The Influential Advisor Podcast

← The Influential Advisor Podcast7 aug · 1 u 03 min

117: Jon Randall | Top 50 Most Innovative Voices In Advisor Growth Series

117: Jon Randall | Top 50 Most Innovative Voices In Advisor Growth Series7 aug1 u 03 min

What keeps successful financial advisors from scaling beyond a founder-dependent practice? Dr. Jon Randall, founder of XFA, shares the psychology, systems, and strategic shifts that help advisory firms overcome growth constraints. In this episode of The Influential Advisor Podcast and our Top 50 Most Innovative Voices in Advisor Growth series, Dr. Jon Randall joins Paul G. McManus to discuss why many financial advisors become stuck around $1 million to $1.5 million in revenue and what it tak...