Month: February 2024
Blueprint for Growth: Mapping Your Business Development Ecosystem (Ep. 4)

Blueprint for Growth: Mapping Your Business Development Ecosystem (Ep. 4)

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Is your business truly ready to grow?

Listen in as host Kristin Harad unveils the critical steps to understand and expand your business for achieving growth goals. She stresses the importance of a well-rounded business development ecosystem, encompassing marketing, sales, and client experience.

Key Discussions:

  • Holistic Business Development: Integrating marketing, lead capture, nurturing, prospect and client experiences for a robust growth strategy
  • Revenue Generation Tactics: Techniques to attract new clients, improve conversion rates, and deepen existing client relationships
  • Price Strategy: The underutilized yet effective method of raising prices to increase revenue
  • Ecosystem Interconnectivity: Understanding how each business aspect, from first contact to referrals, is interlinked
  • Team Involvement in Growth: Transitioning from single-person dependency to a team-oriented approach in business development
  • Customer Journey Mapping: Defining team roles in various stages of the client journey
  • Identifying Opportunities: Spotting revenue leaks, utilizing technology and leveraging client referral 
  • Prioritizing for Impact: Involving the whole team in strategic planning for business development
  • And much more!

Connect with Kristin Harad: 

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The Art of Clarity, Confidence, and Fulfillment (Ep. 3)

The Art of Clarity, Confidence, and Fulfillment (Ep. 3)

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Is clarity the key to success in RIA leadership?

Strap in to discover the power of clarity in RIA leadership in this engaging episode of the Full Advisor Coaching Podcast. Join Kristin Harad, the visionary behind the Full Advisor Fundamentals Program, as she unveils a roadmap to success for RIA leaders. This comprehensive year-long program is built on three pillars: achieving clarity, cultivating confidence, and finding fulfillment. Dive into the journey of aligning actions with goals, addressing the challenges of overwhelming choices and scattered focus in the RIA sector.

Key Highlights:

  • Achieving Clarity: Understand the vital role of formulating a clear vision for your firm, crucial for decision-making and team alignment
  • The Power of Visualization: Learn how visualization, drawn from Kristin’s athletic and professional experiences, can be a powerful tool in articulating your vision
  • Values Exercise: Explore the importance of defining company values, and how this exercise shapes corporate culture and operations
  • Connecting with the Future Vision: Dive into the significance of emotionally connecting with a future vision
  • Current vs, Aspirational Values: How to use values before and after creating a compelling vision for your company
  • Implementing Vision: Understand how establishing a clear vision based on values is a foundational step in Kristin’s Full Advisor Fundamentals Program for effective decision-making.
  • And much more!

Resources:

Connect with Kristin Harad: 

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Busting the Work-Life Balance Myth: Finding Fulfillment Beyond Professional Success (Ep. 2)

Busting the Work-Life Balance Myth: Finding Fulfillment Beyond Professional Success (Ep. 2)

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Is professional success enough without personal fulfillment?

Kristin Harad explores this question in the second segment of the Full Advisor Coaching Podcast. Her coaching method, specially designed for financial advisors who are entrepreneurs, emphasizes a harmonious blend of professional achievements and personal satisfaction.

Key Highlights:

  • Full Advisor Coaching Defined: A synergistic mix of marketing, business, and life coaching to empower financial advisors
  • Identifying Three Advisor Types:
    • Entrepreneurial Advisors: Building businesses from scratch and scaling operations
    • Second-Generation Leadership: Taking over from founders, blending legacy with innovation
    • Advisors Breaking Away: Transitioning to independent RIAs, adapting to new operational styles
  • Adapting to Change: Embracing new technologies, evolving client needs, and innovative business strategies
  • The Integrated Life Approach: Beyond balancing work and life, achieving a seamless integration of personal and professional worlds
  • Kristin’s Coaching Impact: Guiding advisors to align their business objectives with personal goals
  • And much more!

Connect with Kristin Harad: 

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Redefining Success as a Blend of Fulfillment and Freedom (Ep. 1)

Redefining Success as a Blend of Fulfillment and Freedom (Ep. 1)

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Welcome to the first episode of Full Advisor Coaching – The Podcast. 

Join us for an inspiring journey as Kristin Harad’s journey unfolds. From institutional trust work to direct marketing, guided by the inspiration of Stan Rapp and Thomas Collin’s book, Beyond MaxiMarketing. Her story challenges the notion that financial careers must always start with a rigid plan, showcasing the beauty of unexpected beginnings. 

Kristin’s journey sparks the desire for a dynamic and purpose-driven career, showcasing the possibilities of evolving from one role to another while staying true to your passion.

Key Highlights:

  • Gaining invaluable insights into personal finance marketing at Gray Direct
  • Evolving from a marketing professional to a financial advisor, integrating her skills with a passion for making a direct impact on consumers
  • Launching her own RIA firm in 2006, where she marries financial advice with life coaching
  • Expanding her influence by transitioning to coaching for financial advisors, capitalizing on her unique niche in marketing and business development
  • Embracing a balanced life philosophy, juggling big-picture aspirations with daily joys, including fitness routines and culinary adventures
  • Redefining success as a blend of fulfillment and freedom, and sharing her insights on risk-taking and personal growth
  • And much more!

Resources:

Connect with Kristin Harad: 

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