Category: Financial Advisor
Why You Don’t Have To Be Perfect To Grow Your RIA (Ep. 9)

Why You Don’t Have To Be Perfect To Grow Your RIA (Ep. 9)

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Can embracing imperfection be the key to your success in growing your RIA?

Tune in to the Full Advisor Coaching Podcast with Kristin Harad for a compelling exploration of the ‘perfection paradox’ in the financial advice industry. In this episode, Kristin shares how striving for unattainable perfection can impede effective action in areas like niche marketing, content marketing, and SEO. Kristin’s insights offer a practical approach to overcome these challenges and enhance client communication.

Key Highlights:

  • The Perfection Paradox: Kristin shares a personal story that underscores the pressure advisors feel in delivering quality advice while learning how to let go of perfection tendencies.  
  • Action Over Perfection in Content Creation: Discover the value of Seth Godin’s philosophy about prioritizing action over perfection in marketing
  • Balancing Perfection and Practicality: Learn about the ‘implementation gray zone,’ a middle path that emphasizes progress and practical action over perfection
  • Incremental Progress Inspired by Atomic Habits: This segment, inspired by James Clear’s work, discusses the benefits of small, consistent improvements in marketing strategies
  • Quality vs. Perfection in Content Strategy: Explore strategies for developing quality content that’s effective yet not hindered by the quest for perfection
  • Embracing Feedback and Adaptability: Understand the crucial role of feedback and the need for adaptability in client relations for authentic communication
  • And much more!

Resources:

Connect with Kristin Harad: 

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A Financial Advisor’s Guide to SEO Success (Ep. 8)

A Financial Advisor’s Guide to SEO Success (Ep. 8)

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Is your financial advisory firm invisible online? 

Discover how SEO can change that.

Experience a riveting conversation with Kristin Harad and SEO maestro Brent Carnduff in the latest Full Advisor Coaching Podcast episode. Brent, founder of Advisor Rankings, is a former teacher and girl’s basketball coach turned SEO strategist, and he is here to share why the SEO scoreboard can be game-changing for financial advisors. Jump into the nuances of SEO, from evergreen content to “winning” local SEO while you learn about balancing between aesthetics and functionality in website design. 

 Key Highlights:

  • Strategic SEO: Brent discusses the fusion of creativity and analytics in crafting SEO strategies for financial advisors
  • Local SEO Unlocked: Uncover the secrets of local SEO with Brent and learn how mastering your digital footprint can revolutionize your local market presence
  • Website Design Meets SEO: Explore how to strike the perfect balance between a visually appealing website and one that ranks high on search engines
  • The Power of Reviews: Learn how to obtain compliant reviews, particularly for Google Business Profiles
  • Content Authority: Discover the art of establishing content authority and its impact on SEO, featuring practical tips for financial advisors
  • AI in Content Creation: Gain insights on leveraging AI in content creation, blending AI-generated drafts with human expertise for optimal results
  • And much more!

Resources:

  •  Exclusive Offer: 50% discount on the current rate for the first article from Brent’s AI service. At the time of recording, the price is $600 reduced to $300 for podcast listeners. The offer expires on July 31, 2024.

    To redeem mention this podcast when you     schedule a call with Brent

Connect with Kristin Harad: 

Connect with Brent Carnduff: 

About Brent Carnduff:

Brent is the founder of Advisor Rankings. He has an MBA in Financial Planning. specializes in SEO, and has been working with Advisors since 2009. In addition to writing the Advisor Rankings blog, he is a VIP Contributor to the second-largest SEO site in the world – Search Engine Journal – has contributed to XYPN, and has been syndicated on Steamfeed, Business 2 Community, and Advisorpedia. He has presented at XY Planning Network, FinCon, and NAPFA conferences, and appears regularly on industry podcasts and webinars.

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Priorities, Productivity & Presence: The Art of Time Management (Ep. 7)

Priorities, Productivity & Presence: The Art of Time Management (Ep. 7)

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Do you get caught up in maxing out your productivity? 

It’s time to get down to brass tacks with Kristin Harad on the Full Advisor Coaching Podcast. Kristin shares her learning as a student of productivity and effective time management for business owners.  Along with a slew of recommended reading, Kristin shares essential strategies for financial advisors aimed at clarifying priorities, boosting client experience and achieving personal fulfillment.

