Kristin Harad

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

Marketing assets: The foundations of digital marketing for financial advisors

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

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

Content Marketing Featured Marketing

Video marketing for financial advisors: how to get started

Resonate better with the right people through video Video marketing may seem intimidating, but after more than a year of speaking in front of a camera for Zoom meetings, you are nearly a pro! In this video, I cover the basics on how to start doing video marketing to build…

Kristin HaradApril 12, 2021

Measure what matters in your marketing plan with meaningful metrics

Featured Marketing Success

Measure meaningful marketing metrics – 7 of 7 elements

Welcome to my video series on how to create a financial advisor marketing plan. In this week's video I close the series by tying back your marketing metrics to the first element, your growth goal. The 7 Elements of a Financial Advisor Marketing Plan Element #7 - Meaningful Marketing Metrics…

Kristin HaradOctober 12, 2020

relationship marketing sending email and communications

Featured Marketing

Marketing for the full relationship – 6 of 7 marketing plan elements

Welcome to my video series on how to create a financial advisor marketing plan. In this week's video I talk about the relationships marketing system. Start mapping out each step to define what you want your clients to experience. To watch this series from the beginning, click here. The 7…

Kristin HaradSeptember 23, 2020

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

Featured Marketing

Define your client attraction system – 4 of 7 elements

Welcome to my video series on how to create a financial advisor marketing plan. I invite you to join me here and work out your plan along the way. Today's topic is all building your client attraction system. Please feel free to ask questions in the comments as we go. …

Kristin HaradAugust 14, 2020

Featured Marketing

Service offering & pricing – 3 of 7 elements in your advisor marketing plan

Welcome to my video series on how to create a financial advisor marketing plan. Today's element is focused on creating clarity around your service offering and pricing. I invite you to join me here and work out your plan along the way. Please feel free to ask questions in the…

Kristin HaradAugust 14, 2020

Featured Marketing

Build your financial advisor marketing plan – 2 of 7 elements

Welcome to my video series on how to create a financial advisor marketing plan. I invite you to join me here and work out your plan along the way. Please feel free to ask questions in the comments as we go. If you missed Element #1, click here to watch…

Kristin HaradAugust 7, 2020

The financial advisor marketing funnel: how to accelerate conversion

Marketing assets: The foundations of digital marketing for financial advisors

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

Video marketing for financial advisors: how to get started

Measure meaningful marketing metrics – 7 of 7 elements

Marketing for the full relationship – 6 of 7 marketing plan elements

Most overlooked marketing plan element – 5 of 7

Define your client attraction system – 4 of 7 elements

Service offering & pricing – 3 of 7 elements in your advisor marketing plan

Build your financial advisor marketing plan – 2 of 7 elements

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