01
3-Hour Workshop
Work directly with Jon to identify hidden bottlenecks, uncover growth opportunities, and build a roadmap for growth.
Advisor Growth Intensive
The XFA Scaling Workshop
If your firm should be growing faster but isn't, there's a reason. Most advisors hit ceilings they can't see. This 3-hour workshop helps identify those constraints, break through them, and turn your next steps into a personalized roadmap with Jon.
$199 includes the 3-hour workshop and a complimentary Strategy Session with Jon.
Virtual
Small-group focus
Personalized follow-up
$199
3-hour workshop plus Strategy Session
Watch First
See why this experience was built for serious advisor growth.
Before you reserve your spot, get a clearer feel for Jon's approach, the problems this solves, and what the experience is designed to unlock.
Learn what hidden constraints can quietly cap growth.
See how the workshop turns broad goals into a practical roadmap.
Understand what happens before, during, and after your session.
Start Here
02
Proven Frameworks
Discover the systems that have helped advisors under Jon's mentorship accelerate growth, attract better clients, and strengthen their teams.
03
Exclusive Access
Each workshop is intentionally limited to a small group of qualified advisors for focused conversations, depth, and high-impact collaboration.
04
Strategy Session
After the workshop, meet one-on-one with Jon to review your opportunities, discuss next steps, and create an actionable plan for your firm.
Upcoming Dates
Reserve your virtual workshop seat.
Your registration includes the full workshop plus a personalized Strategy Session with Jon following the event.
Tuesday, July 21, 202611:00 AM - 2:30 PM ETVirtual
Thursday, August 27, 202611:00 AM - 2:30 PM ETVirtual
Tuesday, September 22, 202611:00 AM - 2:00 PM ETVirtual
Tuesday, October 6, 202610:00 AM - 1:00 PM ETVirtual
Choose the date that fits best. Each workshop is kept focused so Jon can tailor the conversation to the advisors in the room.
Complimentary Strategy Session
Turn the workshop into a personalized next-step plan.
After the Scaling Workshop, you will have a complimentary Strategy Session to review what surfaced, clarify the highest-leverage opportunities, and turn the workshop into a practical next-step plan for your firm.
Review your constraintsTalk through what is slowing growth and where the biggest leverage sits.
Prioritize next stepsLeave with clearer direction on what to fix first and what can wait.
Make it personalApply the workshop frameworks to your structure, goals, and team reality.
About Your Host
Dr. Jon Randall helps advisors turn complex challenges into repeatable wins.
Dr. Jon Randall, Founder of XFA.COACH, is a national presenter, published author, and performance psychology expert. He has helped hundreds of financial advisors scale through acquisitions and intentional strategic growth. With decades of experience, Jon gives you the tools to grow with confidence.
Proven Results
Real growth. Real advisors. Real proof.
XFA.COACH has helped advisor practices create meaningful growth, improve capacity, and build stronger businesses with coaching that moves beyond ideas into implementation.
Tre Carruthers
Inclusive Wealth Management
Scaled from $550K GDC in 2019 to $1.2M by 2024 through leadership, team development, and organic growth.
Jenn Osgood
Osgood and Associates
Partnered with Jon Randall to streamline operations and team structure, supporting consistent year-over-year growth.
Pete Wilder
Endurance Planning Group
Went from $500K GDC in October 2016 to over $9M by the end of 2024 through better clients, stronger client work, and M&A.
★★★★★
"Jon Randall is an exceptional leader with a great team. He's elevated our firm to new levels with his personalized guidance and advice."
Joseph Schmerling★★★★★
"The sessions covered relevant topics and gave me ideas I can actually use in my practice. Definitely recommend it."
Kenney Salas★★★★★
"XFA has been an incredible resource helping my practice and team grow. Jon and his team always bring the latest ideas and technology."
Chris FucciIs This Right For You?
Not sure if this Scaling Workshop is right for you?
If you want to confirm the workshop is a good fit, book a quick call with our team. We'll learn about your goals, explain what to expect, and help you decide if it's the right move. No pressure.
Your firm is growing, but slower than it should be.
You want clearer direction on what to fix next.
You need better systems, stronger client selection, or a cleaner team structure.
You want a practical plan instead of another generic training session.
See the Experience
Built for real conversations and real breakthroughs.
From small-group strategy sessions to live coaching moments with Jon, these images show how hands-on and collaborative the workshop is. This isn't a conference. It's a room built for meaningful growth work.
Focused advisor conversationsSmall-room strategy work built for depth.
Collaborative strategy workReal-time insight from advisors solving similar growth constraints.
High-impact coaching momentsFocused coaching that turns ideas into next steps.
Rooms designed for depthNot a conference. A working session for real decisions.
Frameworks in actionUse proven structure to uncover what is actually limiting growth.
Advisor growth communityA room of growth-minded firms working on the next level.
Momentum after the sessionLeave with clarity, confidence, and a roadmap to keep moving.
Ready to Choose Your Date?
Reserve your seat and leave with a sharper growth plan.
Work directly with Jon to uncover hidden constraints and use proven frameworks to scale smarter and faster. Your registration includes a 3-hour workshop and a personalized Strategy Session to help you move forward with clarity and confidence.
FAQs
Get answers to your questions about this workshop.
The Scaling Workshop is designed to be focused, practical, and easy to join.
Who is this workshop for?
Financial advisors who want clearer direction, better systems, and a more scalable firm. If your growth feels slower than it should be or you're unsure what to fix next, this workshop is designed for you.
How much does it cost, and what's included?
The workshop is $199 and includes the full 3-hour workshop plus a personalized Strategy Session with Jon following the event.
Is the workshop personalized?
Yes. You'll complete a short pre-work assignment before the workshop. Jon uses your answers to tailor the coaching to your exact structure, challenges, and goals. Nothing is generic.
When are the upcoming workshop dates?
Thursday, August 27, 2026 | Virtual | 11:00 AM - 2:30 PM ET
Tuesday, September 22, 2026 | Virtual | 11:00 AM - 2:00 PM ET
Tuesday, October 6, 2026 | Virtual | 10:00 AM - 1:00 PM ET
What happens after I sign up?
You'll receive a confirmation email with all the details you need for your workshop day. The XFA team will also reach out if anything else is required.
What if I need to cancel or reschedule?
You can move your seat to a future workshop date. Just email us at [email protected] and they'll take care of the rest.