Uncategorized Archives - Kristin Harad - Financial Advisor Marketing

Lead magnets pull in target audience for your list

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Use an effective lead magnet to build your marketing list

List building with a lead magnet Building your email list is one of the most valuable assets you can create as a financial advisory firm. In an industry that relies on considered purchases that have long sales cycles, nurturing your list through strategic marketing can pay off over time. But…

Kristin HaradMarch 5, 2023

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5 Ways to Keep Moving Forward

Self-employment brings with it freedom and flexibility, but it also presents a host of new challenges. As an independent financial advisor, there may be times when you find yourself feeling overwhelmed or unsure of how to stay focused and energized. Whether you’ve been in the game for awhile, or you’re…

Kristin HaradMay 8, 2017

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5 Reasons Financial Advisors Should Use Video for Client Meetings

Learn how and why to leverage video technology to deepen client engagement. If you insist on only conducting client meetings in person, don’t be surprised if your clients are increasingly stalling when it comes time to schedule a review. More commonly this is because they have become so used to…

Kristin HaradApril 20, 2015

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Top 5 Excuses Independent Advisors Hide Behind to Avoid Content Marketing

Content marketing through channels such as blogs, videos, podcasts, and webinars is the modern way of creating awareness, driving interest and inviting engagement. Through consistent and ongoing content sharing, you can establish trust and build rapport with prospects and clients. Despite these benefits many independent advisors fail to participate. Hiding…

Kristin HaradJanuary 13, 2015

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5 Questions to Help You Achieve What You Want in 2015

Figure out what you really want and make your day-to-day actions support you along the way. It’s the end of the year and time for the obligatory Goal Setting blog post about how to make your dreams come true in 2015. But for the end of 2014 and for the…

Kristin HaradDecember 24, 2014

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Create a Magical Client Experience

Introduce a little magic into your client experience to surprise and delight. How do you create magic in the experience you offer your clients? Do you surprise and delight? Are you building loyalty or simply delivering your service? I just returned from Disneyland where I witnessed mastery of The Client…

Kristin HaradOctober 22, 2014

Grow faster and do more of what you love.

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Uncategorized

Use an effective lead magnet to build your marketing list

5 Ways to Keep Moving Forward

5 Reasons Financial Advisors Should Use Video for Client Meetings

Top 5 Excuses Independent Advisors Hide Behind to Avoid Content Marketing

5 Questions to Help You Achieve What You Want in 2015

Create a Magical Client Experience

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