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COACHING PROGRAMS

Our results driven coaching programs are focused on growth and profitability designed to grow and elevate your financial advisory capacity. 

WHICH PROGRAM IS FOR YOU?

What is your current revenue?

The XFA team will contact you shortly.

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CORE COACHING 

Core coaching is for financial advisors producing under $1 million in revenue and a minimum of $25 million in AUM. This program caters to dedicated advisors committed to optimizing client opportunities and driving growth by attracting more ideal clients to their practice.

CORE COACHING IS FOR:

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Financial Advisor who offers Financial Planning and Investment Management.

Money

Under $1 Million in revenue.

Minimum $25 Million in AUM.

Stopwatch

Minimum of 1 hour per week to work on implementation and growth of your business.

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Desire to grow more than 30% in a year.

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POWER COACHING 

Power coaching is specifically designed for financial professionals operating within a revenue range of $1 million to $3 million. It is ideal for those with a strong aspiration to achieve growth by strategically optimizing client opportunities, attracting more ideal clients, and advancing their path toward successful mergers and acquisitions.

POWER COACHING IS FOR:

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Financial Advisor who offers Financial Planning and Investment Management.

Money

$1 - $3 Million in revenue.

Stopwatch

Minimum of 1 hour per week to work on implementation and growth of your business.

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Desire to grow more than 30% in a year.

PREMIER COACHING

Premier Coaching is for top-tier financial advisors with a proven track record of generating annual revenues exceeding $3 million. Our program is dedicated to helping advisors who are passionate about optimizing client opportunities, expanding their ideal client portfolio, and successfully implementing merger and acquisition strategies for long-term growth and increased profitability.

PREMIER COACHING IS FOR:

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Financial Advisor who offers Financial Planning and Investment Management.

Money

$3 Million minimum in revenue.

Stopwatch

Minimum of 1 hour per week to work on implementation and growth of your business.

Growth_edited.png

Desire to grow more than 30% in a year.

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