Are you a financial advisor struggling to break through the growth ceiling? Learn how to overcome key obstacles and unlock the path to scaling your practice to new heights.
 
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Dr. Jon Randall, PhD., Founder & Leader of XFA.COACH, who helps financial advisors scale their practices faster and smarter by addressing the hidden bottlenecks holding them back. With over 21 years of consulting experience, Jon has worked with some of the fastest-growing financial practices, helping them optimize client relationships, scale their teams, and boost profitability. In this episode, he reveals how to break free from capacity constraints and implement the right mindset for explosive growth.
 
Key Takeaways:
→ How you must fix all foundational issues before trying to grow your practice.
→ Why many advisors face productivity issues.
→ How advisors need to raise their floor by working with clients that bring in higher revenue per account.
→ Why many advisors hit a growth ceiling at around $1 million in revenue.
→ How maximizing the profitability of current clients is the key to unlocking additional revenue.
 
Dr. Jon Randall has been coaching and consulting the fastest growing financial advisors in the industry since 2004. As a transformational leader, he is passionate about making a positive difference in the industry and has received numerous awards, including Outstanding Leader and Consultant of the Year, and is ranked the #1 Consultant for firms that track results. The average production of practices Jon works with has exceeded $5 million. He is a sought-after national presenter at financial service conferences and published author; his book titled The Extraordinary Financial Advisor Practice. Prior to coaching, Jon was a seasoned financial advisor where he learned the ins and outs of the industry. Jon holds a Doctorate in Performance Psychology and currently resides in Greenville, North Carolina with his wife Kathleen and their two sons, James and William.
 
Connect With Jon:
 
Website:⁠ https://www.xfa.coach/⁠
Instagram:⁠ https://www.instagram.com/xfa.coach⁠
Facebook:⁠ https://www.facebook.com/XFA.COACH⁠
LinkedIn:⁠ https://www.linkedin.com/company/xfa-coach/⁠