Thrive as An Independent Financial Advisor.
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"When it comes to marketing my financial planning & investment services, I feel like I’ve tried it all – with mixed results. It was only after working with Kristin that I could see the full benefits of niche marketing along with the right process of identifying a niche that works for me and my business. Kristin brings a wealth of knowledge and experience to the table to help advisors discover their best client opportunities. I can’t recommend Kristin highly enough. Plus, she practices what she preaches." - Russ Thornton, CDFA™
You’re Here Because You Are So Much
More Than a Financial Advisor
You are an entrepreneur. You crave freedom, flexibility, and success on your terms.
You have a fresh way of looking at financial planning, and you want your practice to reflect your unique perspective.
And most importantly, while you want a fulfilling business, you also want to travel, spend time with your family, and enjoy your life outside the office.
I Know All of This Because I Am You
In 2006 I launched my financial planning practice because I craved the lifestyle of an entrepreneur.
Using the marketing principles I’d mastered during my 14 years in corporate America, I grew my one-woman start-up to a flourishing, profitable practice in just a few short years.
I know exactly how to make your practice successful.
And by combining my expertise with your vision, passion, and drive, we’ll shape your business into the fulfilling venture we both know it can be.
The Advisor Adventure
Featured Posts by Kristin Harad
Instant Stress Relief – One Question to Center Yourself
What’s the one thing that is essential right now, in this moment? You may not believe it, but if you stop and ask yourself that question, especially at a time when you feel stress, you can eliminate angst and tune in to “the now.” Done right, you’ll experience or achieve...
7 Tips to Manage Deadlines as a Busy Financial Advisor
Independent financial advisors lead busy lives with many commitments. From managing a multitude of client relationships with on-going deliverables like financial plan updates and quarterly statements to meeting and following up with prospects, it can feel overwhelming trying to stay on top of everything. Managing deadlines is a skill that takes...
How to Build Your Client Attraction Marketing System as a Independent Financial Advisor
When you attract more high-quality leads into your financial planning practice you can increase your revenue and spring from your plateau. However, scattered efforts to implement this straightforward notion often soak up an independent financial advisor’s resources. You fail to show up regularly, and you exhaust yourself trying. To create momentum and...
How to set financial planning fees to grow a sustainable advice firm
Do you dread the “What does this cost?” discussion with new prospects? Have you ever given in to the pressure to discount your fee because you received pushback or resistance? Have you rationalized a lower fee because “you need the money”? Setting financial planning fees that demonstrate the value you provide...
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