top of page

XFA RETREAT 2026   |   FOR ELITE ADVISORS

An Invitation

This fall, XFA is bringing together a small group of top financial advisors for a day of real conversation with Dr. Jon Randall. Before we finalize the details, we want to hear from you.

DATE

Wed, Nov 11

LED BY

Dr. Jon Randall

FORMAT

One curated day

THE EXPERIENCE

More than a meal.

This isn't about the setting. Every detail, from the venue to the group size to the agenda, is chosen to make the conversation better.

Real peers, scaling

A group of advisors who are actually growing their practices, not just watching from the sidelines.

Unscripted time with Jon

Time with Dr. Randall outside the usual coaching format. Real conversation, not a stage performance.

Space to actually think

A day away from the usual noise, built around a shared table and a serious conversation.

THE VENUES

Cast your vote.

Nothing is decided yet. Tell us which one you'd rather be in, and your vote will help us choose.

Venue 1

Napa Valley

Boutique winery, day-long

  • Guided tasting through the estate's library and current releases

  • Private vineyard tour with the winemaker

  • Chef-prepared meal, paired course by course

  • Transportation included for the day

Venue 2

Las Vegas

Bazaar Meat by José Andrés · private room

  • A candid business session with a small group of the sharpest advisors in our network

  • Private room at one of the most talked-about restaurants in the country

  • Full tasting menu with wine pairings

Have a venue in mind that would beat both of these? We're listening.

THE INVESTMENT

Details to follow.

There will be a cost to attend, and we'll share details as they're finalized. Our goal is for this to be worth far more than what you put into it.

Let us know your thoughts!

This is an interest check only. Nothing is booked, and nothing is billed.

bottom of page