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WELCOME PODCAST LISTENERS
If you're here, you likely heard me on
PODCAST NAME with HOST NAME.
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.
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