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WELCOME The Profit Minds Podcast LISTENERS

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If you're here, you likely heard me on

The Profit Minds Podcast

with Dr. Steven Kirch

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.
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Let’s build a business that scales with purpose.

Apply Now to See If You Qualify

The XFA Scaling Workshop
Join Dr. Jon Randall for a high-impact workshop built for growth-focused advisors. You’ll learn the same proven frameworks that have helped hundreds of firms scale faster, attract ideal clients, and run more profitably.

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