The Client Advocacy Board: A ‘Defibrillator’ for Stagnant Practices with Jon Randall (Part 2)

Written By Hillary Gale

Tune In Now!

 
 

In this episode of The Finance Marketing Podcast, Hillary continues her conversation with Jon Randall, founder of XFA, diving into his "defibrillator technique" for jumpstarting referrals in stagnant practices.

Jon introduces the Client Advocacy Board method, where advisors bring together their best referring clients in virtual meetings to get guidance on how to access more people like them. He shares real examples of advisors who've used this technique to generate 25+ million in new assets annually by letting their clients design their marketing strategy rather than guessing what might work.

Hillary and Jon explore how this approach creates community among clients, takes the guesswork out of marketing, and why even when no good ideas emerge from these meetings, participants typically start referring because they feel valued and understand the advisor's specialization.

Tune in to learn how to identify your true advocates, facilitate these board meetings effectively, and discover why letting your ideal clients guide your growth strategy is far more effective than traditional marketing approaches.

Connect with Jon:

To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.

Join the 7-Day Email List Growth Sprint: https://monetacopy.com/emailsprint

We always appreciate reviews on Apple Podcasts!

Hillary Gale https://www.galecreativeagency.com
Next

The Real Reason Financial Advisors Struggle to Grow with Jon Randall (Part 1)