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
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
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.
You don’t have to wait for the calendar change to regroup, refocus, and start laying the groundwork for a successful 2025. In this episode of “Full Advisor Coaching,” Kristin Harad helps financial advisors embrace the back-to-school preparation mindset to create goals that will energize and inspire growth in the year ahead.
Kristin stresses the importance of reflection to take stock of achievements and challenges from this year, and she provides powerful questions to answer before jumping into setting new targets.
Key Highlights:
Vision and Planning: Having a vision is essential, but planning is the key to making it actionable. September is the perfect time to assess your progress toward your vision.
Reflecting on Achievements: Reflect on your biggest achievements of the year so far, along with unexpected successes, to help build momentum for the months ahead
Overcoming Challenges: Take stock of how these moments have shaped your year and what you can learn from them
Acknowledging Contributions: Recognize the often-overlooked support from your community, team, and other contributors to your success
Learning a New Skill: Explore the significance of personal growth through new skills and activities that challenge you
Building Social Capital: Understand the importance of social connections and community engagement, especially in light of the Surgeon General’s warning on loneliness as a health risk
Planning Ahead: Maintain excitement and fulfillment by always having personal activities or vacations to look forward to, promoting a healthy work-life integration
And much more!
For more insights and resources, subscribe to the Full Advisor Coaching podcast and share it with your network to spread valuable knowledge within the financial advisory community.
Join Kristin Harad and Lauren Hong, CEO of Out and About Communications, as they examine the essential marketing foundations for advisors who are preparing to leave a traditional wirehouse or broker-dealer. Kristin and Lauren compare notes and draw from their extensive marketing experience to provide actionable insights for advisors ready to make the leap.
Key Highlights:
Strategic Planning: Discover why planning your transition at least a year in advance is ideal for a seamless and successful launch
Client Communication: Explore best practices for maintaining client trust through consistent and transparent communication during the transition
Branding Essentials: Learn why naming is paramount, how to build a professional landing page, which logo design mistakes to avoid and what other brand elements will lay a foundation of trust
Building Credibility: See how establishing a Google My Business page and planning press releases can boost your firm’s visibility and trust
Stay away from sloppy: Choose less over fast and take your time to deliver quality. Learn to forgive yourself for mistakes made and carry on.
And much more!
For more insights and resources, subscribe to the Full Advisor Coaching podcast and share it with your network to spread valuable knowledge within the financial advisory community.
Raised in Kansas City, Mo., by a father who was a journalist and a mother who was an artist, it’s no surprise that creativity and a love for marketing were innately instilled. Lauren graduated from Drake University (Go Bulldogs!) with a degree in graphic design and advertising. Her passion for new challenges led her to become a Fulbright Scholar in South Korea, after which she moved to Washington, D.C., and Boston, where she worked at a boutique marketing agency. Eventually, she settled in San Diego.
In 2013, she founded Out & About Communications. More than 10 years later, the original vision remains — to build an agency that treats clients like family and delivers work that wows. The agency found its niche in the financial services industry, partnering with wealth management, payroll, lending, banking, and outsourced financial consulting companies nationwide. They hire, train, and build their systems around the complex compliance and jargon-heavy worlds of their clients. Today, she is proud to share that the team has grown to 30+ strategists, managers, and implementers.
Outside of work, Lauren can be found exploring San Diego with her husband and two daughters or trying new restaurants. She also enjoys getting lost in her garden, pulling veggies, or attempting to plant seeds.
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
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, BeyondMaxiMarketing. 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
