Tag: Client Trust
Become Unstoppable: How To Pair Purpose with Profits (Ep. 19)

Become Unstoppable: How To Pair Purpose with Profits (Ep. 19)

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Imagine building a business that not only thrives but also leaves a lasting impact on your community.

In this inspiring episode of Full Advisor Coaching, host Kristin Harad speaks with Derrick Kinney, a former financial advisor and CEO who successfully built and sold a multimillion-dollar advisory business. Derrick shares his personal journey and discusses actionable strategies to help financial advisors stand out by building trust quickly, connecting deeply with clients, and integrating causes they care about into their business model. Packed with practical tips, this episode is perfect for advisors looking to build lasting client relationships while creating a purpose-driven business.

Key Highlights:

  • Build Trust Through Shared Values: Derrick explains how understanding and connecting with clients over shared values can help financial advisors foster deeper, more enduring relationships
  • Align Your Business with a Cause: Advocating for “radical generosity,” Derrick shows how aligning your business with a meaningful cause can attract like-minded clients and give greater meaning to your work
  • Purpose-Driven Marketing: Derrick stresses the importance of shifting from generic job titles to problem-solving conversations, using storytelling to build client trust and create emotional connections
  • Empowering Your Team: Ensure your entire team is aligned with your key messaging. Derrick shares tips on how to train your team to consistently communicate your firm’s mission, which enhances client engagement and brand cohesion
  • Passion-Driven Success: Derrick demonstrates how integrating personal passions into your business model not only helps differentiate your brand but also strengthens relationships with clients who value authenticity and purpose

For more insights, tune in to the episode and start aligning your business with what matters most.

Resources:

Connect with Kristin Harad: 

Connect with Derrick Kinney: 

About our Guest: 

Derrick Kinney is changing how you feel about money. He believes money is not bad and good people should have more of it. Derrick is the author of the Wall Street Journal and USA TODAY national bestseller, Good Money Revolution. 

After applying these proven principles with thousands of clients, Derrick sold his multimillion-dollar financial advisory business to teach these success principles to all financial advisors. As CEO of Success for Advisors, Derrick and his team teach independent financial advisors a 5-step marketing framework to build 7-figure businesses that impact the world.

Known for making complex financial and business topics easy to understand, Derrick has been interviewed on CNBC, FOX News, CNN, FOX Business, Yahoo Finance!, PBS, Wall Street Journal, among others. As host of the top-rated Good Money podcast, he inspires business owners and entrepreneurs to make more money to do more good. His guests include Matthew McConaughey, Mel Robbins, Ed Mylett, Jon Gordon, Daymond John, and Sharon McMahon.

Recently Derrick set a big goal to positively impact one-million teens by giving them money, business, and life skills that aren’t taught in schools. As a passion project, he founded SimpleTeenSuccess.com, a new online program for teens to become money and business smart, build trust with adults, and stand out for the best opportunities.

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The Breakaway Advisor’s Marketing Game Plan with Lauren Hong (Ep. 16)

The Breakaway Advisor’s Marketing Game Plan with Lauren Hong (Ep. 16)

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Ready to break away and establish your own RIA?

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.

Resources:

Episode 9 – Why You Don’t Have To Be Perfect To Grow Your RIA

Connect with Kristin Harad: 

Connect with Lauren Hong: 

About our Guest: 

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.

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