Kristin Harad, Author at Kristin Harad - Financial Advisor Marketing

How and where to improve your marketing for higher conversion

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…

Kristin HaradAugust 30, 2019

Communication Content Marketing Marketing

Content marketing pro tip: curate to augment your efforts

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…

Kristin HaradJuly 19, 2019

Content Marketing Marketing Practice Management

How to grow your RIA with content marketing

How do you get your ideal client to pay attention? You want to grow your firm and generate more revenue. In an earlier article, I explain that the first strategy to make this happen is to attract more high value, hyper-targeted clients. Once you define who that client is, then…

Kristin HaradJune 15, 2019

Communication Content Marketing Featured Marketing Practice Management

Failing to execute? Make marketing easy with this strategy

Without clarity on how to grow, you and your team can waste resources blindly swinging at marketing strategies that aren't a fit. When you zero in on your ideal client and using a “high value, hyper-targeting” strategy, your marketing priorities fall into line. Clarifying this specific type of client whom…

Kristin HaradMay 26, 2019

Communication Featured Marketing Success

4 marketing clutter zones to tidy up for faster growth

A tidy space evokes joy and energizes you. Imagine what tidying up your marketing clutter can do for your business growth. Tidying up expert and best-selling author Marie Kondo inspires millions of people to spark joy in their lives by clearing clutter and organizing their home. Recently, my husband and…

Kristin HaradMay 17, 2019

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

Kristin Harad

How and where to improve your marketing for higher conversion

How to grow your RIA with content marketing

Failing to execute? Make marketing easy with this strategy

4 marketing clutter zones to tidy up for faster growth

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

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