Month: July 2024
Part 1: Conquer LinkedIn – a Guide for Financial Advisors (Ep. 14)

Part 1: Conquer LinkedIn – a Guide for Financial Advisors (Ep. 14)

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Can LinkedIn actually help you level-up your RIA business?

Tune in to the Full Advisor Coaching Podcast as Kristin Harad reveals strategies to optimize your LinkedIn presence, enhance engagement, and grow your advisory business. 

Kristin answers some of the top questions RIA’s ask about LinkedIn and discusses the power of setting up a compelling profile, the importance of professional imagery, and the nuances of content sharing that can make a difference. 

Key Highlights:

  • Professional Profile & Company Page: Establish credibility with well-crafted personal and company pages, professional photos, and visually appealing banners
  • Engagement Tactics: Use the tool as intended to engage with your network through posts, comments, and likes. Plus, hear real-life examples of profile success
  • Personal Branding: Highlight the value you bring and showcase your personality in your profile headline and “About” section
  • Content Strategy: Enhance visibility with blog posts, articles, and videos. Learn about optimal posting times and scheduling tools
  • Video and Content Tips: Ensure accessibility with captions. Balance core content with spontaneous, personal posts
  • Elevating Your Network: Deepen relationships by celebrating others’ achievements & share curated articles with personal commentary
  • Advanced Strategies: Stay tuned for advanced LinkedIn strategies, prospecting, and lead generation in Part 2

 

Resources:

 

Connect with Kristin Harad: 

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The Role of Outsourced CIOs for RIA Leaders’ Growth (& Sanity) (Ep. 13)

The Role of Outsourced CIOs for RIA Leaders’ Growth (& Sanity) (Ep. 13)

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Struggling to balance client demands with business growth and still find time for yourself?

Learn how an outsourced CIO can help!

Kristin Harad welcomes Mario Nardone, CFA, and Eric Stein, CFA, from East Bay Investment Solutions to discuss how outsourced Chief Investment Officer (CIO) services can transform your RIA. If you’re a planning and relationship-focused RIA leader who feels stretched, this episode is for you!  

Discover how a CIO can provide investment management solutions without taking away your control. You’ll gain more free time and improve your work-life balance.

Tune in to find out how to leverage this outsourcing option for your RIA.

 

Key Highlights:

  • Strategic Outsourcing: Access top-tier investment research and support, allowing you to concentrate on client engagement and business expansion
  • Client Success Stories: Hear real-life examples, including a successful generational transition at a long-established RIA and significant growth achieved by new advisors through East Bay’s guidance and support
  • Credibility and Marketing: Enhance your firm’s credibility and marketing efforts, giving you a competitive edge and reassuring clients about expert investment management
  • Educational Support: Learn how East Bay educates new advisors on investment strategies, reducing the training burden on senior advisors and enabling a focus on business growth
  • Avoid Burnout: Discover the benefits of outsourcing to help you focus on the work that fulfills you and keep a balanced lifestyle while managing growth.

For further insights and resources: Subscribe to the Full Advisor Coaching podcast and share it with your network to spread the knowledge and support within the financial advisory community.

 

Resources:

 

Connect with Kristin Harad: 

 

Connect with Mario Nardone and Eric Stein:

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