Financial Advisor – Page 3 – Full Advisor Coaching

Busting the Work-Life Balance Myth: Finding Fulfillment Beyond Professional Success (Ep. 2)

By Full Advisor Coaching | February 7, 2024

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)

By Full Advisor Coaching | February 7, 2024

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!