The Influential Advisor

026: The Financial Advisor's Journey to Extraordinary Growth: A Conversation with Jon Randall


Listen Later

In this episode of The Million Dollar Producers Show, I speak with Jon Randall, the founder of Extraordinary Financial Advisors. Jon discusses the different stages of growth for financial advisors and the challenges they face when going from one million to five million in revenue.

[Main Takeaways]

- Jon's background as a financial advisor and how he became involved in coaching and consulting for other advisors.

- The different stages of growth for financial advisors, with a focus on the transition from one million to five million in revenue.

- The need for other people on the team to help with client acquisition and servicing as a key difference between the stages of growth.

- Introduction to the Financial Advisor Success Syndicate, an initiative to provide value and guidance to financial advisors.

- The importance of writing a book in establishing credibility and differentiation for financial advisors. Jon shares his own experience of writing "Attract More Clients Better Clients" and how it has helped him establish authority in the industry.

- Discussion on the potential benefits of a book for larger firms with multiple advisors, such as consistency of messaging and establishing credibility.

- Offer of a free custom growth guide for financial advisors looking to grow their practice, with personalized guidance on their growth path.

- Importance of continuous improvement, sharing best practices, and leveraging resources like books in order to grow and establish oneself as extraordinary in the industry.

About Our Guest: Jon Randall
LinkedIn: https://www.linkedin.com/in/jonrandallcmc/
Website: https://www.xfa.coach/
Financial Advisor Success Syndicate (FASS): https://joinfass.com/

About Your Host:  Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.

As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clients

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com

Claim your free audiobook copy at: www.theshortbookformula.com

Support the show

...more
View all episodesView all episodes
Download on the App Store

The Influential AdvisorBy Paul G. McManus

  • 5
  • 5
  • 5
  • 5
  • 5

5

3 ratings


More shows like The Influential Advisor

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

733 Listeners

The Cardone Zone by Grant Cardone

The Cardone Zone

3,913 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

504 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

417 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters by Dan Sullivan and Shannon Waller

Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters

127 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,429 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

279 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

562 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,992 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,045 Listeners

The Long View by Morningstar

The Long View

880 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

118 Listeners