Category: Financial Advisor
How To Avoid Burnout As You Evolve As A Financial Advisor (Ep. 12)

How To Avoid Burnout As You Evolve As A Financial Advisor (Ep. 12)

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Do the top financial advisors have some sort of secret recipe for balancing their careers with a rich personal life?  How do they stay energized as they evolve in their role?  

Kristin Harad and special guest Arlene Moss discuss the appealing and unexpected aspects of the financial advisor profession. Discover how advisors can evolve and stay fulfilled by aligning personal values with professional goals. Gain valuable insights from Arlene, an executive business coach at XYPN, as she shares her “seasons strategy” for growth that helps you find harmony between your career goals and your personal life.   

Key Highlights:

  • Personal and Professional Evolution: Learn how financial advisors can evolve by balancing their professional ambitions with personal milestones
  • Transitioning Roles: Discover strategies for shifting from hands-on planning roles to strategic leadership, learning how to adapt to the new responsibilities 
  • Building a Supportive Community: Understand the importance of a strong support system and mentoring the next generation of advisors to create cohesive and effective teams
  • Stay Energized: Explore methods to avoid burnout by aligning work with personal passions, ensuring sustained energy and excitement in your career
  • Growth Mindset: Learn ways to reframe and maintain a positive mindset, combating insecurities, and achieving long-term success through continuous personal and professional development
  • And much more: Including real-life examples and actionable advice for thriving in the financial advice industry.  

Resources:

Connect with Kristin Harad: 

Connect with Arlene Moss: 

About Arlene Moss: 

XYPN Executive Business Coach, Arlene Moss, helps fee-for-service financial planners get out of their own way in order to grow their practices. With over two decades of industry expertise, a knack for making meaningful connections, and a deftness for breaking emotional and mental barriers, attendees leave her sessions enlightened, inspired, and excited to put their pages of notes into action. 

Arlene has spoken around the country at NAPFA, Schwab IMPACT, Jolt!, and XYPN LIVE, among others.  She’s appeared on Kitces Office Hours, FiComm New Skool, and Carson Group Framework podcasts, and contributed to NAPFA Magazine.  When she isn’t mentoring others, she enjoys traveling and riding bikes—either solo or tandem with her husband or on the e-bike she fondly calls Viola.

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Claim Your New Stake: A Peek Into the V2 Leaders Experience (Ep. 11)

Claim Your New Stake: A Peek Into the V2 Leaders Experience (Ep. 11)

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Are you struggling to find clarity as you develop Version 2.0 of your RIA? 

Understanding where to direct your energy and resources to achieve your business goals while also living a fulfilling life outside of work can feel nearly impossible. 

Join Kristin Harad in her latest podcast episode as she shares input from “Full Advisors” who are actively engaged in the flagship Full Advisor V2 Leaders program.  Designed for growth-minded RIA Leaders who are building their RIA Version 2.0, this coaching offering will kick off its next cohort in July, 2024. To help demystify the experience, Kristin lets you peek behind the curtain of the program. You’ll hear what current participants have to say about their progress and decide for yourself if you’re ready to jump in!  

Key Highlights:

  • Strategic Leadership Development: V2 Leader participants share feedback on what it takes to be successful in this program, along with the benefits of having other RIA leaders on the journey with them.  
  • Finding Clarity: Kristin outlines the process she takes RIA Leaders through to help them zero in on what efforts to pursue.  
  • Growth and Accountability: Learn about the program’s comprehensive support through group calls, individual sessions, and accountability meetings for leaders and their team. 
  • Balancing Professional and Personal Life: Kristin shares the”non-negotiables” that program participants put in place to foster work-life balance.
  • Positive Feedback and Continuous Improvement: Listen to how participant feedback drives the program’s commitment to proactive engagement and ongoing improvement,
  • And much more!

Resources:

Connect with Kristin Harad: 

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How to Use Video Effectively in Advisor Marketing (Ep. 10)

How to Use Video Effectively in Advisor Marketing (Ep. 10)

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Stop blending in with every other advisor out there! 

Discover strategies that transform your videos into client magnets. In this useful episode of the Full Advisor Coaching Podcast, Kristin Harad welcomes Katie Braden, CFP®, to explore the power of video marketing for financial advisors. Learn how effective use of video makes advisors more relatable and accessible, boosting client engagement and trust. 

Whether you aim to overcome camera shyness or enhance your content strategy, this episode delivers actionable insights you can put to work immediately. 

Key Highlights:

  • Authenticity Over Production: Discover why simple, authentic videos resonate more deeply with clients than highly-produced ones
  • Practical Video Integration: Start with easy steps towards video marketing, emphasizing consistency and evergreen content
  • Technical Tips for Novices: Get practical advice on using what you (probably) already have to create videos that look and sound professional
  • Strategic Content Engagement: Explore how personalized video messages and batch recording can maintain client interest and streamline your workflow
  • Personal Touches That Matter: Learn the value of incorporating personal elements like birthday wishes to strengthen client relationships
  • And much more!

Resources:

Connect with Kristin Harad: 

Connect with Katie Braden, CFP®:

About Katie Braden, CFP®: 

With 18 years in financial services, Katie turned her passion for helping the industry evolve into Advisor Video Marketing. Her mission? To make video marketing accessible and enjoyable for financial advisors.

She’s not just another consultant; she’s a pioneer who started one of the first virtual, fee-only financial planning firms. Katie has also consulted for financial professionals in over 35 countries.

Her credentials include being a CFP® professional, an InvestmentNews 40 Under 40 alum, and ongoing service on the CFP Board’s Women’s Initiative (WIN) Council.

Through her workshops and services, she’s here to help you use video to improve your client experience and expand your reach.

Katie’s a big believer in living life to the fullest today, not in some far-off future.  She brings that attitude and energy into her work (when she’s not jumping on a plane with her husband to explore a new destination or out hiking with friends!). 

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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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