Tag: Marketing Strategies
Why You Don’t Have To Be Perfect To Grow Your RIA (Ep. 9)

Why You Don’t Have To Be Perfect To Grow Your RIA (Ep. 9)

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Can embracing imperfection be the key to your success in growing your RIA?

Tune in to the Full Advisor Coaching Podcast with Kristin Harad for a compelling exploration of the ‘perfection paradox’ in the financial advice industry. In this episode, Kristin shares how striving for unattainable perfection can impede effective action in areas like niche marketing, content marketing, and SEO. Kristin’s insights offer a practical approach to overcome these challenges and enhance client communication.

Key Highlights:

  • The Perfection Paradox: Kristin shares a personal story that underscores the pressure advisors feel in delivering quality advice while learning how to let go of perfection tendencies.  
  • Action Over Perfection in Content Creation: Discover the value of Seth Godin’s philosophy about prioritizing action over perfection in marketing
  • Balancing Perfection and Practicality: Learn about the ‘implementation gray zone,’ a middle path that emphasizes progress and practical action over perfection
  • Incremental Progress Inspired by Atomic Habits: This segment, inspired by James Clear’s work, discusses the benefits of small, consistent improvements in marketing strategies
  • Quality vs. Perfection in Content Strategy: Explore strategies for developing quality content that’s effective yet not hindered by the quest for perfection
  • Embracing Feedback and Adaptability: Understand the crucial role of feedback and the need for adaptability in client relations for authentic communication
  • And much more!

Resources:

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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