Key Highlights:

  • Client Experience & Priorities: Kristin connects the dots between client experience and setting your business priorities 
  • The Art of Saying No: Discover the significance of prioritizing tasks and embracing the mantra, “if it’s not an absolute yes, it’s a no”
  • Structured Focus Time: Kristin shares her personal technique of time blocking for creative tasks and maintaining consistent routines
  • Presence in Personal and Professional Life: Kristin’s personal story highlights the power of undivided attention in enhancing life experiences
  • Effective Task Management: Learn the ‘Task Triage System’ for optimal task organization, leveraging technology and team for heightened efficiency
  • And much more!

Resources:

Connect with Kristin Harad: 

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Changing the Conversation in Financial Planning with Colleen Bowler, CFP® (Ep. 6)

Changing the Conversation in Financial Planning with Colleen Bowler, CFP® (Ep. 6)

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How does a client-centered conversation elevate your advisory business? Find out in this compelling episode of Full Advisor Coaching – The Podcast.

Discover the future of financial advising as Kristin Harad welcomes Colleen Bowler, CFP®, esteemed financial advisor and innovator at C & J Innovations, for a conversation that redefines financial guidance.

Key Highlights:

  • Client-First Methodology: Learn Colleen’s approach, prioritizing client life goals over traditional financial planning to change the conversation 
  • Advisory as Life Coaching: Explore how financial advising is embracing a whole person, life-centered approach, especially post-COVID-19
  • Innovative Passport Package: Uncover C & J Innovations’ unique tools for deepening client-advisor connections about life, not just finances
  • Mindset Matters: Learn how tailored assessments for various age groups strengthen client relationships by focusing on 8 key mindsets
  • Strategic Marketing Insights: Gain insights into how these tools not only aid in client relationships but also provide advisors with key marketing strategies to attract new right-fit clients
  • Aligning Goals and Strategies: Understand the necessity of aligning financial plans with clients’ broader life ambitions
  • And much more!

Resources:

Connect with Kristin Harad: 

Connect with Colleen (O’Donnell) Bowler: 

About Colleen (O’Donnell) Bowler: 

A Certified Financial Planner™ professional, Colleen spent over 25 years building and growing her firm, Strategic Wealth Partners, into a premier Texas financial planning firm with hundreds of individuals and families “under our care.” Along the way, she received many industry awards and was featured in the book, Women at the Top by Arthea Reed and Diane Dixon. In addition, Colleen has served as a coach with the Strategic Coach Program since 2003, all while raising a son as a single mom, co-authoring a book, Generous Kids, and making time for her blended and extended family, friends, and a variety of nonprofits.

In 2020, Colleen founded C&J Innovations with Jeanne Hurlbert, PhD, who brings expertise in assessments and surveys. Colleen and Jeanne combined their unique expertise to create a female-led company that gives financial professionals tools to bring increased value for prospects, clients, and advisors by expanding client and prospect conversations.

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The Art of Niche Marketing in Financial Advice with Kristen Luke (Ep. 5)

The Art of Niche Marketing in Financial Advice with Kristen Luke (Ep. 5)

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Why do some financial advisors thrive while others just survive? 

Discover why niche marketing is the key to unlocking your full potential as a financial advisor on this episode of Full Advisor Coaching. 

Kristin Harad is joined by special guest Kristen Luke. Listen in to the conversation as they explore the transformative power of specialization and learn how to succeed by serving a specific audience with precision and purpose. 

Key Highlights:

  • Niche Marketing Benefits: How identifying a unique client niche not only refines marketing strategies but also boosts operational efficiency and profitability
  • Broadening Horizons: Learn how targeted marketing complements diverse client interactions
  • Operational Streamlining: Uncover how specializing streamlines services, enhances staff training, and ensures consistency in client service
  • Expertise Equals Value: Discover how specialized knowledge allows advisors to command higher fees, showcased through real-world case studies
  • Firm Size Strategies: From broad approaches to narrow focus, niche marketing tactics are suitable for various firm sizes
  • And much more!

Connect with Kristin Harad: 

Connect with Kristen Luke: 

About Kristen Luke: 

Kristen Luke, author of “Uncomparable: The Financial Advisor’s Guide to Standing Out Through Niche Marketing,” is the creator of the OnNiche Strategic Marketing Program for Financial Advisors.   With a BA in Business Economics and an MBA with a concentration in Marketing, Kristen has been a transformative figure in financial advisory marketing since 2005. Known for her innovative approach to niche marketing, she’s renowned as the ‘Niche Whisperer’ for her ability to identify unique client niches effectively. Beyond her professional world, Kristen holds her private pilot’s license for single-engine aircraft and her instrument rating. Her career, marked by a blend of innovation and adventure, continues to influence the financial advisory industry profoundly.

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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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