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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.

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Focus to grow your financial advisory firm

When it comes to practice management too many independent financial advisers attempt sporadic half-baked efforts to improve their business, throwing blindly at the marketing and operations dartboards. They approach each day scattered, without clarity on where to focus, spreading efforts too thin.  Although busy all day, they end the day questioning…
Kristin Harad
November 16, 2016
Laundry completion
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4 Steps to Master Task Completion

Getting Stuff Done Are You Afflicted with 80% Syndrome? You have clear vision, enthusiasm, and next steps, so you dive in to execute your plan. You even make some progress…quite a lot of progress. In fact, you complete about 80% of the effort necessary to finish the job. “This time…
Kristin Harad
August 30, 2016
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Client Attraction? Try Prospect Repelling

Your guide to scare away pests and take back your financial planning practice How many times have you heard that you must define exactly whom you want to attract in to your financial planning practice so you know where to direct your client attraction resources?  That concept is the foundation…
Kristin Harad
August 8, 2016
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Social Media: Pathetic or Powerful for Advisors?

Ah, social media. The buzz is everywhere about how you need to be “on it.” So, you’ve set up your business accounts, and you dabble on LinkedIn and maybe even Facebook and Twitter (X).  Do you wonder if you’re “doing it right?” Are you wasting your time? Try these seven…
Kristin Harad
June 1, 2016
Clients Car Wash by Hand
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Go Where Your Clients Are

3 Ways to Make Sure Potential Clients Know You Exist While You Learn Even More About Them Every week I drive my daughter Parker to ballet. As soon as I enter the parking structure, I see the right lane for “car wash clients only.”  Every week I think, "Hmmmm, should I have them clean…
Kristin Harad
May 20, 2016
Marketing

Market Your Financial Advisor Practice Effectively

Overwhelmed by marketing? Here are four essential tasks where outsourcing and technology can help. “I don’t have time to do it myself!” is a common refrain from financial advisors when it comes to marketing.   While marketing participation is essential for all advisors, there are many tasks you can outsource to…
Kristin Harad
January 24, 2016

Grow faster and do more of what you love.

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