How one rebel move landed Nick a $500M+ client — last week.

How one rebel move landed Nick a $500M+ client — last week.

Most advisors say they want to go upmarket.

But then they follow the same tired playbook as everyone else.

Nick didn’t.

Here’s what he did instead:

· He found out a woman was about to be evicted from her home — with her young daughter.

· Her husband had taken out a business loan (without telling her). His business collapsed. She was stuck with t

he consequences.

· Nick stepped in — not for a fee. Not for a headline. Not even as a client.

He just wanted to help.

He spent 20+ hours sorting through her legal, financial, and marital situation.

Why?

His words:

“I solve problems.

I like helping people.

What you put in comes back.”

It may not sound revolutionary.

But how many people actually do this?

Now here’s the kicker:

Nick learned about her situation from a prospect meeting — with her father.

The same man who said, “We’re all set” and told Nick he wouldn’t be switching advisors.

After seeing what Nick did for his daughter?

He moved his entire account over.

He’s worth north of $500M.

When his old firm asked why he left?

“Nick’s more proactive.”

One move. One moment. No pitch deck.

I’ve spent 15 years studying how top advisors land high-net-worth clients like this.

Last week, I put it all into one short guide:

“What It Really Takes to Win Upmarket Clients.”

Want a copy?

Drop a “PDF” in the comments and I’ll send it your way.