Financial Advisor Training – Full Advisor Coaching

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

By Full Advisor Coaching | April 10, 2024

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)

By Full Advisor Coaching | March 27, 2024

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:

C&J Mindset One Page Download

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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