Thrive as An Independent Financial Advisor.
Create a profitable business, do meaningful work, and live the
life you desire. I’ll show you how.
Automate Your Marketing & Find More Freedom
Sign up for 3 FREE videos that teach 6 Steps to create your lead-to-lifelong client marketing system.
Media
"From my very first conversation with Kristin I knew her interest was heartfelt and genuine. I knew it mattered to her that I succeed, and she consistently provided expertise that was smart and relevant to our specific goals and brand...My attitude toward marketing did a 180: what started out as a chore for which I lacked much confidence has become a fun challenge and opportunity to share our message, passion and value add with our target audience." - Diane Bourdo, CFP ®, President, The Humphrey's Group
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
"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…
What action do you take when faced with imperfection? "The best is the enemy of the good." These words from Voltaire (often quoted as "perfect is the enemy of the good,") remind us all that many times it is best to forge ahead with an effort even when we know…
