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.
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.
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.
What would happen to your client relationships if you led with your heart rather than your skill set and financial knowledge?
In this compelling episode of “Full Advisor Coaching,” Kristin Harad is joined by Eric Negron, the visionary CEO of Forefront Wealth Partners, who shares powerful strategies to help financial advisors unlock their true potential. This episode explores the significance of mindset, leadership, and community within the financial advisory profession, offering actionable and inspiring advice for those seeking to grow both professionally and personally.
Key Highlights:
A new mindset: Learn how to overcome the desire to rely on your “smarts” and unlock your potential by leading with a human connection.
Shift from “I” to “we”: Experience the impact of a shift from a solo mindset to a collaborative mindset and embrace the access we have to people.
Avoiding the Comparison Trap: Avoid the social media comparison trap and find out why quality relationships and collaboration are your keys to success
Community and Collaboration: Eric shares the importance of building a community of like-minded professionals and suggests creating a personal board of directors—a group of mentors and peers who can guide and inspire your journey
Elevate your efforts: “Upgrade your operating system” by reading or listening to books. Eric reveals how he reads 30 books a year.
Emotional Intelligence (EQ): Learn why EQ is more critical than IQ in financial advising, ensuring clients feel cared for before they care about how much you know.
Fulfillment: Eric reveals his life philosophy of leaving every interaction with people better off than he found them, aligning his professional purpose with personal fulfillment
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.
Eric Negron is the CEO of Forefront, leading a talented team of Financial Advisors, Wealth Planners, Tax Attorneys, Divorce Planners, and Insurance Advisors: All on a mission to become their client’s Second ThoughtTM, Serving clients and their families while building a lifetime bond that provides True Wealth and Freedom for generations.
Eric is passionate about elevating the advisor community through the Financial Advisor Group (FAN) and the David Advisor Movement (DAM) which gathers growth-minded individuals on to a platform where they collaborate, share industry insights, provide masterclasses and networking.
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.
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.
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
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.
Do the top financial advisors have some sort of secret recipe for balancing their careers with a rich personal life? How do they stay energized as they evolve in their role?
Kristin Harad and special guest Arlene Moss discuss the appealing and unexpected aspects of the financial advisor profession. Discover how advisors can evolve and stay fulfilled by aligning personal values with professional goals. Gain valuable insights from Arlene, an executive business coach at XYPN, as she shares her “seasons strategy” for growth that helps you find harmony between your career goals and your personal life.
Key Highlights:
Personal and Professional Evolution: Learn how financial advisors can evolve by balancing their professional ambitions with personal milestones
Transitioning Roles: Discover strategies for shifting from hands-on planning roles to strategic leadership, learning how to adapt to the new responsibilities
Building a Supportive Community: Understand the importance of a strong support system and mentoring the next generation of advisors to create cohesive and effective teams
Stay Energized: Explore methods to avoid burnout by aligning work with personal passions, ensuring sustained energy and excitement in your career
Growth Mindset: Learn ways to reframe and maintain a positive mindset, combating insecurities, and achieving long-term success through continuous personal and professional development
And much more: Including real-life examples and actionable advice for thriving in the financial advice industry.
XYPN Executive Business Coach, Arlene Moss, helps fee-for-service financial planners get out of their own way in order to grow their practices. With over two decades of industry expertise, a knack for making meaningful connections, and a deftness for breaking emotional and mental barriers, attendees leave her sessions enlightened, inspired, and excited to put their pages of notes into action.
Arlene has spoken around the country at NAPFA, Schwab IMPACT, Jolt!, and XYPN LIVE, among others. She’s appeared on Kitces Office Hours, FiComm New Skool, and Carson Group Framework podcasts, and contributed to NAPFA Magazine. When she isn’t mentoring others, she enjoys traveling and riding bikes—either solo or tandem with her husband or on the e-bike she fondly calls Viola.