Vern McCarty shares his unconventional approach to building a seven-figure advisory practice while maintaining what matters most—family and presence. From taking a week-long Vegas trip completely sober to implementing systems that allow his assistant to filter 90% of his communications, Vern reveals the mindset shifts and tactical strategies that transformed his business. He breaks down why authenticity beats everything, how to structure your first (or next) strategic assistant hire, and why most advisors struggle with the busy work that kills momentum. Vern also shares his proven referral process that generates consistent introductions, the importance of standard operating procedures at every stage of growth, and why being yourself is the ultimate competitive advantage in a world starving for authenticity.

Chapters:

1. (00:00:00) - Welcoming Vern McCarty to the 7 Figure Advisor
2. (00:01:00) - The Vegas Trip: Staying Sober and Present
3. (00:04:00) - The Power of Presence with Your Kids
4. (00:06:00) - Conference Experience Without Alcohol
5. (00:08:00) - Vern's Business Model: Life Insurance and Living Benefits
6. (00:11:00) - Activity Absorbs Anxiety: Managing Busy Work Early in Your Career
7. (00:13:00) - The Strategic Assistant: Your Most Valuable Hire
8. (00:18:00) - Profit First: Managing Your Business Finances
9. (00:20:00) - Embrace Technology and Authentic Communication
10. (00:23:00) - Be Yourself: The Power of Authenticity in Marketing
11. (00:28:00) - Standard Operating Procedures: The Foundation of Scale
12. (00:31:00) - The Referral Process: Give, Give, Give, Ask
13. (00:36:00) - Never Stop Growing: Personal Development as a Lifelong Journey

Links and Resources

1. Website
2. Vern McCarty on LinkedIn
3. 7 Figure Advisor
4. Nick Davies on LinkedIn

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