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

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.