This episode breaks down one of the biggest challenges in growing a financial advisory firm: compensation. Jon sits down with Lee and Larkin from Bugay, Watson and Associates to talk about how clear career paths, fair pay, and a mindset of generosity can drive growth and keep great talent. They share how they’ve gone from employees to owners, how they’ve built a culture of development, and how they use transparent incentives to help their team advance. Visit www.xfa.coach to learn more.

Dr. Jon Randall sits down with Barron’s Top 100 advisor Kris Kasturi to reveal how his firm acquired over $1B in AUM. Learn how to build a strong pipeline, spot red flags, and structure win-win deals using XFA’s Negotiating Deals Guide.

Learn more at www.xfa.coach/podcast.

Jimmy Evans of Gratium Wealth Planning, a Barron’s Top 100 practice, shares how he sourced over $1B in acquisitions without relying on recruiters. He walks through his journey from early referral-based deals to partnering with leadership teams, leveraging LinkedIn, and hiring a dedicated recruiting director. Packed with insights on culture fit, sourcing strategies, and scaling with intention, this episode is a must-listen for firms looking to grow through M&A. Visit www.xfa.coach to learn more.

Learn how David Wilson scaled his firm from $1.2M to $12M in just four years by mastering advisor capacity and delegating clients. Discover practical insights on building structure, developing talent, and avoiding burnout while growing your business. Check www.xfa.coach to learn more.

Trevor Shakiba shares how he 10x’d his business through organic referrals, a simple IPO system, and targeted events, scaling to an eight-figure exit. Get practical insights on building consistent growth without acquisitions. Visit www.xfa.coach to learn more.

Advisors often struggle with client acquisition because they haven’t nailed their niche. In this episode, Jen Osgood shares how she narrowed her focus to charities and high-level executives, built deeper relationships, and attracted more ideal clients. She also breaks down how tools like Client Advocacy Boards and targeted events can open doors, create referrals, and make scaling easier. Visit www.xfa.coach to learn more!

Jennifer Marcontell, one of Barron’s Top 100 Women Advisors, shares how she brings in over $100 million in new assets every year using a referral-driven model. Discover how she attracts ideal clients, builds strong partnerships, and creates a system for steady, organic growth. Visit www.xfa.coach to learn more!