Tag: Personal Development
Heart First – How Advisors Can Unlock Their True Potential (Ep. 18)

Heart First – How Advisors Can Unlock Their True Potential (Ep. 18)

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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.

Resources:

Connect with Kristin Harad: 

Connect with Eric J. Negron: 

About our Guest: 

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.

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

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

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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: 

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Changing the Conversation in Financial Planning with Colleen Bowler, CFP® (Ep. 6)

Changing the Conversation in Financial Planning with Colleen Bowler, CFP® (Ep. 6)

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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:

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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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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