Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a healthy dose of takeaways and practical ideas for you as you grow your financial planning business.

In this episode, I interview an advisor who started off selling senior trips, became a police officer, and then built a financial planning empire by working with what he knows. Today’s episode is the ultimate power move in niche marketing and explores what it takes to grow, scale, and build a national brand.

What I love about Nick is that he is so self-aware. Nick shares the hard parts about scaling and some of the struggles that come along with moving from advisor to CEO. He discusses how he’s brought in various coaches and mentors to help him avoid mistakes, build up his weaknesses, and strengthen his strengths.

So, if you want to be inspired, convinced to narrow your market, and straight-up impressed, this is the episode for you!

In this discussion, we dig into:

- Transitioning from advisor to CEO
- How to build a trustworthy team
- Proactive hiring
- The benefits of niching down
- Building a national brand

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LINK FROM THIS SHOW

Find out more about Financial Cop Here
Connect with Nick Here

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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221: Growing a National Niche Empire - Advisor Success Story with Guest Nick Daugherty

The Efficient Advisor: Tactical Business Advice for Financial Planners