Kristin Harad, Author at Kristin Harad - Financial Advisor Marketing

Communication Content Marketing Marketing

4 factors that prove you do not communicate too much

"How much communication is too much? I don't want to be annoying." This is the reason I hear most often from financial advisors for why they do not want to send regular communications to their prospect or client lists, post content for their Twitter or Facebook followers and engage with LinkedIn…

Kristin HaradApril 22, 2019

Featured Marketing

Finding Clarity: Define the 3 Elements of Your Brand Strategy

When I work an RIA to craft their marketing plan, the advisors inquire about client attraction techniques, as they eagerly want to know how to grow the business. Tactical discussion about blog posts, social media, networking, and SEO consume the conversation. I put these talks on hold as I explain…

Kristin HaradApril 9, 2019

Content Marketing Featured Marketing

Imperfect Marketing: why you need to get out there less than perfectly

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…

Kristin HaradJanuary 17, 2019

Featured Marketing Speaking

Avoid a Facebook Live Flub: 5 Mistakes You Can Prevent

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…

Kristin HaradJuly 18, 2018

Practice Management Skills Success

5 Steps to Better Networking

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…

Kristin HaradFebruary 12, 2018

Featured Practice Management

Get More Done: 9 Strategies for Overcoming Procrastination

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…

Kristin HaradJanuary 25, 2018

Featured Lifestyle Practice Management

How to Deal with Difficult People: 6 Tips to Keep Your Spirits High

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…

Kristin HaradNovember 22, 2017

Featured Lifestyle Practice Management

5 Habits to Keep You Happy – Part 2

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…

Kristin HaradOctober 27, 2017

Featured Lifestyle Practice Management Success

5 Habits to Keep You Happy – Part 1

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…

Kristin HaradOctober 4, 2017

Featured Marketing

The Only 5 Questions Your Website Needs to Answer

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…

Kristin HaradAugust 25, 2017

Kristin Harad

4 factors that prove you do not communicate too much

Finding Clarity: Define the 3 Elements of Your Brand Strategy

Imperfect Marketing: why you need to get out there less than perfectly

5 Steps to Better Networking

Get More Done: 9 Strategies for Overcoming Procrastination

How to Deal with Difficult People: 6 Tips to Keep Your Spirits High

5 Habits to Keep You Happy – Part 2

5 Habits to Keep You Happy – Part 1

The Only 5 Questions Your Website Needs to Answer

Find on Facebook

Recent Posts

Create the Practice and Life You Love.

Latest Tweets

Follow Me on Twitter

@KristinHarad

Connect with Me