Featured Archives - Page 2 of 5 - Kristin Harad

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

Communication Featured Lifestyle

Will social distancing actually bring us closer?

With schools closed, employees working remotely, and people staying home, social distancing is meant to keep us apart to prevent the spread of COVID-19. While we remain physically separated from our communities, with disrupted daily routines, I believe that this distance will actually bring us closer. We're all in this…

Kristin HaradMarch 14, 2020

Communication Featured Marketing Practice Management

One easy way to make 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 to grow your firm

Intentional brand building creates a halo effect that helps you escape commodity status. The benefits of intentional brand building 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, so will…

Kristin HaradNovember 10, 2019

Communication Featured Marketing

How and where to improve your marketing for higher 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 more leads to grow their business; however, one powerful way to increase your revenue is to upgrade your follow-up marketing system and prospect experience. With…

Kristin HaradAugust 30, 2019

Communication Content Marketing Featured Marketing Practice Management

Failing to execute? Make marketing easy with this strategy

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 Featured Marketing Success

4 marketing clutter zones to tidy up for faster growth

A tidy space evokes joy and energizes you. Imagine what tidying up your marketing clutter can do for your business growth. Tidying up expert and best-selling author Marie Kondo inspires millions of people to spark joy in their lives by clearing clutter and organizing their home. Recently, my husband and…

Kristin HaradMay 17, 2019

Featured Marketing

Finding Clarity: Define the 3 Elements of Your Brand Strategy

When I work an RIA to craft their marketing plan, the advisors inquire about client attraction techniques, as they eagerly want to know how to grow the business. Tactical discussion about blog posts, social media, networking, and SEO consume the conversation. I put these talks on hold as I explain…

Kristin HaradApril 9, 2019

Content Marketing Featured Marketing

Imperfect Marketing: why you need to get out there less than perfectly

What action do you take when faced with imperfection? "The best is the enemy of the good." These words from Voltaire (often quoted as "perfect is the enemy of the good,") remind us all that many times it is best to forge ahead with an effort even when we know…

Kristin HaradJanuary 17, 2019

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Featured

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

How RIAs can pivot from cancelled events to online success

Will social distancing actually bring us closer?

One easy way to make your clients happy

Intentional brand building to grow your firm

How and where to improve your marketing for higher conversion

Failing to execute? Make marketing easy with this strategy

4 marketing clutter zones to tidy up for faster growth

Finding Clarity: Define the 3 Elements of Your Brand Strategy

Imperfect Marketing: why you need to get out there less than perfectly

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