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Focus to grow your financial advisory firm

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
Laundry completion
FeaturedMarketing

4 Steps to Master Task Completion

Getting Stuff Done Are You Afflicted with 80% Syndrome? 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…
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

Social Media: Pathetic or Powerful for Advisors?

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 (X).  Do you wonder if you’re “doing it right?” Are you wasting your time? Try these seven…
Kristin Harad
June 1, 2016
Clients Car Wash by Hand
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

Grow faster and do more of what you love.