From Practitioner to Business Owner with Jon Randall, Founder of eXtraordinary Financial Advisors
Description
Key Highlights from the Episode:
0:00 – Introduction & Topic Overview
1:15 – The Three Core Constraints Advisors Face
3:40 – Capacity Challenges & Team Leverage
6:10 – Revenue vs AUM: Rethinking Profitability
10:45 – Pricing Psychology & Raising the Floor
15:45 – Deliverables, Value, and Client Experience
20:00 – AI and Technology for Advisor Efficiency
23:00 – Quality Growth Over Quantity
29:20 – The ‘Who Not How’ Mindset & Scaling Leadership
37:00 – Raising Minimums & Continuous Improvement
Resources:
Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com
eXtraordinary Coaching | Free Growth Guide + Resources: https://www.xfa.coach
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners
United States
