Thrive as An Independent Financial Advisor.
Create a profitable business, do meaningful work, and live the
life you desire. I’ll show you how.
Schedule A Call
Media
"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 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.
Ready to Fulfill Your Potential?
Get experienced help.
The Advisor Adventure
Featured Posts by Kristin Harad
One of the best parts about the financial planning process is that you know your clients' birthdays right from the start of the relationship. No awkward asking or Linkedin snooping; you need that information to complete their plan. So, what are you doing to celebrate their day each year? Whether…
Intentional brand building creates a halo effect that helps you escape commodity status. The benefits of intentional brand building With 300,000 financial advisors in the United States competing for attention, you need to be clear on how you differentiate your brand in the marketplace. When you have clarity, so will…
If the fortune is in the follow-up, why do so few RIAs have a defined conversion process in place? Firms want to focus on attracting more leads to grow their business; however, one powerful way to increase your revenue is to upgrade your follow-up marketing system and prospect experience. With…
Do you want to attract more high-quality clients and provide value to your existing clientele at the same time? One proven strategy that RIAs and financial advisors can add to an existing content marketing plan is to expand beyond the content you create internally. You can become a curator. Curators…
