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"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
Create a Magical Client Experience
Introduce a little magic into your client experience to surprise and delight. How do you create magic in the experience you offer your clients? Do you surprise and delight? Are you building loyalty or simply delivering your service? I just returned from Disneyland where I witnessed mastery of The Client...
5 Questions to Help You Achieve What You Want in 2015
Figure out what you really want and make your day-to-day actions support you along the way. It’s the end of the year and time for the obligatory Goal Setting blog post about how to make your dreams come true in 2015. But for the end of 2014 and for the...
Top 5 Excuses Independent Advisors Hide Behind to Avoid Content Marketing
Content marketing through channels such as blogs, videos, podcasts, and webinars is the modern way of creating awareness, driving interest and inviting engagement. Through consistent and ongoing content sharing, you can establish trust and build rapport with prospects and clients. Despite these benefits many independent advisors fail to participate. Hiding...
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