Thrive as An Independent Financial Advisor.
Create a profitable business, do meaningful work, and live the
life you desire. I’ll show you how.
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"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
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
A tidy space evokes joy and energizes you. Imagine what tidying up your marketing clutter can do for your business growth. Tidying up expert and best-selling author Marie Kondo inspires millions of people to spark joy in their lives by clearing clutter and organizing their home. Recently, my husband and…
"How much communication is too much? I don't want to be annoying." This is the reason I hear most often from financial advisors for why they do not want to send regular communications to their prospect or client lists, post content for their Twitter or Facebook followers and engage with LinkedIn…
When I work an RIA to craft their marketing plan, the advisors inquire about client attraction techniques, as they eagerly want to know how to grow the business. Tactical discussion about blog posts, social media, networking, and SEO consume the conversation. I put these talks on hold as I explain…
