Are you or your advisors stuck in “getting ready” mode, spending more time planning than actually doing?

In this episode, we break down why highly skilled, hardworking financial advisors often stall when it comes to business development.

You’ll learn how perfectionist tendencies, over-preparation, and comparison to others can hold you back from real growth and how to break free from those habits.

Listen in to hear practical, low-barrier ways to build the business development muscle, as well as how to support the next generation of advisors and adapt leadership approaches for today’s evolving business landscape.

You’ll walk away with strategies to move from preparation into action and start bringing new business through the door.

Kristin shares:

• Why over-preparation can stall business development.
• How perfectionist tendencies impact growth.
• The role of encouragement in advisor success.
• Why comparison slows momentum.
• How to structure short, effective outreach blocks.
• Low-pressure steps for building the “doing” habit.
• What we can do to support the next generation of advisors.
• The importance of allowing for occasional failure.

Resources:

• Give To Grow by Mo Bunnell
• Lean Learning by Pat Flynn
• The ONE Thing Podcast
• Episode 38: What Makes Great Business Developers?

Connect with Kristin Harad:

• LinkedIn: Kristin Harad, CFP®
• FullAdvisorCoaching.com
• X: KristinHarad
• Email: [email protected] 
• Schedule a Conversation with Kristin