublished on: 16/01/2026

Discover why you're the biggest bottleneck in your advisory business and how to remove constraints blocking your seven-figure growth. Learn the triangle of numbers approach, why your revenue didn't reset to zero, and practical strategies to buy back your time so you can work ON your business instead of just IN it.

Advisors
The Biggest Bottleneck in Your Advisory Business Is YOU

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

by: Nick DaviesPublished 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 DaviesPublished 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