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

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