Practice Management Archives - Kristin Harad - Financial Advisor Marketing

Growth from $1M-$10M as a financial advisor

Featured Lifestyle Marketing Practice Management Success

Scaling Success From $1M-$10M: The Journey From Financial Advisor to CEO

A roadmap and resources to support your shift For entrepreneurial financial advisors, achieving the $1M revenue mark is undoubtedly a significant accomplishment. It’s a testament to your expertise, tenacity, and the value you provide. But, if you're reading this, chances are you're not satisfied with just maintaining the status quo.…

Kristin HaradSeptember 5, 2023

Conversion Optimization Featured Marketing Practice Management

Transforming first-time consultations into lifelong client relationships

The first consultation with a potential client is like a first date. It's a chance to make a strong impression, build trust, and pave the way for a deep and lasting relationship. However, while some first dates lead to lifelong partnerships, others might end in a simple handshake with no…

Kristin HaradAugust 21, 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

Business man recording a video representing Content Marketing: Financial advisor making a video

Content Marketing Featured Marketing Practice Management Success

Content marketing for financial advisors: Is it worth my time?

As a financial advisor you always have your eyes on ROI. Whether it’s acquiring new clients, engaging with existing ones, or just staying top of mind in the market, you’re on the hunt for the best use of your time. But what if there’s a way to benefit you, your…

Kristin HaradJune 21, 2022

Communication Featured Marketing Practice Management

Design a Better Client Experience to Keep 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

Content Marketing Marketing Practice Management

How to grow your RIA with content marketing

How do you get your ideal client to pay attention? You want to grow your firm and generate more revenue. In an earlier article, I explain that the first strategy to make this happen is to attract more high value, hyper-targeted clients. Once you define who that client is, then…

Kristin HaradJune 15, 2019

Stop guessing at your marketing strategy

Communication Content Marketing Featured Marketing Practice Management

Make Advisor Marketing Easier by Choosing a Target Market

Without clarity on how to grow, you and your team can waste resources blindly swinging at marketing strategies that aren't a fit. When you zero in on your ideal client and using a “high value, hyper-targeting” strategy, your marketing priorities fall into line. Clarifying this specific type of client whom…

Kristin HaradMay 26, 2019

Practice Management Skills Success

5 Steps to Better Networking for Financial Advisors

Networking is an essential skill for any financial advisor. The right connections can elevate your business from fledgling to thriving. The more people you know, the more opportunities will present themselves. Depending on your personal style, you may find networking events exhilarating, uncomfortable, or downright terrifying. You might prefer chatting…

Kristin HaradFebruary 12, 2018

Featured Practice Management

Advisor Productivity: 9 Strategies for Overcoming Procrastination and Getting More Done

It happens to the best of us: We leave some items on our to-do list, then they carry over to the next list, and the next. Eventually, we’re going out of our way to avoid them altogether. Everyone procrastinates a little now and then, but chronic procrastination can have a…

Kristin HaradJanuary 25, 2018

Featured Lifestyle Practice Management

How to Deal with Difficult People: 6 Tips to Keep Your Spirits High

The role of an advisor includes interacting with all kinds of people on a regular basis. While the majority of the people you meet are probably friendly, thoughtful, interesting people, once in awhile you may come across the kind of person so difficult that even the most sociable among us…

Kristin HaradNovember 22, 2017

Practice Management

Scaling Success From $1M-$10M: The Journey From Financial Advisor to CEO

Transforming first-time consultations into lifelong client relationships

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

Content marketing for financial advisors: Is it worth my time?

Design a Better Client Experience to Keep Your Clients Happy

How to grow your RIA with content marketing

Make Advisor Marketing Easier by Choosing a Target Market

5 Steps to Better Networking for Financial Advisors

Advisor Productivity: 9 Strategies for Overcoming Procrastination and Getting More Done

How to Deal with Difficult People: 6 Tips to Keep Your Spirits High

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