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We Work with the Fastest Growing Financial Advisors

XFA Clients have the highest revenue growth every year

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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
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Brandon Hegg
Chief Growth Officer
Jon Randall
PhD Candidate in Performance Psychology
Kimberly Holubec Chief Operations Officer
Kimberly Holubec
Chief Operations Officer
Meredith Ball Chief Marketing Officer
Christy Gross Chief Client Experience
eXtraordinary Financial Advisors (XFA)
Meredith Ball
Chief Marketing Officer
Christy Gross
Chief Client Experience

COACHING TOPICS

Client Experience

Investments

Financial Planning

Risk Management Solutions (Insurance)

Do More with Clients

Target Marketing

Referrals

Client Advisory Boards (CABS)

Events

Center of Influences (COIs)

Attract More Clients, Better Clients

Mergers

Recruiting

Acquisitions

Leveraging Associate Advisors

Mergers & Acquisitions

FREE

Practice Opportunity Analysis

Start your Growth Journey Here

We will be in touch!

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