XFA Elite Workshop
Join the exclusive XFA Elite Virtual Workshop for just $199.
Personalized Coaching to Scale Smarter, Faster, and More Profitably
Join Jon Randall for a one-day, high-impact virtual strategy session with a small group of top-performing advisors, designed to unlock real breakthroughs in your business.
what you'll get
Personalized Coaching
Work side-by-side with Jon to uncover your firm’s bottlenecks and create tailored solutions, guided by proven frameworks from top advisors.
Small Group, Big Breakthroughs
We’re limiting each workshop to five participants to create the most effective environment for focused, in-depth strategy sessions.
Ideas into Action
You’ll walk away with a step-by-step roadmap tailored to your firm, built during the workshop and immediately ready to implement.
Built on What Works
This is the same process Jon uses with his own coach, Alex Hormozi, and it’s already helped hundreds of advisors scale with confidence.
Apply for the Elite Workshop
Step into an invite-only experience for growth-minded advisors. In this one-day virtual workshop, you’ll work directly with Jon Randall to uncover firm-specific constraints, design elite solutions, and leave with a personalized strategy for scaling profitably. High-touch, high-impact coaching reserved for those ready to lead at the next level.
Special Elite Offer
Our virtual workshops are available for just $199 per seat. Secure your spot today before seats fill up.
What Advisors Say About This Workshop
David G. Wilson
Wilson Wealth Advisors
Christopher Fucci
Three Generations Financial
Laura Rehbein
Impavid Wealth Advisors
Kris Kasturi
Gratium Wealth Planning
“It was one of the most impactful meetings I’ve ever attended. I truly believe it will change the trajectory of my career and possibly my life. The conversations were visionary, thought-provoking, and incredibly useful.”
“It’s rare to be in such a small room with respected CEOs and advisors openly sharing best practices. The connections and insights were invaluable...This workshop hit me harder than any large conference ever has. Jon puts the data right in front of you and helps you own it."
“The biggest 'aha' moment was realizing how many mistakes we could have avoided if I had attended this workshop 15 years ago. If you can avoid even one mistake, the value is tremendous.”
“You’re not just sitting in a big group listening, you’re in a small setting where we really spent time on each business.”
"Jon has been instrumental, an amazing resource, a broker of ideas, talent, and best practices."
FAQs
Get answers to your questions about this workshop here
Who is this workshop for?
This workshop is designed for growth-focused financial advisors, firm owners, and partners who want to break through operational, capacity, or revenue ceilings. It’s especially valuable for those looking for direct, personalized coaching, not surface-level ideas.
What’s included in the $199 fee?
Your fee includes full access to the private coaching virtual workshop, personalized strategy planning with Jon Randall, a pre-work analysis of your firm, customized growth road map and all workshop materials.
How many advisors will be in the room?
Each virtual session is intentionally limited to 10 practices to ensure an interactive setting with real-time strategy and focused collaboration.
What other upcoming workshop dates are available?
- December 4, 2025
- December 18, 2025
- January 29, 2026
- February 12, 2026
- March 12, 2026
- April 2, 2026
- May 14, 2026
- June 9, 2026
- June 25, 2026
What happens after I sign up?
After you register and complete payment, you’ll receive a confirmation email and calendar invite. You’ll also get a pre-work assignment to complete before the event so Jon can prepare for your session.
What if I need to cancel or reschedule?
If something comes up and you need to reschedule at least 30 days before your workshop date, no problem at all we’ll make sure you’re moved into a future session that works for you, depending on availability. Just reach out and we’ll take care of it!