Communication Archives - Kristin Harad - Financial Advisor Marketing

Financial advisor conference earning CE credits

Communication Featured Practice Management Success

Beyond CE credits: how financial advisors can boost the ROI of attending industry conferences

Attending a live, in-person industry conference is a fantastic way for independent financial advisors to learn, grow, and connect with other professionals. Too often advisors attend these events solely for the continuing education (CE) credits and miss out on a wealth of opportunities outside of the sessions. In this article,…

Kristin HaradApril 5, 2023

Rainmakers can write sales scripts to pass on their knowledge in succession planning

Communication Featured Marketing Practice Management Success

The power of sales scripts in a rainmaker’s succession plan

How to transfer your success to the next generation of advisors If you’ve been running your advisory firm for more than two or three decades, you’re probably quite comfortable in the role of “rainmaker.” After all, you likely built a successful practice through years of persistence, hard work, and a…

Kristin HaradMarch 15, 2023

Communication Featured Marketing

The financial advisor marketing funnel: how to accelerate 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 views and visits (the top of the marketing funnel) to capture more leads to grow their business; however, one powerful way to increase your revenue…

Kristin HaradMarch 25, 2022

Communication Featured Marketing Success

Fewer services & higher fees: the financial advisor path to profits and fulfillment

If you’ve had your financial advisory firm for a while, and you know you are not charging enough, or you’re not charging what you want to earn, it’s time to take a hard look at your reality. Do you want to keep doing what you’re doing — overworking for every…

Kristin HaradOctober 27, 2021

marketing list of people who introduce themselves

Communication Featured Marketing

Most overlooked marketing plan element – 5 of 7

Welcome to my video series on how to create a financial advisor marketing plan. I invite you to work out your plan as you watch the videos. Today will focus on one of the most valuable elements which is also the most overlooked! The 7 Elements of a Financial Advisor…

Kristin HaradSeptember 12, 2020

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 Lifestyle

Will social distancing actually bring us closer?

With schools closed, employees working remotely, and people staying home, social distancing is meant to keep us apart to prevent the spread of COVID-19. While we remain physically separated from our communities, with disrupted daily routines, I believe that this distance will actually bring us closer. We're all in this…

Kristin HaradMarch 14, 2020

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

Communication

Beyond CE credits: how financial advisors can boost the ROI of attending industry conferences

The power of sales scripts in a rainmaker’s succession plan

The financial advisor marketing funnel: how to accelerate conversion

Fewer services & higher fees: the financial advisor path to profits and fulfillment

Most overlooked marketing plan element – 5 of 7

Giving up on your 2020 growth goal? 3 reasons to focus on marketing now

How RIAs can pivot from cancelled events to online success

Will social distancing actually bring us closer?

One easy way to make your clients happy

Find on Facebook

Recent Posts

Grow faster and do more of what you love.

Follow Me on Twitter

@KristinHarad

Connect with Me