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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
Jon Randall
PhD Candidate in Performance Psychology
Kimberly Holubec
Chief Operations Officer
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
Start your Growth Journey Here
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