Tag: Professional Growth
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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The Art of Clarity, Confidence, and Fulfillment (Ep. 3)

The Art of Clarity, Confidence, and Fulfillment (Ep. 3)

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Is clarity the key to success in RIA leadership?

Strap in to discover the power of clarity in RIA leadership in this engaging episode of the Full Advisor Coaching Podcast. Join Kristin Harad, the visionary behind the Full Advisor Fundamentals Program, as she unveils a roadmap to success for RIA leaders. This comprehensive year-long program is built on three pillars: achieving clarity, cultivating confidence, and finding fulfillment. Dive into the journey of aligning actions with goals, addressing the challenges of overwhelming choices and scattered focus in the RIA sector.

Key Highlights:

  • Achieving Clarity: Understand the vital role of formulating a clear vision for your firm, crucial for decision-making and team alignment
  • The Power of Visualization: Learn how visualization, drawn from Kristin’s athletic and professional experiences, can be a powerful tool in articulating your vision
  • Values Exercise: Explore the importance of defining company values, and how this exercise shapes corporate culture and operations
  • Connecting with the Future Vision: Dive into the significance of emotionally connecting with a future vision
  • Current vs, Aspirational Values: How to use values before and after creating a compelling vision for your company
  • Implementing Vision: Understand how establishing a clear vision based on values is a foundational step in Kristin’s Full Advisor Fundamentals Program for effective decision-making.
  • And much more!

Resources:

Connect with Kristin Harad: 

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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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