Kristin Harad

Growth from $1M-$10M as a financial advisor

Featured Lifestyle Marketing Practice Management Success

Scaling Success From $1M-$10M: The Journey From Financial Advisor to CEO

A roadmap and resources to support your shift For entrepreneurial financial advisors, achieving the $1M revenue mark is undoubtedly a significant accomplishment. It’s a testament to your expertise, tenacity, and the value you provide. But, if you're reading this, chances are you're not satisfied with just maintaining the status quo.…

Kristin HaradSeptember 5, 2023

Conversion Optimization Featured Marketing Practice Management

Transforming first-time consultations into lifelong client relationships

The first consultation with a potential client is like a first date. It's a chance to make a strong impression, build trust, and pave the way for a deep and lasting relationship. However, while some first dates lead to lifelong partnerships, others might end in a simple handshake with no…

Kristin HaradAugust 21, 2023

Partnership marketing, Referral partner COI

Featured Marketing Relationship Marketing

Partnership marketing strategy for advisors: The 3×3 Rule of to get the most from COI collaboration efforts

Veterans in the wealth management industry know that fostering strong relationships with Centers of Influence (COIs) can have a meaningful impact on your firm’s growth. But, if you’ve spent time connecting over coffee meet-ups and longer-than-you’d-like lunches that do not pan out with opportunity, you may be frustrated with the…

Kristin HaradJuly 8, 2023

Welcome your new client with a welcome kit

Conversion Optimization Featured Marketing

Welcome Kits for Financial Advisors: Unlocking the ultimate strategy for better lead-to-client conversion

Do sales conversations slow you down as a financial advisor? Are you looking to remove some of the friction in the conversion process? What if you could transform that crucial initial meeting into a mere formality? Imagine a scenario where the client has already made up their mind to work…

Kristin HaradJune 11, 2023

financial advisor advertising on social media for lead generation

Content Marketing Featured Marketing

Social media advertising: why many financial advisors struggle with it

Is social media advertising a good use of advisor 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…

Kristin HaradMay 23, 2023

Task and time management for advisors - how to get it under control

Featured Productivity

Time Management for Financial Advisors: Find Extra Time 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

Featured Networking

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

Advisor Lead magnet to build marketing list

Conversion Optimization Marketing

Lead magnet for financial advisors: Create 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?

As a financial advisor you always have your eyes on ROI. Whether it’s acquiring new clients, engaging with existing ones, or just staying top of mind in the market, you’re on the hunt for the best use of your time. But what if there’s a way to benefit you, your…

Kristin HaradJune 21, 2022

Scaling Success From $1M-$10M: The Journey From Financial Advisor to CEO

Transforming first-time consultations into lifelong client relationships

Partnership marketing strategy for advisors: The 3×3 Rule of to get the most from COI collaboration efforts

Welcome Kits for Financial Advisors: Unlocking the ultimate strategy for better lead-to-client conversion

Social media advertising: why many financial advisors struggle with it

Time Management for Financial Advisors: Find Extra Time 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

Lead magnet for financial advisors: Create an effective lead magnet to build your marketing list

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

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