Tag: Financial Services Marketing
Goals That Energize: Questions to Inspire Your Growth Plan (Ep. 17)

Goals That Energize: Questions to Inspire Your Growth Plan (Ep. 17)

By |

September is the new January for goal setting.  

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.

Resources:

Connect with Kristin Harad: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Breakaway Advisor’s Marketing Game Plan with Lauren Hong (Ep. 16)

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

By |

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More