How Nick Davidson Generated $600K+ in AUM and $46K in Premiums—All While Booking Appointments From the Beach

Meet Nick Davidson, LUTCF
Minnesota-Based Financial Advisor for Medical Professionals
Nick built his business the old-school way: in-person meetings, coffee shop conversations, and firm handshakes. It worked well—until it didn’t.

When face-to-face meetings became less reliable and harder to scale, Nick knew he needed a new strategy. He wanted to keep growing, but without sacrificing the personal connection that had always made his business stand out.That’s when he turned to LinkedIn—and to Ascend.

The Challenge
Nick had already dabbled in LinkedIn outreach and thought he was doing pretty well. In fact, his firm even had him train some of the other reps. But after speaking with the team at Advisorist, he realized his numbers weren’t just average—they were far below what was possible.

“I thought I was doing great until I found out what others were getting in a day. It was taking me two weeks.”

Nick also wasn’t sure about shifting his entire approach to a virtual-first model. He valued eye contact and real conversations. But the more he learned, the more he saw the upside. Virtual didn’t have to mean impersonal—it could actually make his process more efficient and scalable without losing the human touch.

The Solution
Nick joined the Ascend program and launched his first campaign. With a specialized niche—accomplished medical professionals—he wanted a system that would allow him to precisely target and resonate with that audience.
That’s exactly what he got.
Using the proven templates, copy reviews, and step-by-step structure inside Ascend, Nick quickly refined his messaging and LinkedIn presence. He started attracting more of the right people, and they weren’t just connecting—they were engaging.
His first 10 appointments all led to follow-up conversations. He saw an 85 percent second-call rate—a signal that he was hitting the right pain points with the right prospects.

The Results
In just five months, Nick achieved:

• $600,000+ in new AUM
  
• $41,000 in life insurance premium
  
• $5,500 in disability insurance premium
  
• A 40%+ connection acceptance rate
  
• An average of 5+ new prospect appointments per week
  

And it wasn’t just the quantity—it was the quality.
Nick’s niche-specific messaging helped him attract high-income professionals like doctors, dentists, and specialists who were a perfect fit for his tax-advantaged income protection strategies.

“They fit squarely into my niche. The system helped me reach the right people with the right message. That’s the difference.”

Best of all? Nick’s calendar started filling—even while he was away. During a vacation with his family in Florida, his automated system booked seven pre-qualified appointments without him lifting a finger.

Why It Worked
Nick wasn’t new to sales. He wasn’t lacking hustle. He simply needed a better system—and a more scalable way to reach his niche.
Ascend gave him the tools, coaching, and structure to:

• Sharpen his message for a very specific audience
  
• Build a repeatable LinkedIn outreach and appointment-setting engine
  
• Show up consistently in front of the right people, in the right way
  
• Let automation handle the busywork, so he could stay focused on clients
  

“I made my money back in the first couple of weeks. But even better than the ROI is the momentum. I haven’t even hit full steam yet—and the results keep compounding.”