In this episode of 7 Figure Advisor, host Nick sits down with Brant Shrimplin, founder of 626 Financial and author, to explore his journey from getting unexpectedly fired during the 2009 market crash to building a nearly $400M advisory practice. Brant shares the story of how he started his career with a single share of Disney stock as a child, built his business through seminars in his twenties, and eventually expanded into commercial real estate and venture capital. He reveals why he believes advisors should master multiple asset classes to truly serve clients as fiduciaries, discusses his unconventional approach to referrals (hint: stop asking for them), and explains why work-life balance isn't just a nice-to-have—it's the secret to sustained success. Brant also opens up about the importance of friendship, being present, and how turning your values into daily habits can elevate both your happiness and your business results.

Chapters:

• (00:00:00) - Introduction and Getting Fired
• (00:01:00) - The Importance of Friendship in Business and Life
• (00:03:00) - Brant's Early Career and Starting with Disney Stock
• (00:06:00) - Going Independent in 2009
• (00:08:00) - The Day Everything Changed: Getting Fired and Starting 626 Financial
• (00:11:00) - Expanding Beyond Stocks and Bonds: Real Estate and Venture Capital
• (00:13:00) - Current Practice Overview: Nearly $400M Under Management
• (00:17:00) - Advice for New Advisors: Join an Established Team
• (00:20:00) - Breaking Through Ceilings: Learning What You Don't Know
• (00:26:00) - The Right Way to Get Referrals: Stop Pushing
• (00:31:00) - Living with Balance: Turning Values Into Daily Habits

Links and Resources

• Website
• Brant Shrimplin on LinkedIn
• 7 Figure Advisor
• Nick Davies on LinkedIn

Thanks so much for joining us this week. Want to subscribe to 7-Figure Advisor? Have some feedback you’d like to share? Connect with us on Spotify and leave us a review!

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. Most advisors never reach seven figures—not because they lack talent, but because they're chasing someone else's version of success without clarity, which leads to more stress rather than results. This podcast cuts through the noise to deliver real strategies, frameworks, and leadership tools you can apply immediately. Whether you're at $300K, $500K, or already past a million but seeking less complexity and more freedom, you'll hear from advisors who've been there, learn to think like a business owner instead of just a producer, and discover how to build a practice that works with your life, not against it. No investment recommendations or compliance-required content—just pure strategy, growth, leadership, and systems from someone who coaches advisors every day and has spent two decades in financial services worldwide.

Chapters

• (00:00:00) - Welcome to the Seven Figure Advisor Podcast
• (00:00:15) - What It Really Takes to Build a Seven Figure Practice
• (00:01:00) - Why Most Advisors Never Hit Seven Figures
• (00:01:30) - What This Podcast Is (And Isn't) About
• (00:02:00) - Who This Podcast Is For
• (00:02:45) - What You'll Hear on This Show
• (00:03:30) - What You'll Get From This Podcast
• (00:04:30) - Nick's Background and Experience
• (00:05:30) - The Goal: Freedom, Ownership, and Building on Your Terms

Links and Resources

• 7 Figure Advisor
• Nick Davies on LinkedIn

Thanks so much for joining us this week. Want to subscribe to 7-Figure Advisor? Have some feedback you’d like to share? Connect with us on Spotify and leave us a review!

7 Figure Advisor is the go‑to podcast for driven financial advisors on their seven-figure journey who don’t want to compromise their family or their health. Hosted by Nick Davies, each episode explores the essential pillars of sustainable growth: proven strategies for scaling your business, leadership and team‑building best practices, and operational insights. You’ll also gain the mindset shifts that fuel long‑term success. With practical frameworks, real‑world examples, and actionable tactics that can turn you from a great financial advisor into an exceptional business leader - without sacrificing your family, relationships, or health. Go to www.7-FigureAdvisor.com for more info on how to transform your business.