Podcast Episodes

From Practitioner to Business Owner with Jon Randall, Founder of eXtraordinary Financial Advisors

Episode 243

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 Profitab…

Published on 1 month ago

AI and Sentiment Analysis in Social CRM

Episode 242

Key Highlights from the Episode:

0:00 – Introduction: AI, NLP, and sentiment analysis explained

2:10 – What sentiment analysis is and why it matters for advisors

4:30 – How AI scores positivity, negativ…

Published on 1 month, 1 week ago

Breaking the Status Quo: How Advisors Can Redefine Success

Episode 241

Key Highlights from the Episode:

0:00 – Introduction

3:21 – Professional scarcity: why focusing on fewer clients creates greater impact

5:12 – Shifting from book of business to real business

7:10 – Why c…

Published on 1 month, 1 week ago

Why Most CRMs Fail (and How to Fix Them)

Episode 240

Key Highlights from the Episode:

0:00 – Introduction

0:44 – Future-proofing your CRM and architecting for scalability

2:23 – Why most CRMs fail when firms grow

5:08 – AI in CRMs: more than just dashboard…

Published on 1 month, 2 weeks ago

When Is the Best Time for Financial Advisors to Transition Firms?

Episode 239

Key Highlights from the Episode:

0:00 – Introduction

1:02 – Should I stay or should I go next year?  

2:27 – Why Q4 is often the best time to transition  

3:59 – How holidays and client schedules factor …

Published on 1 month, 2 weeks ago

The #1 Tech Mistake RIAs Make (And How to Fix It)

Episode 238

Key Highlights from the Episode:

2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available

4:45 – How JEDI offers a cost-effective alternative to …

Published on 1 month, 3 weeks ago

Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers

Episode 237

Key highlights from the episode:

0:00 – Introduction  

4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse  

6:45 – Real examples of how inflated promises derail tr…

Published on 1 month, 3 weeks ago

Greatest Hits - How to Build a Practice That Attracts a Premium Buyer

Highlights include:

-The real difference between recurring and advisory revenue - and why it matters for your valuation.

-Why managing client assets yourself can decrease your business’s value.

-Red fla…

Published on 2 months ago

Technology That Builds Value

Episode 236

Other key takeaways include:

-Why scalable systems and automation matter for growth and valuation.

-How poor processes and outdated tech can undermine succession planning.

-The importance of integrating…

Published on 2 months, 1 week ago

Winning High-Net-Worth Clients

Episode 235

Other key takeaways include:

-Why branding and marketing are different, and why you need both.

-How high net worth clients are influenced by your website, social media, and content strategy.

-The role o…

Published on 2 months, 2 weeks ago