Success Archives - Kristin Harad - Financial Advisor Marketing

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?

What does content marketing look like for advisors? How does content marketing help your RIA? What makes content marketing “difficult” for advisors? What makes content marketing simpler and more effective? How can you improve or start your content marketing? As a financial advisor you always have your eyes on ROI.…

Kristin HaradJune 21, 2022

financial advisor website as foundation for marketing

Content Marketing Featured Marketing Success

Your financial advisor website & other foundational marketing assets

Many financial advisors come to me asking about what to prioritize in their marketing. They’ve usually been in business awhile, feel stuck at a certain level, or have bigger goals they want to achieve. No matter what direction we take, the financial advisor website is the first place I look…

Kristin HaradFebruary 23, 2022

Featured Lifestyle Success Values

Beyond goal setting: get what you want out of 2022

It's goal setting season. This bodes well for financial advisors as many prospective clients spring from the sidelines in January to get the help they need. While I am confident you've set your own goals for the year, both professionally and personally, can you summarize what you want for the…

Kristin HaradJanuary 7, 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

Measure what matters in your marketing plan with meaningful metrics

Featured Marketing Success

Measure meaningful marketing metrics – 7 of 7 elements

Welcome to my video series on how to create a financial advisor marketing plan. In this week's video I close the series by tying back your marketing metrics to the first element, your growth goal. The 7 Elements of a Financial Advisor Marketing Plan Element #7 - Meaningful Marketing Metrics…

Kristin HaradOctober 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

Lifestyle Success

6 podcasts I recommend for your next walk

What used to be an occasional pursuit during my drives to pick up my children from their various activities is now part of my daily constitutional. I am consuming podcasts like never before! Heading into Week 6 after the closing of my yoga studio, pilates studio and Soul Cycle, I have…

Kristin HaradApril 19, 2020

Communication Featured Marketing Success

4 marketing clutter zones to tidy up for faster growth

A tidy space evokes joy and energizes you. Imagine what tidying up your marketing clutter can do for your business growth. Tidying up expert and best-selling author Marie Kondo inspires millions of people to spark joy in their lives by clearing clutter and organizing their home. Recently, my husband and…

Kristin HaradMay 17, 2019

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Grow faster and do more of what you love.

Please remember that each individual's success depends on his or her background, dedication, desire and motivation. As with any business endeavor, there is no certain guarantee that you will earn any money by following the techniques discussed. By entering your email address you are also requesting and agreeing to subscribe to our free Marketing Momentum email newsletter from which you can unsubscribe anytime.

Success

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

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

Your financial advisor website & other foundational marketing assets

Beyond goal setting: get what you want out of 2022

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

Measure meaningful marketing metrics – 7 of 7 elements

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

How RIAs can pivot from cancelled events to online success

6 podcasts I recommend for your next walk

4 marketing clutter zones to tidy up for faster growth

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Grow faster and do more of what you love.

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