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5 Questions to Find Clarity & Shift Your Status Quo

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
FeaturedMarketing

Are You Afflicted with 80% Syndrome?

4 Steps to Master the Skill of Completion 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 will…
Kristin Harad
August 30, 2016
FeaturedMarketing

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
Featured

Stuck in Prospect Purgatory?

The 4-part prospect marketing system to stay productive even when you feel rejected “Should I email her again?” “What if I get the voicemail? Do I leave a message?” “Would a quick text be better?” While this sounds like first date woes, it’s actually one of the most common rejections…
Kristin Harad
August 2, 2016
Featured

Social Media: Pathetic or Powerful?

7 Actions to Take Now to be a Power User   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.  Do you wonder if you’re “doing it right?”…
Kristin Harad
June 1, 2016
Featured

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

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