Kristin Harad

financial advisor marketing plan - set your growth goal

Featured Marketing

Set your growth goal for your marketing plan

Welcome to my new series on how to create a financial advisor marketing plan. Each week, for the next 7 weeks, I will share a new element in my marketing plan framework. I invite you to join me here and work out your plan along the way. Please feel free…

Kristin HaradAugust 1, 2020

Marketing Plan for Financial Advisors - halfway through the year and glass half full

Communication Featured Marketing Success

Giving up on your 2020 growth goal? 3 reasons to focus on marketing now

June 30. Half way through a year that many would like to put behind us. Think back to January --- or even late 2019... the optimism for the new year. What goals did you set for your growth? How are you tracking against them? With this halfway mark, we…

Kristin HaradJune 29, 2020

Communication Content Marketing Featured Marketing Success

How RIAs can pivot from cancelled events to online success

The loss of live events---especially ones proving lucrative in years past---is leaving a surprising number of RIAs with no marketing plan to generate new prospects. Perhaps this pandemic is the push RIAs need to get their digital act together. If you have compelling content from an in-person seminar or event,…

Kristin HaradMay 9, 2020

Lifestyle Success

6 podcasts I recommend for your next walk

What used to be an occasional pursuit during my drives to pick up my children from their various activities is now part of my daily constitutional. I am consuming podcasts like never before! Heading into Week 6 after the closing of my yoga studio, pilates studio and Soul Cycle, I have…

Kristin HaradApril 19, 2020

Communication Featured Marketing Practice Management

Design a Better Client Experience to Keep Your Clients Happy

One of the best parts about the financial planning process is that you know your clients' birthdays right from the start of the relationship. No awkward asking or Linkedin snooping; you need that information to complete their plan. So, what are you doing to celebrate their day each year? Whether…

Kristin HaradJanuary 10, 2020

Featured Marketing

Intentional brand building for Financial Advisors

Intentional brand building creates a halo effect that helps you escape commodity status. The benefits of intentional brand building to advisors With 300,000 financial advisors in the United States competing for attention, you need to be clear on how you differentiate your brand in the marketplace. When you have clarity,…

Kristin HaradNovember 10, 2019

Content Marketing Marketing Practice Management

How to grow your RIA with content marketing

How do you get your ideal client to pay attention? You want to grow your firm and generate more revenue. In an earlier article, I explain that the first strategy to make this happen is to attract more high value, hyper-targeted clients. Once you define who that client is, then…

Kristin HaradJune 15, 2019

Stop guessing at your marketing strategy

Communication Content Marketing Featured Marketing Practice Management

Make Advisor Marketing Easier by Choosing a Target Market

Without clarity on how to grow, you and your team can waste resources blindly swinging at marketing strategies that aren't a fit. When you zero in on your ideal client and using a “high value, hyper-targeting” strategy, your marketing priorities fall into line. Clarifying this specific type of client whom…

Kristin HaradMay 26, 2019

Communication Content Marketing Marketing

4 factors that prove you do not communicate too much

"How much communication is too much? I don't want to be annoying." This is the reason I hear most often from financial advisors for why they do not want to send regular communications to their prospect or client lists, post content for their Twitter or Facebook followers and engage with LinkedIn…

Kristin HaradApril 22, 2019

Set your growth goal for your marketing plan

Giving up on your 2020 growth goal? 3 reasons to focus on marketing now

How RIAs can pivot from cancelled events to online success

6 podcasts I recommend for your next walk

Design a Better Client Experience to Keep Your Clients Happy

Intentional brand building for Financial Advisors

How to grow your RIA with content marketing

Make Advisor Marketing Easier by Choosing a Target Market

4 factors that prove you do not communicate too much

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