XFA Elite Deep Dive

XFA ELITE DEEP DIVE

WORKSHOP PREP

Please complete all 3 prep items at least 30 days before your workshop date to ensure we can fully analyze your practice and tailor the experience to you. Arrive ready to dive deep and plan your next phase of growth!

Growth Guide

Part 1:

Share details about your practice so we can identify key constraints and recommend targeted solutions.

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SOAR Tool

Part 2:

Reflect on your business and clarify your path forward through guided strategic planning.

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Revenue & Expenses

Part 3:

Analyze your practice’s financials to determine profitability and uncover areas for improvement.

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