Systematize Client Communications Thank you - Kristin Harad

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

Communication Featured Marketing

The financial advisor marketing funnel: how to accelerate conversion

If the fortune is in the follow-up, why do so few RIAs have a defined conversion process in place? Firms want to focus on attracting views and visits (the top of the marketing funnel) to capture more leads to grow their business; however, one powerful way to increase your revenue…

Kristin HaradMarch 25, 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

Thank you for requesting the systematize client communications guidebook.

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

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

The financial advisor marketing funnel: how to accelerate conversion

Your financial advisor website & other foundational marketing assets

Beyond goal setting: get what you want out of 2022

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