Month: November 2024

Missing out on revenue: how to maximize your lead-to-client conversion (Ep. 22)

Missing out on revenue: how to maximize your lead-to-client conversion (Ep. 22)

What if you could improve your client conversions by focusing on those hidden opportunities in your sales funnel?

Join Kristin Harad as she unpacks how to fine-tune the journey from attracting a lead and onboarding a client.

She shares her four-step system to nurture lead, and accelerate the conversion process. It’s all about engaging clients at each step while avoiding common pitfalls.

Kristin discusses: 

  • The significance  of the lead-to-client conversion funnel
  • Four key steps in your follow-up marketing system
  • The role of lead magnets and nurturing 
  • Strategies for personal communication and engagement in the prospect experience
  • How to  stay top-of-mind for leads and prospects
  • And more!

Connect with Kristin Harad: 

The Power of Investing in Client Experience with John Prendergast (Ep. 21)

The Power of Investing in Client Experience with John Prendergast (Ep. 21)

Advisors often focus on attracting new clients, but the real magic lies in creating lasting relationships through exceptional experiences. Are you treating your clients like “raving fans”? In this episode of the Full Advisor Coaching Podcast, Kristin Harad, alongside her guest John Prendergast, co-founder and CEO of Blueleaf, get excited about the power that comes from focusing on client engagement and satisfaction.  John shares insights on tackling the common challenge that many advisors face—the reluctance to run their business at the expense of client relationships—by employing strategic automation and personalized touchpoints that deepen client engagement and free up valuable time.

Kristin and John discuss:

  • The significance of implementing a “Netflix playbook” for a superior client experience
  • Understanding the role of automated client engagement in boosting your practice
  • Exploring the consequences of passive versus active client communication
  • The importance of transparent service updates in cultivating trust and loyalty
  • And more!

Connect with Kristin Harad: 

Connect with John Prendergast: 

About our Guest: 

John Prendergast is a co-founder of Blueleaf Wealth and is an active startup advisor. He has served as a board member and advisor for venture-backed and bootstrapped companies and has guided them to increased valuations and successful exits for their teams and investors. He is also an experienced entrepreneur and senior executive. His background in banking and wealth management has shaped the vision for Blueleaf.