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 has been such a great coach for me. She has helped me focus my marketing strategy and provided me the plans to rebrand my business. Her background in both advertising and financial planning make her a perfect marketing strategist. She is smart, practical and knows her stuff. She is an excellent choice for any advisor needing to improve their marketing game." - Lance Blount, 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
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...
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...
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...
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...