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
"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
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
How many times have you heard that you must define exactly whom you want to attract in to your financial planning practice so you know where to direct your client attraction resources? That concept is the foundation of every marketing program I teach, every coaching discussion I have, and any...
“Should I email her again?” “What if I get the voicemail? Do I leave a message?” “Would a quick text be better?” While this sounds like first date woes, it’s actually one of the most common rejections financial planners experience with prospect marketing: non-response. Consider this familiar scenario: You meet...
Ah, social media. The buzz is everywhere about how you need to be “on it.” So, you’ve set up your business accounts, and you dabble on LinkedIn and maybe even Facebook and Twitter. Do you wonder if you’re “doing it right?” Are you wasting your time? Try these seven actions...
3 Ways to Make Sure Potential Clients Know You Exist While You Learn Even More About Them Every week I drive my daughter Parker to ballet. As soon as I enter the parking structure, I see the right lane for “car wash clients only.” Every week I think, “Hmmmm, should I have them clean...