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Make Your Practice eXtraordinary 

We help growing financial advisors simplify, clarify, and accelerate their growth path

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FREE

Practice Opportunity Analysis

COACHING TOPICS

Client Experience

Investments

Financial Planning

Risk Management Solutions (Insurance)

Do More with Clients

Attract More Clients,

Better Clients

Target Marketing

Referrals

Events

Client Advisory Boards

    (CABs)

Center of Influences

     (COIs)

Building Culture

Situational Leadership

Performance Management

Compensation Structures

Leadership

Time & Energy Segmentation

Model Week

Delegation Opportunities

Team Roles & Responsibilities

Organization Chart

Effective Team Meetings

Effective 1:1's

Team Retreats

Efficiency &

 Effectiveness

Mergers

Recruiting

Acquisitions

Leveraging Associate Advisors

Mergers &

Acquisitions

ABOUT XFA

Professional Coaching & Consulting

We have been in the financial industry since 1999. Our coaches have over 35 years of financial advising experience and are award-winning coaches and consultants since 2004. Our team coaches some of the largest and fastest-growing financial advisor practices across the country. Helping businesses GROW is our specialty. 

Meet the Team

Brandon Hegg
Chief Growth Officer
Jon Randall
PhD Candidate in Performance Psychology
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Kimberly Holubec
Chief Operations Officer
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Meredith Ball
Chief Marketing Officer
Christy Gross
Chief Client Experience

Start your Growth Journey Here

We will be in touch!

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