Month: October 2024
The Story Your Data Tells with Erica Pauly (Ep. 20)

The Story Your Data Tells with Erica Pauly (Ep. 20)

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Tracking and learning from data might seem intimidating, but it holds the insights that can propel your growth.  

What if instead of fearing it, you looked at the story your data tells? 

In this episode of Full Advisor Coaching, Kristin Harad sits down with Erica Pauly, founder of Track That Advisor, to explore how understanding and leveraging measurements can help you achieve your goals. With a focus on growth strategies for financial advisors, Erica reveals how to make tracking fun and valuable, digging into the metrics that matter and how they can help you create version 2.0 of your RIA.

Discover how to be the protagonist in your data story and harness the power of numbers to inform your business development efforts, increase efficiency, and enhance your client experience.

Kristin and Erica discuss: 

  • Measurements such as stick rates, close rates, and average case sizes 
  • The importance of follow-up and how timely communication shifts the outcome of the prospect story
  • Defining who a qualified lead is to ensure effective use of marketing resources, especially across teams
  • Strategies for engaging existing clients and generating revenue through client referrals
  • How to use data to make informed decisions about hiring, marketing, and pricing
  • And more!

Resources:

Connect with Kristin Harad: 

Connect with Erica Pauly:

About our Guest: 

Erica Pauly graduated from Colorado State University with a Bachelor’s Degree in Rhetoric and Composition. She is an avid runner who enjoys running half marathons and the occasional full marathon. She resides in Gilbert, AZ with her husband (Brent) of 15 years, son (Triston), and daughters (Fiona and Eden).

When she’s not staring at and analyzing data sheets, she can be found outside while homeschooling her three children. She believes that nature and literature are the best teachers of all and that play, wonder, and curiosity are the baseline to growth understanding, problem-solving, and work ethic (after all, that’s how Track That Advisor began in the first place…a healthy dose of wonder and curiosity). The Paulys are active members of their local church and have a huge heart for missions, both overseas and local.

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Become Unstoppable: How To Pair Purpose with Profits (Ep. 19)

Become Unstoppable: How To Pair Purpose with Profits (Ep. 19)

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Imagine building a business that not only thrives but also leaves a lasting impact on your community.

In this inspiring episode of Full Advisor Coaching, host Kristin Harad speaks with Derrick Kinney, a former financial advisor and CEO who successfully built and sold a multimillion-dollar advisory business. Derrick shares his personal journey and discusses actionable strategies to help financial advisors stand out by building trust quickly, connecting deeply with clients, and integrating causes they care about into their business model. Packed with practical tips, this episode is perfect for advisors looking to build lasting client relationships while creating a purpose-driven business.

Key Highlights:

  • Build Trust Through Shared Values: Derrick explains how understanding and connecting with clients over shared values can help financial advisors foster deeper, more enduring relationships
  • Align Your Business with a Cause: Advocating for “radical generosity,” Derrick shows how aligning your business with a meaningful cause can attract like-minded clients and give greater meaning to your work
  • Purpose-Driven Marketing: Derrick stresses the importance of shifting from generic job titles to problem-solving conversations, using storytelling to build client trust and create emotional connections
  • Empowering Your Team: Ensure your entire team is aligned with your key messaging. Derrick shares tips on how to train your team to consistently communicate your firm’s mission, which enhances client engagement and brand cohesion
  • Passion-Driven Success: Derrick demonstrates how integrating personal passions into your business model not only helps differentiate your brand but also strengthens relationships with clients who value authenticity and purpose

For more insights, tune in to the episode and start aligning your business with what matters most.

Resources:

Connect with Kristin Harad: 

Connect with Derrick Kinney: 

About our Guest: 

Derrick Kinney is changing how you feel about money. He believes money is not bad and good people should have more of it. Derrick is the author of the Wall Street Journal and USA TODAY national bestseller, Good Money Revolution. 

After applying these proven principles with thousands of clients, Derrick sold his multimillion-dollar financial advisory business to teach these success principles to all financial advisors. As CEO of Success for Advisors, Derrick and his team teach independent financial advisors a 5-step marketing framework to build 7-figure businesses that impact the world.

Known for making complex financial and business topics easy to understand, Derrick has been interviewed on CNBC, FOX News, CNN, FOX Business, Yahoo Finance!, PBS, Wall Street Journal, among others. As host of the top-rated Good Money podcast, he inspires business owners and entrepreneurs to make more money to do more good. His guests include Matthew McConaughey, Mel Robbins, Ed Mylett, Jon Gordon, Daymond John, and Sharon McMahon.

Recently Derrick set a big goal to positively impact one-million teens by giving them money, business, and life skills that aren’t taught in schools. As a passion project, he founded SimpleTeenSuccess.com, a new online program for teens to become money and business smart, build trust with adults, and stand out for the best opportunities.

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