Skip to main content
Category

Uncategorized

Uncategorized

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 Harad
May 8, 2017
Uncategorized

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 Harad
October 22, 2014

Grow faster and do more of what you love.