What XFA Is All About
What XFA Is All About
Jon Randall breaks it down in this quick intro, here’s how we help firms grow with clarity and purpose.
WHAT OUR CLIENTS ARE SAYING
Hear directly from the advisors we’ve helped grow. These short videos share real stories, real results, and real experiences working with XFA.
JON KUTTIN
Kuttin Consulting Group
In 2017, Jon was producing $10M in GDC. By refining his team structure, maximizing capacity, and dialing in on acquisitions, he scaled that to $125M in revenue by 2024.
PETE WILDER
Endurance Planning Group
From $500K GDC in October 2016 to over $9M by the end of 2024, Pete executed all the methods doing more with clients, attracting more (and better) clients, and leveraging mergers & acquisitions.
LEE BUGAY
Bugay Watson & Associates
With Jon Randall’s coaching, Lee Bugay scaled Bugay Watson & Associates from $1.8M to $4.2M in six years and landed a spot on AdvisorHub’s Top 50 Next Gen Advisors list.
DAVE WILSON
Wilson Wealth Advisors
In September 2019, Dave produced $1.2M of annual revenue. By mastering acquisitions and scaling smart, he grew to $15M of recurring revenue by 2024.
TRE CARRUTHERS
Inclusive Wealth Management
In 2019, Tre was at $550K GDC. By working with Jon Randall and focusing on leadership and team development, he scaled to $1.2M by 2024 through consistent organic growth.
ANDREAS WILDER
Endurance Planning Group
From $500K of production in 2019 to $9M by the end of 2024, Andreas scaled through Client Optimization, Ideal Client Targeting, Scale, and Mergers & Acquisitions.
TREVOR SHAKIBA
Shakiba Capital
In 2009, Trevor was at $250K in revenue. By 2019, he hit $2.6M through organic growth and targeted marketing, no mergers or acquisitions. He later sold his practice for a record multiple thanks to strong profitability.
JENN OSGOOD
Osgood and Associates
Jenn Osgood partnered with Jon Randall to scale her business. With his guidance, she streamlined her operations and team, leading to consistent growth year over year.
BEN RUSSELL
Marblestone Wealth
Ben Russell scaled by developing laser focus with Jon Randall, cutting the noise, doubling down on what mattered, and driving serious results.
GEORGE PITTAOULIS
GenFocus Wealth Advisors
What George Pittaoulis loved most about working with XFA was Jon and his team's energy, love, and passion. That support helped him scale while staying true to what matters most.
FRANK D'ERASMO
Lionheart Wealth Management
Frank D’Erasmo’s biggest takeaway from working with Jon was finally figuring out how to scale. With the right strategy and guidance, he gained the clarity and direction to grow with confidence.
Be eXtraordinary!
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