Marketing Archives - Page 5 of 5 - Kristin Harad

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

Featured Marketing

Decision Making Made Easy with Direct Marketing Basics

As an independent financial planner trying to do it all, you may wonder where to invest your effort in marketing for the best outcome and how to know if a particular outlet makes sense for your business. Make your decision easy by returning to the basic tenets of direct marketing.…

Kristin HaradMay 17, 2017

Featured Marketing

4 Ways Independent Financial Advisers Can Increase Revenue

Financial planners and advisers often describe marketing as the act of attracting “leads” to your firm whom you can then sell on becoming a client. With this myopic view you will miss out on multiple (and perhaps easier) ways to make more money in your business. Marketing is so much more…

Kristin HaradMay 10, 2017

Featured Marketing

Niche Isn’t Enough: How Financial Planners Need to Market Now

For the past decade I’ve listened as financial advisers tell me they are afraid if they pick a niche and speak to one target audience, they will lose out on opportunities. Financial planners get nervous about pigeonholing themselves, so they keep their options open, and do not commit to the…

Kristin HaradMay 4, 2017

Marketing

The Easiest Task to Check Off Your Marketing To-Do List before Year End

If you have clarity on your target audience, a web site that speaks to them, and a lead magnet to capture visitors to your site, you have a solid foundation for executing a successful marketing plan. One last foundation element to check off is to claim and tailor your online listings…

Kristin HaradDecember 15, 2016

Featured Marketing

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 HaradNovember 16, 2016

Featured Marketing

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 HaradAugust 30, 2016

Featured Marketing

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 HaradAugust 8, 2016

Marketing

Market Your Financial Advisor Practice Effectively

Overwhelmed by marketing? Here are four essential tasks where outsourcing and technology can help. “I don’t have time to do it myself!” is a common refrain from financial advisors when it comes to marketing. While marketing participation is essential for all advisors, there are many tasks you can outsource to…

Kristin HaradJanuary 24, 2016

Marketing

Have you hired your e-mail signature yet?

4 ways to update an overlooked marketing channel to build your brand and your business. Day in and day out you have the opportunity to make an impression on numerous clients, prospects, friends, colleagues, influencers, and partners in a powerful and effective way. Yet, many advisors are missing out on…

Kristin HaradAugust 14, 2015

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Marketing

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

Decision Making Made Easy with Direct Marketing Basics

4 Ways Independent Financial Advisers Can Increase Revenue

Niche Isn’t Enough: How Financial Planners Need to Market Now

The Easiest Task to Check Off Your Marketing To-Do List before Year End

5 Questions to Find Clarity & Shift Your Status Quo

Are You Afflicted with 80% Syndrome?

Client Attraction? Try Prospect Repelling

Market Your Financial Advisor Practice Effectively

Have you hired your e-mail signature yet?

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