Thrive as An Independent Financial Advisor.
Create a profitable practice, do meaningful work, and live the
life you desire. I’ll show you how.
Automate Your Marketing & Find More Freedom
Sign up for 3 FREE videos that teach 6 Steps to create your lead-to-lifelong client marketing system.
Media
"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
5 Excuses Independent Advisors Hide Behind to Avoid Content Marketing
Content marketing through channels such as blogs, videos, podcasts, and webinars is the contemporary way to create awareness, drive interest and invite engagement in your service. Through consistent and ongoing content sharing, you can establish trust and build rapport with prospects and clients. Touch on personal or emotional elements and you...
4 Marketing Afflictions that Plateau Financial Advisors
To get stuck or confused when it comes to marketing your financial planning practice is common. After all, you didn’t start your firm to be marketing or sales professional. You want to help clients plan for their future and achieve their dreams. Yet, you quickly realized that to fulfill your professional...
When and How Should Financial Advisors Use Social Media?
Social Media. You know your clients are on Facebook, LinkedIn, Twitter, Instagram and perhaps a few places you haven’t heard of yet. You acknowledge there is value engaging in the social sphere, but you have not cracked the code on how and when to expend your energy to make this...
6 Ways to Beat Stress When You Run Your Own Financial Planning Firm
The life of an independent financial advisor can be both challenging and rewarding. The more passionate you are about your work, the more likely you are to take on extra tasks and log longer hours. Burning the candle at both ends may result in a productivity boost for awhile, but...
Connect With Me