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
"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. 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
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
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
Overwhelmed by marketing? Here are four essential tasks where outsourcing and technology can help. “I don’t have time to do it myself!” is a common refrain from financial advisors when it comes to marketing. While marketing participation is essential for all advisors, there are many tasks you can outsource to...
4 ways to update an overlooked marketing channel to build your brand and your business. Day in and day out you have the opportunity to make an impression on numerous clients, prospects, friends, colleagues, influencers, and partners in a powerful and effective way. Yet, many advisors are missing out on...
Learn how and why to leverage video technology to deepen client engagement. If you insist on only conducting client meetings in person, don’t be surprised if your clients are increasingly stalling when it comes time to schedule a review. More commonly this is because they have become so used to...