July 2024 – Full Advisor Coaching

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

By Full Advisor Coaching | July 24, 2024

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:

Ep.9: Why You Don’t Have To Be Perfect To Grow Your RIA
Ep.10: How to Use Video Effectively in Advisor Marketing
Canva.com – Search for Linkedin Background Photo / Linkedin Banner Template
Upwork.com – Hire a freelancer

Connect with Kristin Harad:

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

By Full Advisor Coaching | July 10, 2024

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: