Featured Archives - Page 2 of 5 - Kristin Harad

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

Featured Practice Management

Get More Done: 9 Strategies for Overcoming Procrastination

It happens to the best of us: We leave some items on our to-do list, then they carry over to the next list, and the next. Eventually, we’re going out of our way to avoid them altogether. Everyone procrastinates a little now and then, but chronic procrastination can have a…

Kristin HaradJanuary 25, 2018

Featured Lifestyle Practice Management

How to Deal with Difficult People: 6 Tips to Keep Your Spirits High

The role of an advisor includes interacting with all kinds of people on a regular basis. While the majority of the people you meet are probably friendly, thoughtful, interesting people, once in awhile you may come across the kind of person so difficult that even the most sociable among us…

Kristin HaradNovember 22, 2017

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Featured

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

Get More Done: 9 Strategies for Overcoming Procrastination

How to Deal with Difficult People: 6 Tips to Keep Your Spirits High

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