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
"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 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
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
It happens to the best of us: We leave some items on our to-do list, then they carry over to the next list, and the next. Eventually, we’re going out of our way to avoid them altogether. Everyone procrastinates a little now and then, but chronic procrastination can have a...
The role of an advisor includes interacting with all kinds of people on a regular basis. While the majority of the people you meet are probably friendly, thoughtful, interesting people, once in awhile you may come across the kind of person so difficult that even the most sociable among us...
Independent financial advisors need to be self-motivated and focused to succeed. This discipline doesn’t apply just to our work, however. Being happy in both our personal and professional lives takes practice just like any other skill. A few weeks ago, I posted part one of this article, featuring several good...
The life of an independent financial advisor is extremely busy and full. Whether you’re just starting out or enjoying great success, each stage brings a new set of challenges. Long hours and a busy schedule can make it easy to get so wrapped up in your work that you neglect...