The 2026 XFA Intensive offers an exclusive opportunity for wholesalers to connect with over 150 top-producing and high-performing financial advisors. Each year, the event continues to grow — and based on overwhelming feedback from participants to bring the event to North Carolina, we are expecting an even higher turnout in 2026.
This is not a typical conference where sponsors sit on the sidelines. You’ll be in the room all day, with a dedicated table to showcase your firm, mingling throughout sessions, meals, and networking events. Top-producing advisors will be featured throughout the day, giving you multiple opportunities to engage directly with the most influential professionals in the industry.
Sponsors enjoy prime visibility, a featured speaking opportunity, and a targeted, high-value environment designed to strengthen relationships, elevate your brand, and drive meaningful growth.
Secure your 2026 XFA Intensive sponsorship today and position your firm at the forefront of the advisory community!
eXtraordinary Financial Advisors (XFA) is a premier coaching and consulting firm dedicated to driving exceptional growth and profitability for financial advisors.
Founded by Dr. Jon Randall, a top-ranked consultant at Ameriprise Financial, XFA has a proven track record of success, working with over 300 advisors who collectively produce over $300 million in GDC and manage $38 billion in AUM. Our client base includes top advisors from leading firms such as Ameriprise Financial, Ameritas, and Avantax/Cetera, as well as other independent financial firms. At XFA, we specialize in delivering tailored, results-driven strategies that empower advisors to achieve eXtraordinary growth and elevate their practices to new heights.
Dr. Jon Randall is the founder of eXtraordinary Financial Advisors (XFA), a consulting firm that helps established financial advisors scale smarter and with less stress. With over 25 years of experience as a top-producing advisor and industry consultant, Dr. Jon understands the internal constraints that stall growth. His firm has helped hundreds of advisors—from $250K to $10M+—overcome operational bottlenecks, optimize capacity, and unlock sustainable profitability.
D. Jon is the creator of the XFA Growth Workflow and author of The Extraordinary Financial Advisor Practice. His method focuses on three key constraints that limit advisor growth: capacity, revenue per client, and ineffective growth strategy. He helps advisors reduce client load, raise minimums, simplify delivery, and transition from practitioner to CEO. Through his work, Dr. Jon has empowered both RIAs and enterprise leaders to shift from chaos to control and consistently grow their firms—often by 10X—in as little as three to five years.
XFA TRACK RECORD
In the last 5 years, XFA.COACH has successfully coached advisor practices, helping them achieve eXtraordinary growth of over $100 million in revenue. Our coaching portfolio encompasses practices with a total revenue exceeding $200 million.
350+
FINANCIAL ADVISORS
$1.5+ Billion
REVENUE
$200+ Billion
AUM
TOP XFA ADVISORS ATTENDING THE EVENT
Sponsors will receive a list of the advisors XFA works with.
Jon Kuttin
Kuttin Wealth Management
#1 Producer at Ameriprise
Garrett German
Harvest Wealth Group
#1 Producer at Ameritas
David Wilson
Wilson Wealth Advisors
Top Producer at Ameriprise
Damian Paumi
Wealthspring Financial Advisors
#1 Producer at Avantax/Cetera
Jennifer Marcontell
Marcontell Wealth Management
Top Producer at Ameriprise
SPONSORSHIP PACKAGES
All sponsor levels include a booth set up in the main meeting room with full access to attendees throughout the day. Meals are included, and you will receive the attendee list both before and after the event. Sponsors are positioned in the center of the action, connecting with advisors during sessions, meals, and networking breaks.
Gold Sponsor
$8,000
Speaking spot on the lunch panel (limited availability).
This includes time to speak individually to the full audience, followed by the opportunity to answer questions as part of the panel discussion during lunch. Includes a booth in the main room, attendee list before and after, meals, and up to 3 representatives.
ADVISOR TESTIMONIALS
Andreas Wilder
Managing Partner
Endurance Planning Group
[The XFA Intensive] was extremely helpful because there was a focused process during the day. Many conferences have you bounce your thoughts from topic to topic. I am not interested in details. I want to talk business strategy and how to make massive shifts in my organization. You nailed it.
Jerry Muldoon
Managing Partner
Ascent Financial Partners
The event was fantastic in many ways—one of the best! I usually come out of these sorts of events a bit drained or overwhelmed, but the complete opposite with this. I came away motivated from the process XFA took us through as well as the peer-to-peer interactions.
