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"Kristin helped me clearly outline the steps so I now have a plan going forward to market to a niche. I will be able to focus on one thing." - Emilie Goldman, CPA, CFP®
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 business to reflect your unique perspective.
And most importantly, while you want a fulfilling professional life, 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 firm 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 business in just a few short years.
I know exactly how to make your business successful, too.
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
Get More Done: 9 Strategies for Overcoming Procrastination
It happens to the best of us: We leave some items on our to-do list, then they carry over to the next list, and the next. Eventually, we’re going out of our way to avoid them altogether. Everyone procrastinates a little now and then, but chronic procrastination can have a...
How to Deal with Difficult People: 6 Tips to Keep Your Spirits High
The role of an advisor includes interacting with all kinds of people on a regular basis. While the majority of the people you meet are probably friendly, thoughtful, interesting people, once in awhile you may come across the kind of person so difficult that even the most sociable among us...
5 Habits to Keep You Happy – Part 2
Independent financial advisors need to be self-motivated and focused to succeed. This discipline doesn’t apply just to our work, however. Being happy in both our personal and professional lives takes practice just like any other skill. A few weeks ago, I posted part one of this article, featuring several good...
5 Habits to Keep You Happy – Part 1
The life of an independent financial advisor is extremely busy and full. Whether you’re just starting out or enjoying great success, each stage brings a new set of challenges. Long hours and a busy schedule can make it easy to get so wrapped up in your work that you neglect...
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