How can we effectively train and support the next generation of advisors in business development?

With many firms expanding and evolving, there’s often a gap between the hustle of founding rainmakers and the expectations of newer advisors who may not resonate with high-pressure sales tactics.

In this episode, Kristin explores a modern, scalable approach to creating a business development engine.

Listen in to hear how to provide a consistent client experience while enabling advisors to stand in their strengths.

Kristin shares:

• What it takes to build a marketing-driven organization.
• How to create clarity with brand strategy and a branded client journey.
• Tips for setting up advisors to be able to walk prospects through your process with confidence.
• How to match advisors’ strengths with business development strategies.
• How leadership can create a supportive, growth-focused culture.
• What to know about ROI, KPIs, and setting daily expectations for advisors.

Resources:

• Recruiting Success: Insights for Hiring Financial Planners with Caleb Brown, MBA, CFP® (Ep. 24)
• The Fulfillment Framework: 7 Steps to Integrate Work & Life Success (Ep. 26)
• The Three Rs Framework: How Top Advisors Attract More Clients with Bill Cates (Ep. 27)

Connect with Kristin Harad:

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