Tag: Financial Planning
Part 2: Conquer LinkedIn – a Guide for Financial Advisors (Ep. 15)

Part 2: Conquer LinkedIn – a Guide for Financial Advisors (Ep. 15)

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Welcome back to the Full Advisor Coaching Podcast with Kristin Harad! This is Part 2 of our LinkedIn series, where you’ll learn more advanced LinkedIn marketing strategies designed for financial advisors. 

If you missed Part 1, be sure to go back and give it a listen. 

Tune in to learn how to make the most of LinkedIn’s features, boost your outreach, build stronger connections, and ultimately grow your business.

Key Highlights:

  • Strategic Profile Setup: Get reminded about the importance of a compelling LinkedIn profile that establishes credibility and attracts your target audience
  • Effective Outreach: Discover personalized outreach strategies that build genuine connections rather than just making sales pitches
  • Content Sharing Tips: Find out how to keep your network engaged with valuable and insightful content
  • Utilize Sales Navigator: Decide if Sales Navigator is right for you to reach specific professionals with targeted searches
  • Connection Protocol: Learn when to say “yes” to a connection and when to ignore.  Plus, find out who you may want to invite to your network. 
  • Newer LinkedIn Features: Explore LinkedIn Live Events and Newsletters to encourage real-time engagement and maintain regular communication
  • Transitioning Connections: Learn why and how to move your LinkedIn connections to your business platforms for more controlled and effective communication

For further insights and resources, subscribe to the Full Advisor Coaching podcast and share it with your network to spread valuable knowledge within the financial advisor community.

 

Resources:

Connect with Kristin Harad: 

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Part 1: Conquer LinkedIn – a Guide for Financial Advisors (Ep. 14)

Part 1: Conquer LinkedIn – a Guide for Financial Advisors (Ep. 14)

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Can LinkedIn actually help you level-up your RIA business?

Tune in to the Full Advisor Coaching Podcast as Kristin Harad reveals strategies to optimize your LinkedIn presence, enhance engagement, and grow your advisory business. 

Kristin answers some of the top questions RIA’s ask about LinkedIn and discusses the power of setting up a compelling profile, the importance of professional imagery, and the nuances of content sharing that can make a difference. 

Key Highlights:

  • Professional Profile & Company Page: Establish credibility with well-crafted personal and company pages, professional photos, and visually appealing banners
  • Engagement Tactics: Use the tool as intended to engage with your network through posts, comments, and likes. Plus, hear real-life examples of profile success
  • Personal Branding: Highlight the value you bring and showcase your personality in your profile headline and “About” section
  • Content Strategy: Enhance visibility with blog posts, articles, and videos. Learn about optimal posting times and scheduling tools
  • Video and Content Tips: Ensure accessibility with captions. Balance core content with spontaneous, personal posts
  • Elevating Your Network: Deepen relationships by celebrating others’ achievements & share curated articles with personal commentary
  • Advanced Strategies: Stay tuned for advanced LinkedIn strategies, prospecting, and lead generation in Part 2

 

Resources:

 

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The Role of Outsourced CIOs for RIA Leaders’ Growth (& Sanity) (Ep. 13)

The Role of Outsourced CIOs for RIA Leaders’ Growth (& Sanity) (Ep. 13)

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Struggling to balance client demands with business growth and still find time for yourself?

Learn how an outsourced CIO can help!

Kristin Harad welcomes Mario Nardone, CFA, and Eric Stein, CFA, from East Bay Investment Solutions to discuss how outsourced Chief Investment Officer (CIO) services can transform your RIA. If you’re a planning and relationship-focused RIA leader who feels stretched, this episode is for you!  

Discover how a CIO can provide investment management solutions without taking away your control. You’ll gain more free time and improve your work-life balance.

Tune in to find out how to leverage this outsourcing option for your RIA.

 

Key Highlights:

  • Strategic Outsourcing: Access top-tier investment research and support, allowing you to concentrate on client engagement and business expansion
  • Client Success Stories: Hear real-life examples, including a successful generational transition at a long-established RIA and significant growth achieved by new advisors through East Bay’s guidance and support
  • Credibility and Marketing: Enhance your firm’s credibility and marketing efforts, giving you a competitive edge and reassuring clients about expert investment management
  • Educational Support: Learn how East Bay educates new advisors on investment strategies, reducing the training burden on senior advisors and enabling a focus on business growth
  • Avoid Burnout: Discover the benefits of outsourcing to help you focus on the work that fulfills you and keep a balanced lifestyle while managing growth.

For further insights and resources: Subscribe to the Full Advisor Coaching podcast and share it with your network to spread the knowledge and support within the financial advisory community.

 

Resources:

 

Connect with Kristin Harad: 

 

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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:

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

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

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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)

Redefining Success as a Blend of Fulfillment and Freedom (Ep. 1)

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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!

Resources:

Connect with Kristin Harad: 

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