Kristin Harad, Author at Kristin Harad - Financial Advisor Marketing

financial advisor advertising on social media for lead generation

Traps of social media advertising: why many financial advisors struggle

Is social media advertising a good use of resources? What is it about the allure of social media advertising that makes financial advisors think they should be advertising on Facebook? For most solo, small or medium-sized RIAs, purchasing social media ads is far from the best use of limited resources.…

Kristin HaradMay 23, 2023

Task management - how to get it under control

Content Marketing Featured Practice Management

Find time for marketing with better task management

Lack of time is one of the biggest excuses advisors have for failing to focus on marketing. “I don’t know when I can fit it in!” they exclaim. Luckily, you can free up more of your time and energy to concentrate on essential business development tasks (or other parts of…

Kristin HaradMay 4, 2023

Financial advisor conference earning CE credits

Communication Featured Practice Management Success

Beyond CE credits: how financial advisors can boost the ROI of attending industry conferences

Attending a live, in-person industry conference is a fantastic way for independent financial advisors to learn, grow, and connect with other professionals. Too often advisors attend these events solely for the continuing education (CE) credits and miss out on a wealth of opportunities outside of the sessions. In this article,…

Kristin HaradApril 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

Lead magnets pull in target audience for your list

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Use an effective lead magnet to build your marketing list

List building with a lead magnet Building your email list is one of the most valuable assets you can create as a financial advisory firm. In an industry that relies on considered purchases that have long sales cycles, nurturing your list through strategic marketing can pay off over time. But…

Kristin HaradMarch 5, 2023

Business man recording a video representing Content Marketing: Financial advisor making a video

Content Marketing Featured Marketing Practice Management Success

Content marketing for financial advisors: Is it worth my time?

What does content marketing look like for advisors? How does content marketing help your RIA? What makes content marketing “difficult” for advisors? What makes content marketing simpler and more effective? How can you improve or start your content marketing? As a financial advisor you always have your eyes on ROI.…

Kristin HaradJune 21, 2022

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

financial advisor website as foundation for marketing

Content Marketing Featured Marketing Success

Your financial advisor website & other foundational marketing assets

Many financial advisors come to me asking about what to prioritize in their marketing. They’ve usually been in business awhile, feel stuck at a certain level, or have bigger goals they want to achieve. No matter what direction we take, the financial advisor website is the first place I look…

Kristin HaradFebruary 23, 2022

Featured Lifestyle Success Values

Beyond goal setting: get what you want out of 2022

It's goal setting season. This bodes well for financial advisors as many prospective clients spring from the sidelines in January to get the help they need. While I am confident you've set your own goals for the year, both professionally and personally, can you summarize what you want for the…

Kristin HaradJanuary 7, 2022

Communication Featured Marketing Success

Fewer services & higher fees: the financial advisor path to profits and fulfillment

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

Kristin Harad

Traps of social media advertising: why many financial advisors struggle

Find time for marketing with better task management

Beyond CE credits: how financial advisors can boost the ROI of attending industry conferences

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

Use an effective lead magnet to build your marketing list

Content marketing for financial advisors: Is it worth my time?

The financial advisor marketing funnel: how to accelerate conversion

Your financial advisor website & other foundational marketing assets

Beyond goal setting: get what you want out of 2022

Fewer services & higher fees: the financial advisor path to profits and fulfillment

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