Tag: Professional Growth in Finance

A Financial Advisor’s Guide to SEO Success (Ep. 8)

A Financial Advisor’s Guide to SEO Success (Ep. 8)

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Is your financial advisory firm invisible online? 

Discover how SEO can change that.

Experience a riveting conversation with Kristin Harad and SEO maestro Brent Carnduff in the latest Full Advisor Coaching Podcast episode. Brent, founder of Advisor Rankings, is a former teacher and girl’s basketball coach turned SEO strategist, and he is here to share why the SEO scoreboard can be game-changing for financial advisors. Jump into the nuances of SEO, from evergreen content to “winning” local SEO while you learn about balancing between aesthetics and functionality in website design. 

 Key Highlights:

  • Strategic SEO: Brent discusses the fusion of creativity and analytics in crafting SEO strategies for financial advisors
  • Local SEO Unlocked: Uncover the secrets of local SEO with Brent and learn how mastering your digital footprint can revolutionize your local market presence
  • Website Design Meets SEO: Explore how to strike the perfect balance between a visually appealing website and one that ranks high on search engines
  • The Power of Reviews: Learn how to obtain compliant reviews, particularly for Google Business Profiles
  • Content Authority: Discover the art of establishing content authority and its impact on SEO, featuring practical tips for financial advisors
  • AI in Content Creation: Gain insights on leveraging AI in content creation, blending AI-generated drafts with human expertise for optimal results
  • And much more!

Resources:

  •  Exclusive Offer: 50% discount on the current rate for the first article from Brent’s AI service. At the time of recording, the price is $600 reduced to $300 for podcast listeners. The offer expires on July 31, 2024.

    To redeem mention this podcast when you     schedule a call with Brent

Connect with Kristin Harad: 

Connect with Brent Carnduff: 

About Brent Carnduff:

Brent is the founder of Advisor Rankings. He has an MBA in Financial Planning. specializes in SEO, and has been working with Advisors since 2009. In addition to writing the Advisor Rankings blog, he is a VIP Contributor to the second-largest SEO site in the world – Search Engine Journal – has contributed to XYPN, and has been syndicated on Steamfeed, Business 2 Community, and Advisorpedia. He has presented at XY Planning Network, FinCon, and NAPFA conferences, and appears regularly on industry podcasts and webinars.

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Priorities, Productivity & Presence: The Art of Time Management (Ep. 7)

Priorities, Productivity & Presence: The Art of Time Management (Ep. 7)

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Do you get caught up in maxing out your productivity? 

It’s time to get down to brass tacks with Kristin Harad on the Full Advisor Coaching Podcast. Kristin shares her learning as a student of productivity and effective time management for business owners.  Along with a slew of recommended reading, Kristin shares essential strategies for financial advisors aimed at clarifying priorities, boosting client experience and achieving personal fulfillment.

Key Highlights:

  • Client Experience & Priorities: Kristin connects the dots between client experience and setting your business priorities 
  • The Art of Saying No: Discover the significance of prioritizing tasks and embracing the mantra, “if it’s not an absolute yes, it’s a no”
  • Structured Focus Time: Kristin shares her personal technique of time blocking for creative tasks and maintaining consistent routines
  • Presence in Personal and Professional Life: Kristin’s personal story highlights the power of undivided attention in enhancing life experiences
  • Effective Task Management: Learn the ‘Task Triage System’ for optimal task organization, leveraging technology and team for heightened efficiency
  • And much more!

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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