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

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

By |

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: 

Podcast: Play in new window | Download | Embed

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

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

By |

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:

 

Connect with Kristin Harad: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Role of Outsourced CIOs for RIA Leaders’ Growth (& Sanity) (Ep. 13)

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

By |

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: 

 

Connect with Mario Nardone and Eric Stein:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
How To Avoid Burnout As You Evolve As A Financial Advisor (Ep. 12)

How To Avoid Burnout As You Evolve As A Financial Advisor (Ep. 12)

By |

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.  

Resources:

Connect with Kristin Harad: 

Connect with Arlene Moss: 

About Arlene Moss: 

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Claim Your New Stake: A Peek Into the V2 Leaders Experience (Ep. 11)

Claim Your New Stake: A Peek Into the V2 Leaders Experience (Ep. 11)

By |

Are you struggling to find clarity as you develop Version 2.0 of your RIA? 

Understanding where to direct your energy and resources to achieve your business goals while also living a fulfilling life outside of work can feel nearly impossible. 

Join Kristin Harad in her latest podcast episode as she shares input from “Full Advisors” who are actively engaged in the flagship Full Advisor V2 Leaders program.  Designed for growth-minded RIA Leaders who are building their RIA Version 2.0, this coaching offering will kick off its next cohort in July, 2024. To help demystify the experience, Kristin lets you peek behind the curtain of the program. You’ll hear what current participants have to say about their progress and decide for yourself if you’re ready to jump in!  

Key Highlights:

  • Strategic Leadership Development: V2 Leader participants share feedback on what it takes to be successful in this program, along with the benefits of having other RIA leaders on the journey with them.  
  • Finding Clarity: Kristin outlines the process she takes RIA Leaders through to help them zero in on what efforts to pursue.  
  • Growth and Accountability: Learn about the program’s comprehensive support through group calls, individual sessions, and accountability meetings for leaders and their team. 
  • Balancing Professional and Personal Life: Kristin shares the”non-negotiables” that program participants put in place to foster work-life balance.
  • Positive Feedback and Continuous Improvement: Listen to how participant feedback drives the program’s commitment to proactive engagement and ongoing improvement,
  • And much more!

Resources:

Connect with Kristin Harad: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Art of Niche Marketing in Financial Advice with Kristen Luke (Ep. 5)

The Art of Niche Marketing in Financial Advice with Kristen Luke (Ep. 5)

By |

Why do some financial advisors thrive while others just survive? 

Discover why niche marketing is the key to unlocking your full potential as a financial advisor on this episode of Full Advisor Coaching. 

Kristin Harad is joined by special guest Kristen Luke. Listen in to the conversation as they explore the transformative power of specialization and learn how to succeed by serving a specific audience with precision and purpose. 

Key Highlights:

  • Niche Marketing Benefits: How identifying a unique client niche not only refines marketing strategies but also boosts operational efficiency and profitability
  • Broadening Horizons: Learn how targeted marketing complements diverse client interactions
  • Operational Streamlining: Uncover how specializing streamlines services, enhances staff training, and ensures consistency in client service
  • Expertise Equals Value: Discover how specialized knowledge allows advisors to command higher fees, showcased through real-world case studies
  • Firm Size Strategies: From broad approaches to narrow focus, niche marketing tactics are suitable for various firm sizes
  • And much more!

Connect with Kristin Harad: 

Connect with Kristen Luke: 

About Kristen Luke: 

Kristen Luke, author of “Uncomparable: The Financial Advisor’s Guide to Standing Out Through Niche Marketing,” is the creator of the OnNiche Strategic Marketing Program for Financial Advisors.   With a BA in Business Economics and an MBA with a concentration in Marketing, Kristen has been a transformative figure in financial advisory marketing since 2005. Known for her innovative approach to niche marketing, she’s renowned as the ‘Niche Whisperer’ for her ability to identify unique client niches effectively. Beyond her professional world, Kristen holds her private pilot’s license for single-engine aircraft and her instrument rating. Her career, marked by a blend of innovation and adventure, continues to influence the financial advisory industry profoundly.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More