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!