Communication Archives - Kristin Harad - Financial Advisor Marketing

Business Development Ecosystem - marketing sales working together

Communication Featured Marketing Practice Management Success

The Business Development Ecosystem: Level up Your Firm’s Growth Approach

How do you unlock more growth? If you’re an established financial advisory firm that wants to capitalize on your full potential to serve more people, it may be time to uplevel your focus. One key to crafting a successful Version 2.0 of your firm lies in viewing marketing, sales, and…

Kristin HaradDecember 11, 2023

Communication Featured Marketing Relationship Marketing Success

Progress Over Perfection: Why Financial Advisors Should Embrace the Implementation ‘Grey Zone’

Ask any financial advisor about the advice and projections they give to clients, and they’ll say that precision is paramount (and their compliance officer will second that). Yet, when this meticulousness spills over into marketing, sales, and overall business management, it can be a double-edged sword: the same perfectionism which…

Kristin HaradOctober 5, 2023

Rainmakers can write sales scripts to pass on their knowledge in succession planning

Communication Featured Marketing Practice Management Success

The power of sales scripts in a rainmaker’s succession plan

How to transfer your success to the next generation of advisors If you’ve been running your advisory firm for more than two or three decades, you’re probably quite comfortable in the role of “rainmaker.” After all, you likely built a successful practice through years of persistence, hard work, and a…

Kristin HaradMarch 15, 2023

Communication Featured Marketing

The financial advisor marketing funnel: how to accelerate 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 views and visits (the top of the marketing funnel) to capture more leads to grow their business; however, one powerful way to increase your revenue…

Kristin HaradMarch 25, 2022

Communication Featured Marketing Success

The financial advisor path to growing your firm: fewer services & higher fees

If you’ve had your financial advisory firm for a while, and you know you are not charging enough, or you’re not charging what you want to earn, it’s time to take a hard look at your reality. Do you want to keep doing what you’re doing — overworking for every…

Kristin HaradOctober 27, 2021

marketing list of people who introduce themselves

Communication Featured Marketing

Most overlooked marketing plan element – 5 of 7

Welcome to my video series on how to create a financial advisor marketing plan. I invite you to work out your plan as you watch the videos. Today will focus on one of the most valuable elements which is also the most overlooked! The 7 Elements of a Financial Advisor…

Kristin HaradSeptember 12, 2020

Communication Content Marketing Featured Marketing Success

How RIAs can pivot from cancelled events to online success

The loss of live events---especially ones proving lucrative in years past---is leaving a surprising number of RIAs with no marketing plan to generate new prospects. Perhaps this pandemic is the push RIAs need to get their digital act together. If you have compelling content from an in-person seminar or event,…

Kristin HaradMay 9, 2020

Communication Featured Marketing Practice Management

Design a Better Client Experience to Keep Your Clients Happy

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…

Kristin HaradJanuary 10, 2020

Stop guessing at your marketing strategy

Communication Content Marketing Featured Marketing Practice Management

Make Advisor Marketing Easier by Choosing a Target Market

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

The Business Development Ecosystem: Level up Your Firm’s Growth Approach

Progress Over Perfection: Why Financial Advisors Should Embrace the Implementation ‘Grey Zone’

The power of sales scripts in a rainmaker’s succession plan

The financial advisor marketing funnel: how to accelerate conversion

The financial advisor path to growing your firm: fewer services & higher fees

Most overlooked marketing plan element – 5 of 7

How RIAs can pivot from cancelled events to online success

Design a Better Client Experience to Keep Your Clients Happy

Make Advisor Marketing Easier by Choosing a Target Market

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