Financial Advisor Archives - Kristin Harad - Financial Advisor Marketing

5 Steps to Better Networking

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

Get More Done: 9 Strategies for Overcoming Procrastination

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

Featured Lifestyle Practice Management

5 Habits to Keep You Happy – Part 2

Independent financial advisors need to be self-motivated and focused to succeed. This discipline doesn’t apply just to our work, however. Being happy in both our personal and professional lives takes practice just like any other skill. A few weeks ago, I posted part one of this article, featuring several good…

Kristin HaradOctober 27, 2017

Featured Lifestyle Practice Management Success

5 Habits to Keep You Happy – Part 1

The life of an independent financial advisor is extremely busy and full. Whether you’re just starting out or enjoying great success, each stage brings a new set of challenges. Long hours and a busy schedule can make it easy to get so wrapped up in your work that you neglect…

Kristin HaradOctober 4, 2017

Featured Marketing

The Only 5 Questions Your Website Needs to Answer

How well does your website communicate, connect, and inspire? As a financial advisor, your website's primary function is to prompt the right person to take action to improve their financial life. I invite you to review your firm's website through the eyes of that next client you would like…

Kristin HaradAugust 25, 2017

Featured Practice Management

7 Tips to Manage Deadlines as a Busy Financial Advisor

Independent financial advisors lead busy lives with many commitments. From managing a multitude of client relationships with on-going deliverables like financial plan updates and quarterly statements to meeting and following up with prospects, it can feel overwhelming trying to stay on top of everything. Managing deadlines is a skill that takes…

Kristin HaradJuly 13, 2017

Uncategorized

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

Financial Advisor

5 Steps to Better Networking

Get More Done: 9 Strategies for Overcoming Procrastination

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

5 Habits to Keep You Happy – Part 2

5 Habits to Keep You Happy – Part 1

The Only 5 Questions Your Website Needs to Answer

7 Tips to Manage Deadlines as a Busy Financial Advisor

5 Reasons Financial Advisors Should Use Video for Client Meetings

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