Make Your Practice eXtraordinary
We help growing financial advisors simplify, clarify, and accelerate their growth path
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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
Kimberly Holubec
Chief Operations Officer
