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Featured Practice Management

7 Tips to Manage Deadlines as a Busy Financial Advisor

Independent financial advisors lead busy lives with many commitments. From managing a multitude of client relationships with on-going deliverables like financial plan updates and quarterly statements to meeting and following up with prospects, it can feel overwhelming trying to stay on top of everything. Managing deadlines is a skill that takes…

Kristin HaradJuly 13, 2017

Featured Marketing

How to Build Your Client Attraction Marketing System as a Independent Financial Advisor

When you attract more high-quality leads into your financial planning practice you can increase your revenue and spring from your plateau. However, scattered efforts to implement this straightforward notion often soak up an independent financial advisor’s resources. You fail to show up regularly, and you exhaust yourself trying. To create momentum and…

Kristin HaradJuly 12, 2017

Featured Marketing

How to set financial planning fees to grow a sustainable advice firm

Do you dread the “What does this cost?” discussion with new prospects? Have you ever given in to the pressure to discount your fee because you received pushback or resistance? Have you rationalized a lower fee because “you need the money”? Setting financial planning fees that demonstrate the value you provide…

Kristin HaradJuly 5, 2017

Content Marketing Featured Marketing

5 Excuses Financial Advisors Use to Avoid Content Marketing

Content marketing through channels such as blogs, videos, podcasts, and webinars is the contemporary way to create awareness, drive interest and invite engagement in your service. Through consistent and ongoing content sharing, you can establish trust and build rapport with prospects and clients. Touch on personal or emotional elements and you…

Kristin HaradJune 28, 2017

Featured Marketing

4 Marketing Afflictions that Plateau Financial Advisors

To get stuck or confused when it comes to marketing your financial planning practice is common. After all, you didn’t start your firm to be marketing or sales professional. You want to help clients plan for their future and achieve their dreams. Yet, you quickly realized that to fulfill your professional…

Kristin HaradJune 21, 2017

Featured Lifestyle Practice Management

6 Ways to Beat Stress When You Run Your Own Financial Planning Firm

The life of an independent financial advisor can be both challenging and rewarding. The more passionate you are about your work, the more likely you are to take on extra tasks and log longer hours. Burning the candle at both ends may result in a productivity boost for awhile, but…

Kristin HaradJune 12, 2017

Featured Marketing

How to Fix Your Financial Planning Web Site to Make More Money

Put on your shoes. Find your bus pass. Get your backpack. These instructions on my pre-teen son’s morning task list spell out exactly what actions he must take to get out the door on time and prepared. While I would prefer that he figure it out for himself, I realize that…

Kristin HaradJune 7, 2017

Featured Marketing

Financial Planner Marketing Metrics: What’s on Your Dashboard?

To make informed, confident decisions about directing your resources for your financial planning firm you must set and measure against metrics. Tracking marketing metrics not only reinforces singular focus as you hone in on improving specific numbers, it also reveals how well you are performing. And that may be an…

Kristin HaradMay 24, 2017

Featured Success Values

Do You Align Your Actions with Your Values? Try this one-page template.

I've always been a big fan of leading with values. After all, how are you supposed to decide what choices make sense if you do not have absolute clarity on what matters most to you? You may use values-oriented exercises with your clients to help develop a meaningful financial plan…

Kristin HaradMay 19, 2017

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Featured

7 Tips to Manage Deadlines as a Busy Financial Advisor

How to Build Your Client Attraction Marketing System as a Independent Financial Advisor

How to set financial planning fees to grow a sustainable advice firm

5 Excuses Financial Advisors Use to Avoid Content Marketing

4 Marketing Afflictions that Plateau Financial Advisors

6 Ways to Beat Stress When You Run Your Own Financial Planning Firm

How to Fix Your Financial Planning Web Site to Make More Money

Financial Planner Marketing Metrics: What’s on Your Dashboard?

Do You Align Your Actions with Your Values? Try this one-page template.

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