If you’ve ever tracked client numbers with precision but “winged it” in your own business, this episode is your reset. Nick breaks down a simple, repeatable AUM sprint framework that helps financial advisors set a clear net-new AUM target, convert it into weekly activity numbers (prospects, reach-outs, meetings held), and build accountability so the system runs even when motivation dips. The goal isn’t to magically jump from 1 to 10—it’s to master the 1–10 process, trade up on the basics, and create a rhythm that produces consistent growth without sacrificing family, health, or relationships.

Chapters:

• (00:00:00) - Fall in love with the 1–10 process (results come from the steps)
• (00:01:00) - Precision for clients vs. precision for your own business
• (00:02:10) - Continuous improvement: “The basics aren’t for beginners”
• (00:03:15) - Why a 60-day sprint compresses time and produces faster learning
• (00:04:20) - Sprint math overview: clarity → strategy → accountability
• (00:05:20) - Measure net-new AUM (not total AUM) to avoid market noise
• (00:06:10) - Break the goal into case size, close rate, and meeting needs
• (00:07:05) - Weekly scoreboard: reach-outs → meetings booked → meetings held → closes → net-new AUM
• (00:08:00) - Ownership and accountability: stop making it depend on your willpower
• (00:09:00) - Build a daily rhythm so growth becomes automatic

Links and Resources

• 7 Figure Advisor
• Nick Davies on LinkedIn

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