Many advisors build thriving practices, only to feel trapped by the very work they love.

What if your career could energize, rather than drain, your life?

In this intriguing conversation, Referral Coach Bill Cates, CSP, CAPE interviews Kristin Harad, CFP®, founder of Full Advisor Coaching, who explains how financial advisors can embrace work-life integration rather than chasing an elusive balance.

Kristin unpacks her five-part framework for designing a business that fuels a life of fulfillment, freedom, and intention.

Kristin and Bill Discuss:

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About Kristin Harad:

After years in financial services marketing with companies like Visa, Charles Schwab, and JPMorgan Chase, Kristin Harad set out on her own in 2006.

She founded VitaVie Financial Planning, the first fee-only financial planning firm focused on expectant parents and growing families in the San Francisco Bay Area. Starting from nothing, she built it into a six-figure business in under three years.

The freedom of entrepreneurship brought Kristin the satisfaction and fulfillment she had always craved, sparking her desire to help other firm leaders achieve the same. In 2014, she transitioned full-time into training and coaching independent financial advisors. She launched her coaching business to share the strategies and systems she had developed to grow her own firm and create a life she loved.

As Kristin began sharing insights from launching and scaling her successful RIA, she discovered the joy of helping fellow entrepreneurs reach their dreams, both within their businesses and beyond. She has since guided hundreds of financial advisors and understands what works for solo practitioners, boutique firms, and enterprise RIAs alike.

Kristin is passionate about helping advisors renew their entrepreneurial energy, focus on what matters most as leaders, and discover the success and fulfillment they’ve been searching for.