The XFA Scaling Workshop
If your firm should be growing faster but isn't, there's a reason. Most advisors hit ceilings they can't see. This 3-hour workshop is built to identify those constraints and help you break through them. After the workshop, you'll also participate in a personalized Strategy Session with Jon to create your next steps.
About the Scaling Workshop
This is a focused 3-hour workshop where you work directly with Jon Randall to see what's actually slowing your firm down.
You'll walk through practical frameworks that have helped hundreds of advisors:
Grow faster without losing control
Attract better-fit clients
Increase profitability and team effectiveness
By the end, you'll leave with a personalized roadmap and a dedicated Strategy Session to help you put it into action.
CHOOSE YOUR SCALING WORKSHOP EXPERIENCE
Whether you prefer to join us in person or virtually, both options follow the same proven approach Jon uses with advisory firms nationwide to unlock major growth breakthroughs.
About Your Host
Dr. Jon Randall, Founder of XFA.COACH, is a national presenter, published author, and performance psychology expert. He has helped hundreds of financial advisors scale through acquisitions and intentional strategic growth. With decades of experience, Jon turns complex challenges into repeatable wins and gives you the tools to grow with confidence.
what you'll get
3-Hour Workshop
Work directly with Jon to identify hidden bottlenecks, uncover growth opportunities, and build a roadmap for growth.
Proven Frameworks
Discover the systems that have helped advisors under Jon's mentorship accelerate growth, attract better clients, and strengthen their teams.
Exclusive Access
Each workshop is intentionally limited to a small group of qualified advisors for focused conversations, depth, and high-impact collaboration.
Strategy Session
After the workshop, meet one-on-one with Jon to review your opportunities, discuss next steps, and create an actionable plan for your firm.
Not sure if this SCALING workshop is right for you?
If you want to confirm the workshop is a good fit, book a quick call with our team. We’ll learn about your goals, explain what to expect, and help you decide if it’s the right move. No pressure.
What Advisors Say About This
David G. Wilson
Wilson Wealth Advisors
Christopher Fucci
Three Generations Financial
Laura Rehbein
Impavid Wealth Advisors
Kris Kasturi
Gratium Wealth Planning
“It was one of the most impactful meetings I’ve ever attended. I truly believe it will change the trajectory of my career and possibly my life. The conversations were visionary, thought-provoking, and incredibly useful.”
“It’s rare to be in such a small room with respected CEOs and advisors openly sharing best practices. The connections and insights were invaluable...This workshop hit me harder than any large conference ever has. Jon puts the data right in front of you and helps you own it."
“The biggest 'aha' moment was realizing how many mistakes we could have avoided if I had attended this workshop 15 years ago. If you can avoid even one mistake, the value is tremendous.”
“You’re not just sitting in a big group listening, you’re in a small setting where we really spent time on each business.”
"Jon has been instrumental, an amazing resource, a broker of ideas, talent, and best practices."
It’s a workshop for real growth
Work directly with Jon to uncover hidden constraints and use proven frameworks to scale smarter and faster. Your registration includes a 3-hour workshop and a personalized Strategy Session to help you move forward with clarity and confidence.
See the experience for yourself
From small-group strategy sessions to live coaching moments with Jon, these images show exactly how hands-on and collaborative the workshop is. This isn’t a conference. It’s a room built for real conversations and real breakthroughs.
FAQs
Get answers to your questions about this workshop here
Who is this workshop for?
Financial advisors who want clearer direction, better systems, and a more scalable firm. If your growth feels slower than it should be or you’re unsure what to fix next, this workshop is designed for you.
How much does it cost, and what’s included?
The workshop is $199 and includes the full 3-hour workshop plus a personalized Strategy Session with Jon following the event.
Is the workshop personalized?
Yes. You’ll complete a short pre-work assignment before the workshop. Jon uses your answers to tailor the coaching to your exact structure, challenges, and goals. Nothing is generic.
When are the upcoming workshop dates?
Tuesday, July 21, 2026 | Virtual | 11:00 AM – 2:30 PM ET
Thursday, August 27, 2026 | Virtual | 11:00 AM – 2:30 PM ET
Tuesday, September 15, 2026 | Virtual | 11:00 AM – 2:30 PM ET
Tuesday, September 29, 2026 | Virtual | 10:00 AM – 1:30 PM ET
What happens after I sign up?
You’ll receive a confirmation email with all the details you need for your workshop day. The XFA team will also reach out if anything else is required.
What if I need to cancel or reschedule?
You can move your seat to a future workshop date. Just email us at team@xfa.coach and they’ll take care of the rest.