Tag: Work-Life Balance
The Role of Outsourced CIOs for RIA Leaders’ Growth (& Sanity) (Ep. 13)

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

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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:

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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)

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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.

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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)

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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: 

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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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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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