Featured Archives - Page 3 of 5 - Kristin Harad

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

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

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

Featured Marketing

Advisor Branding: 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

Featured Practice Management

Advisor Productivity: 9 Strategies for Overcoming Procrastination and Getting More Done

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

Featured Marketing

The Only 5 Questions Your Financial Advisor Website Needs to Answer

How well does your website communicate, connect, and inspire? As a financial advisor, your advisor website's primary function is to prompt the right person to take action to improve their financial life. I invite you to review your firm's website through the eyes of that next client you would like…

Kristin HaradAugust 25, 2017

Grow faster and do more of what you love.

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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

Design a Better Client Experience to Keep Your Clients Happy

Intentional brand building for Financial Advisors

Make Advisor Marketing Easier by Choosing a Target Market

Advisor Branding: Define the 3 Elements of Your Brand Strategy

Advisor Productivity: 9 Strategies for Overcoming Procrastination and Getting More Done

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

The Only 5 Questions Your Financial Advisor Website Needs to Answer

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