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 to learn more.

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.

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 to learn more.