When you think about the current state of your business (and your entrepreneurial life), what comes to mind?  What do you want to create?

Here's what I often hear from advisors who engage my help:

  • “I have lots of ideas but never get anything done. I need accountability and prioritization.”
  • “I’ve been running my financial planning firm for a while, but I am not nearly as successful as I know I can be.”
  • “I’ve plateaued, and I want to reach the next level.”
  • “I want to grow my business faster or get more out of it before I transition out.”
  • “I want to get organized and more focused on how I spend my time, money and energy.”
  • “I want to create marketing systems and use more technology and team to scale my business.”
  • “I work too hard and too many hours, and I need systems in place to ease the intensity.”

How you engage with me depends on your needs.  To help direct your path I outlined the most common needs of financial advisors who choose to enlist my help.
What kind of help do you want? 

If you want to:

DEEPEN your marketing and practice management knowledge

You can learn through free content on my blog (http://kristinharad.com/blog), LinkedIn posting and publishing (https://www.linkedin.com/in/kristinharad), and my Facebook Business Page (https://www.facebook.com/KristinHaradfan).

PINPOINT specific facets of your marketing

You like to learn on your own, but you need the steps to follow.  Take advantage of one of my complimentary guides and downloads as they become available.

ATTRACT more of the right kind of leads

Learn how to prioritize your marketing efforts and create your own client attraction system through my online, self-paced Leads You Love program. This course’s primary focus is to help you solidify your marketing foundation, know what efforts make sense to undertake, and help you grow your business systematically.  You’ll learn how to get your name out in the world in front of the right kind of person!

SYSTEMATIZE your prospect follow-up and client outreach

Capture more of the people interested in your service, know when and how to communicate with people who engage, and carry this relationship building into your client experience.  Learn how through the Complete Relationship Marketing Blueprint, a self-paced online course that outlines the 6 steps to take a lead to a lifelong client.  You will learn how to set up your systems to free up more of your time, money and energy to focus elsewhere in your business (or spend time outside the office).  If this intrigues you, and you haven’t already, I recommend you sign up for the free video series on this popular subject to learn more.

ELEVATE your practice, AMPLIFY your fulfillment

If you are ready to create the business and the lifestyle you know if possible for yourself, and you want hands-on planning, training and implementation support directed specifically to your needs over an extended period of time, then you may be a fit for my advanced Mastership Marketing 8-week Intensive Program.

This powerful program combines the accountability and elevation of commitment that comes from small group training with the personalization of 1-on-1 coaching to give you the strategy and the push you need!  The focus is on how to attract more revenue into your practice, reduce your workload and shift your support to team and technology, and amplify your fulfillment overall.


“I take your marketing and your overall fulfillment seriously and want to deliver training and guidance that matters most for your success. “ – Kristin

Not sure what path to take? Ask me. Submit this confidential questionnaire.

Organizations: Get Marketing Training for Your Financial Advisors

When you help advisors thrive in their practices, they are more likely to stay as loyal members, become raving fans and advocates for your organization. If your organization, network, or association supports independent advisors and their success as entrepreneurs, I can help you provide valuable and practical marketing training to your members.

If you are interested in discussing how we can create a partnership to benefit your members, please email me at Kristin@kristinharad.com.