Scaling Beyond Solo: Leveraging Teams and Niches for Growth with Samantha Curtin скачать в хорошем качестве

Scaling Beyond Solo: Leveraging Teams and Niches for Growth with Samantha Curtin

Nick Davies sits down with Samantha Curtin of Equitable Advisors to unpack two decades of lessons from building a thriving advisory business. Samantha shares how she evolved from being known as the “life insurance lady” into a trusted, full-service advisor for law enforcement officers and their families. She reveals the power of owning a niche, spelling out your value, and leveraging team expertise to scale sustainably. With candid stories about early struggles, breakthrough moments, and the importance of balance, Samantha offers advisors a roadmap for compounding growth—professionally and personally. Whether you’re just starting out or scaling to seven figures, this episode is packed with real-world wisdom on trust, referrals, and resilience. Chapters: (00:00:00) - Introduction and Sam's Energy on Stage (00:01:00) - How Sam Got Started in the Business (00:05:00) - Mindset: Staying Even Through Highs and Lows (00:08:00) - The Breakthrough: Spelling Out Your Full Value (00:13:00) - Building a Team That Complements Your Expertise (00:16:00) - Relationships Over Spreadsheets (00:18:00) - How Referrals Work in Sam's Niche (Without Asking) (00:22:00) - Advice to Your 10-Year-Self: Stay the Course (00:24:00) - Planning Everything and Making Time for Yourself (00:26:00) - Final Words: Be Proud of What You Do 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 in the comment section! #financialadvisor, #advisorbusiness, #sevenfigureadvisor, #nichemarketing, #scalebusiness, #wealthmanagement, #referrals, #lawenforcementfinance, #lifeinsurance, #financialplanning, #advisorgrowth, #businessmindset, #worklifebalance, #entrepreneurmindset, #teamwork, #scalablebusiness, #leadership, #protectandgrow, #advisorjourney, #successhabits