Advisor to Empire: Scaling to $1B+ AUM with Jon Randall скачать в хорошем качестве

Advisor to Empire: Scaling to $1B+ AUM with Jon Randall

Show Notes with Timestamps 00:01 – Introduction to the Build it to Billions Podcast and guest Jon Randall 01:04 – Jon shares his origin story and journey into coaching top financial advisors 02:07 – The #1 constraint to scaling: capacity 04:36 – Defining capacity: Industry stats on clients per advisor and revenue 07:22 – Getting the founder out of client meetings 09:10 – Structuring the billion-dollar model: Comp, hiring, and advisor retention 13:45 – Ideal advisor persona: Farmers over hunters 16:32 – Creating duplicable advisor playbooks and onboarding 18:06 – Revenue per client and client optimization strategies 21:25 – Unlocking AUM growth through capital gains tax planning 24:26 – Estate tax planning and legacy protection 27:28 – The philanthropy gap: 97% of clients want it, only 6% of advisors talk about it 31:28 – What XFA.coach offers and how to access the free growth guide 34:04 – Lightning round: Leadership, curiosity, stewardship, and life advice 🚀 Want to scale your business and achieve billions in value? Get expert strategies from successful entrepreneurs, investors, and industry leaders on the Build it to Billions Podcast. 🎧 Listen to the latest episode and gain insights on: 🔴 Building a successful growth mindset 🔴 Scaling operations for maximum efficiency 🔴 Mastering innovation and leadership strategies 🔴 Proven methods for building wealth and achieving long-term success 📈 Take your business to the next level with actionable advice from some of the world’s top entrepreneurs and thought leaders. 🔗 Check out the latest episodes and learn how to build, scale, and exit like a pro: 👉 Listen Now: Build it to Billions Podcast 🌐 Want personalized guidance? Schedule a strategy call with our experts to discuss your business vision and get tailored growth strategies! 📞 Book a Call: Schedule Here: https://capitalgainstaxsolutions.com/... 📚 Don’t miss our free resources for entrepreneurs: On-demand courses and guides Exclusive interviews and client stories Business growth strategies and tips Join the Build it to Billions community and learn from the best in the business! #Entrepreneurship #BusinessGrowth #PodcastForEntrepreneurs #ScalingBusiness #Leadership #Innovation #WealthBuilding #BillionaireMindset #StartupSuccess #BusinessStrategy #BuildItToBillions #EntrepreneurTips #BusinessLeadership #SuccessMindset #GrowthMindset