Negotiating the Deal: Kris Kasturi's Playbook for Landing Billion-Dollar Acquisitions

The Compensation Blueprint Every Advisory Firm Needs with Lee Bugay and Larkin Watson

This episode breaks down one of the biggest challenges in growing a financial advisory firm: compensation. Jon sits down with Lee and Larkin from Bugay, Watson and Associates to talk about how clear career paths, fair pay, and a mindset of generosity can drive growth and keep great talent. They share how they’ve gone from employees to owners, how they’ve built a culture of development, and how they use transparent incentives to help their team advance. Visit www.xfa.coach [http://www.xfa.coach] to learn more.

Negotiating the Deal: Kris Kasturi's Playbook for Landing Billion-Dollar Acquisitions

Dr. Jon Randall sits down with Barron’s Top 100 advisor Kris Kasturi to reveal how his firm acquired over $1B in AUM. Learn how to build a strong pipeline, spot red flags, and structure win-win deals using XFA’s Negotiating Deals Guide. Learn more at www.xfa.coach/podcast [https://www.xfa.coach/podcast].

How Jimmy Evans Sourced $1B+ in Acquisitions Without a Recruiter

Jimmy Evans of Gratium Wealth Planning, a Barron’s Top 100 practice, shares how he sourced over $1B in acquisitions without relying on recruiters. He walks through his journey from early referral-based deals to partnering with leadership teams, leveraging LinkedIn, and hiring a dedicated recruiting director. Packed with insights on culture fit, sourcing strategies, and scaling with intention, this episode is a must-listen for firms looking to grow through M&A. Visit www.xfa.coach [http://www.xfa.coach] to learn more.

10X Growth Without Burnout: How David Wilson Built a $12M Firm by Delegating Clients

Learn how David Wilson scaled his firm from $1.2M to $12M in just four years by mastering advisor capacity and delegating clients. Discover practical insights on building structure, developing talent, and avoiding burnout while growing your business. Check www.xfa.coach [http://www.xfa.coach] to learn more.

Mastering Referrals: How Trevor Shakiba 10x’d His Business

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 [http://www.xfa.coach] to learn more.