Financial advisors, are hidden constraints preventing your practice from scaling?
In this episode of Advisor Talk, Frank LaRosa is joined by Jon Randall, Founder & CEO of eXtraordinary Coaching, to break down the three biggest constraints holding advisors back from growth: capacity, revenue per client, and lack of quality new clients.
From rethinking capacity beyond the owner, to raising the floor on client minimums, to positioning advisory services for true profitability, Jon and Frank share real-world insights on how the most successful practices scale from $1M to $10M+ in revenue.
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:Â https://
Elite Marketing Concepts | Marketing Services for Financial Advisors:Â https://
Elite Advisor Successions | Advisor Mergers and Acquisitions:Â https://
JEDI Database Solutions | Data Intelligence for Advisors:Â https://jedidatabasesolutions.
eXtraordinary Coaching | Free Growth Guide + Resources:Â https://www.xfa.coach
Listen to more Advisor Talk episodes:Â https://
Follow us on LinkedIn:Â https://linkedin.com/company/
