WELCOME INTERNAL USE ONLY LISTENERS
If you're here, you likely heard me on
Internal Use Only with Dan Sullivan
I hope that conversation offered a new perspective on what’s possible for your practice.
After 25+ years coaching financial advisors at every level, one thing is clear: most elite advisors know they’re capable of more.
But something’s getting in the way.
That’s why I started XFA.
We help advisors redesign their practices to scale with them, not against them.
Using proven frameworks built on the theory of constraints, we help unlock growth, from $500K to $5M, $10M to $100M, and beyond.
Too many clients? Missed opportunities? Referral pipeline drying up?
Let’s fix that.
Let’s build a business that scales with purpose.
2
Get a Customized XFA Growth Guide
We’re giving you access to the same tool we use with our top clients: a FREE Growth Guide Assessment, customized for your practice.
✔Uncover untapped revenue already inside your business.
✔ Identify the biggest barriers to scaling faster.
✔ Get a personalized path to $10M+ in GDC
It takes just 2 minutes.
No fluff. Just clear insight, fast.
3
Book a call with the
XFA Team
You’re eligible for a complimentary strategy session, a service typically reserved for our paying XFA clients.
We’ll take a close look at your practice, uncover hidden revenue potential, and build a clear game plan to help you scale smarter. This isn’t a sales pitch—it’s a real, working session.
You’ll get clarity, strategy, and a plan built just for you.