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Kristin Harad

Kristin is a CERTIFIED FINANCIAL PLANNER™ professional. Managing her own firm, she grew it from zero to six figures in less than three years, completely from scratch. In 2014 Kristin transitioned full time into training and coaching, where she now helps independent financial advisors to grow their firms.

Implementation for financial advisors
CommunicationFeaturedMarketingRelationship MarketingSuccess

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 Harad
October 5, 2023
Growth from $1M-$10M as a financial advisor
FeaturedLifestyleMarketingPractice ManagementSuccess

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 Harad
September 5, 2023
Partnership marketing, Referral partner COI
FeaturedMarketingRelationship 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 Harad
July 8, 2023

Grow faster and do more of what you love.