Thrive as An Independent Financial Advisor.
Create a profitable practice, do meaningful work, and live the
life you desire. I’ll show you how.
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"Kristin helped me clearly outline the steps so I now have a plan going forward to market to a niche. I will be able to focus on one thing. Kristin helped me clearly outline the steps so I now have a plan going forward to market to a niche. I will be able to focus on one thing." - Emilie Goldman, CPA, 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 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
Are You Afflicted with 80% Syndrome?
You have clear vision, enthusiasm, and next steps, so you dive in to execute your plan. You even make some progress…quite a lot of progress. In fact, you complete about 80% of the effort necessary to finish the job. “This time will be different,” you declare, “ I will get...
Client Attraction? Try Prospect Repelling
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...
Stuck in Prospect Purgatory?
“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...
Social Media: Pathetic or Powerful?
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...
Go Where Your Clients Are
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...
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