Practice Management Archives - Kristin Harad - Financial Advisor Marketing

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 Practice Management Values

Instant Stress Relief – One Question to Center Yourself

What's the one thing that is essential right now, in this moment? You may not believe it, but if you stop and ask yourself that question, especially at a time when you feel stress, you can eliminate angst and tune in to "the now." Done right, you'll experience or achieve…

Kristin HaradJuly 24, 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

Featured Marketing

Client Attraction? Try Prospect Repelling

Your guide to scare away pests and take back your financial planning practice How many times have you heard that you must define exactly whom you want to attract in to your financial planning practice so you know where to direct your client attraction resources? That concept is the foundation…

Kristin HaradAugust 8, 2016

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

Practice Management

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

Instant Stress Relief – One Question to Center Yourself

7 Tips to Manage Deadlines as a Busy Financial Advisor

Client Attraction? Try Prospect Repelling

5 Reasons Financial Advisors Should Use Video for Client Meetings

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