Thrive as An Independent Financial Advisor.
Create a profitable business, do meaningful work, and live the
life you desire. I’ll show you how.
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"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
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
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…
When you interview other service providers who target the same niche that you do, you can bring value to your audience and extend your reach at the same time. This is a practice I have used for years with my Implement Now Virtual Summit and countless webinars. Take the same…
Networking is an essential skill for any financial advisor. The right connections can elevate your business from fledgling to thriving. The more people you know, the more opportunities will present themselves. Depending on your personal style, you may find networking events exhilarating, uncomfortable, or downright terrifying. You might prefer chatting…
