All posts by Kristin Harad

5 Habits to Keep You Happy – Part 1

By | Featured, Lifestyle, Practice Management, Success | No Comments

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…

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website should show what's for sale

The Only 5 Questions Your Website Needs to Answer

By | Featured, Marketing | No Comments

How well does your website communicate, connect, and inspire?   As a financial advisor, your website’s primary function is to prompt the right person to take action to improve their financial life. I invite you to review your firm’s website through the eyes of that next client you would like…

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Sleeping woman w Mask

Rest Success: 7 Habits for a Good Night’s Sleep

By | Featured, Lifestyle | No Comments

Entrepreneurs often ask how best to stay motivated and productive, manage stress, and keep healthy and positive in the face of running a business and finding time for everything else in their lives. While there are all kinds of lifestyle choices that can help, there is one key factor that…

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Find Your Center

Instant Stress Relief – One Question to Center Yourself

By | Featured, Practice Management, Values | No Comments

What’s the one thing that is essential right now, in this moment? You may not believe it, but if you stop and ask yourself that question, especially at a time when you feel stress, you can eliminate angst and tune in to “the now.”  Done right, you’ll  experience or achieve…

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Learn to say no

7 Tips to Manage Deadlines as a Busy Financial Advisor

By | Featured, Practice Management | No Comments

Independent financial advisors lead busy lives with many commitments.  From managing a multitude of client relationships with on-going deliverables like financial plan updates and quarterly statements to meeting and following up with prospects, it can feel overwhelming trying to stay on top of everything. Managing deadlines is a skill that takes…

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How to Build Your Client Attraction Marketing System as a Independent Financial Advisor

By | Featured, Marketing | No Comments

When you attract more high-quality leads into your financial planning practice you can increase your revenue and spring from your plateau. However, scattered efforts to implement this straightforward notion often soak up an independent financial advisor’s resources.  You fail to show up regularly, and you exhaust yourself trying. To create momentum and…

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How to set financial planning fees to grow a sustainable advice firm

By | Featured, Marketing | No Comments

Do you dread the “What does this cost?” discussion with new prospects?  Have you ever given in to the pressure to discount your fee because you received pushback or resistance?  Have you rationalized a lower fee because “you need the money”? Setting financial planning fees that demonstrate the value you provide…

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5 Excuses Independent Advisors Hide Behind to Avoid Content Marketing

By | Featured, Marketing | No Comments

Content marketing through channels such as blogs, videos, podcasts, and webinars is the contemporary way to create awareness, drive interest and invite engagement in your service. Through consistent and ongoing content sharing, you can establish trust and build rapport with prospects and clients.  Touch on personal or emotional elements and you…

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4 Marketing Afflictions that Plateau Financial Advisors

By | Featured, Marketing | No Comments

To get stuck or confused when it comes to marketing your financial planning practice is common.  After all, you didn’t start your firm to be marketing or sales professional. You want to help clients plan for their future and achieve their dreams. Yet, you quickly realized that to fulfill your professional…

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When and How Should Financial Advisors Use Social Media?

By | Featured, Marketing | One Comment

Social Media. You know your clients are on Facebook, LinkedIn, Twitter, Instagram and perhaps a few places you haven’t heard of yet. You acknowledge there is value engaging in the social sphere, but you have not cracked the code on how and when to expend your energy to make this…

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Create the Practice and Life You Love.