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XFA PODCAST DIRECTORY

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MEET JON RANDALL

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FOUNDER & LEADER OF XFA.COACH

PHD CANDIDATE IN PERFOMANCE PSYCHOLOGY

Jon Randall has been coaching and consulting the fastest growing financial advisors in the industry since 2004. As a transformational leader, he is passionate about making a positive difference in the industry and has received numerous awards, including Outstanding Leader and Consultant of the Year, and is ranked the #1 Consultant for firms that track results. The average production of practices Jon works with has exceeded $5 million. He is a sought-after national presenter at financial service conferences and published author; his book titled Attract More Clients, Better Clients. Prior to coaching, Jon was a seasoned financial advisor where he learned the ins and outs of the industry. Jon is preparing to complete a doctorate in Performance Psychology and currently resides in Greenville, North Carolina with his wife Kathleen and their two sons, James and William.

Mastering Referrals: How Trevor Shakiba 10x’d His Business

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Trevor Shakiba

In this episode, Trevor Shakiba shares how he skyrocketed his advisory firm’s growth by mastering the art of client referrals. Learn the mindset shifts, tactical steps, and relationship strategies he used to 10x his business, all without relying on cold calls or ads. Perfect for advisors looking to build a sustainable referral engine that actually works.

00:00 / 25:25
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