Full Advisor Coaching - The Podcast

September is the new January for goal setting.  

You don’t have to wait for the calendar change to regroup, refocus, and start laying the groundwork for a successful 2025. In this episode of “Full Advisor Coaching,” Kristin Harad helps financial advisors embrace the back-to-school preparation mindset to create goals that will energize and inspire growth in the year ahead.   

Kristin stresses the importance of reflection to take stock of achievements and challenges from this year, and she provides powerful questions to answer before jumping into setting new targets. 

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Ready to break away and establish your own RIA?

Join Kristin Harad and Lauren Hong, CEO of Out and About Communications, as they examine the essential marketing foundations for advisors who are preparing to leave a traditional wirehouse or broker-dealer. Kristin and Lauren compare notes and draw from their extensive marketing experience to provide actionable insights for advisors ready to make the leap.

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Episode 9 – Why You Don’t Have To Be Perfect To Grow Your RIA

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About our Guest: 

Raised in Kansas City, Mo., by a father who was a journalist and a mother who was an artist, it’s no surprise that creativity and a love for marketing were innately instilled. Lauren graduated from Drake University (Go Bulldogs!) with a degree in graphic design and advertising. Her passion for new challenges led her to become a Fulbright Scholar in South Korea, after which she moved to Washington, D.C., and Boston, where she worked at a boutique marketing agency. Eventually, she settled in San Diego.

In 2013, she founded Out & About Communications. More than 10 years later, the original vision remains — to build an agency that treats clients like family and delivers work that wows. The agency found its niche in the financial services industry, partnering with wealth management, payroll, lending, banking, and outsourced financial consulting companies nationwide. They hire, train, and build their systems around the complex compliance and jargon-heavy worlds of their clients. Today, she is proud to share that the team has grown to 30+ strategists, managers, and implementers.

Outside of work, Lauren can be found exploring San Diego with her husband and two daughters or trying new restaurants. She also enjoys getting lost in her garden, pulling veggies, or attempting to plant seeds.

Welcome back to the Full Advisor Coaching Podcast with Kristin Harad! This is Part 2 of our LinkedIn series, where you’ll learn more advanced LinkedIn marketing strategies designed for financial advisors. 

If you missed Part 1, be sure to go back and give it a listen. 

Tune in to learn how to make the most of LinkedIn’s features, boost your outreach, build stronger connections, and ultimately grow your business.

Key Highlights:

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Can LinkedIn actually help you level-up your RIA business?

Tune in to the Full Advisor Coaching Podcast as Kristin Harad reveals strategies to optimize your LinkedIn presence, enhance engagement, and grow your advisory business. 

Kristin answers some of the top questions RIA’s ask about LinkedIn and discusses the power of setting up a compelling profile, the importance of professional imagery, and the nuances of content sharing that can make a difference. 

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Struggling to balance client demands with business growth and still find time for yourself?

Learn how an outsourced CIO can help!

Kristin Harad welcomes Mario Nardone, CFA, and Eric Stein, CFA, from East Bay Investment Solutions to discuss how outsourced Chief Investment Officer (CIO) services can transform your RIA. If you’re a planning and relationship-focused RIA leader who feels stretched, this episode is for you!  

Discover how a CIO can provide investment management solutions without taking away your control. You’ll gain more free time and improve your work-life balance.

Tune in to find out how to leverage this outsourcing option for your RIA.

Key Highlights:

For further insights and resources: Subscribe to the Full Advisor Coaching podcast and share it with your network to spread the knowledge and support within the financial advisory community.

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Do the top financial advisors have some sort of secret recipe for balancing their careers with a rich personal life?  How do they stay energized as they evolve in their role?  

Kristin Harad and special guest Arlene Moss discuss the appealing and unexpected aspects of the financial advisor profession. Discover how advisors can evolve and stay fulfilled by aligning personal values with professional goals. Gain valuable insights from Arlene, an executive business coach at XYPN, as she shares her “seasons strategy” for growth that helps you find harmony between your career goals and your personal life.   

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About Arlene Moss: 

XYPN Executive Business Coach, Arlene Moss, helps fee-for-service financial planners get out of their own way in order to grow their practices. With over two decades of industry expertise, a knack for making meaningful connections, and a deftness for breaking emotional and mental barriers, attendees leave her sessions enlightened, inspired, and excited to put their pages of notes into action. 

Arlene has spoken around the country at NAPFA, Schwab IMPACT, Jolt!, and XYPN LIVE, among others.  She’s appeared on Kitces Office Hours, FiComm New Skool, and Carson Group Framework podcasts, and contributed to NAPFA Magazine.  When she isn’t mentoring others, she enjoys traveling and riding bikes—either solo or tandem with her husband or on the e-bike she fondly calls Viola.

Are you struggling to find clarity as you develop Version 2.0 of your RIA? 

Join Kristin Harad in her latest podcast episode as she shares input from “Full Advisors” who are actively engaged in the flagship Full Advisor V2 Leaders program.  Designed for growth-minded RIA Leaders who are building their RIA Version 2.0, this coaching offering will kick off its next cohort in July, 2024. To help demystify the experience, Kristin lets you peek behind the curtain of the program. You’ll hear what current participants have to say about their progress and decide for yourself if you’re ready to jump in!  

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Stop blending in with every other advisor out there! 

Discover strategies that transform your videos into client magnets. In this useful episode of the Full Advisor Coaching Podcast, Kristin Harad welcomes Katie Braden, CFP®, to explore the power of video marketing for financial advisors. Learn how effective use of video makes advisors more relatable and accessible, boosting client engagement and trust. 

Whether you aim to overcome camera shyness or enhance your content strategy, this episode delivers actionable insights you can put to work immediately. 

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About Katie Braden, CFP®: 

With 18 years in financial services, Katie turned her passion for helping the industry evolve into Advisor Video Marketing. Her mission? To make video marketing accessible and enjoyable for financial advisors.

She’s not just another consultant; she’s a pioneer who started one of the first virtual, fee-only financial planning firms. Katie has also consulted for financial professionals in over 35 countries.

Her credentials include being a CFP® professional, an InvestmentNews 40 Under 40 alum, and ongoing service on the CFP Board’s Women’s Initiative (WIN) Council.

Through her workshops and services, she’s here to help you use video to improve your client experience and expand your reach.

Katie’s a big believer in living life to the fullest today, not in some far-off future.  She brings that attitude and energy into her work (when she’s not jumping on a plane with her husband to explore a new destination or out hiking with friends!). 

Can embracing imperfection be the key to your success in growing your RIA?

Tune in to the Full Advisor Coaching Podcast with Kristin Harad for a compelling exploration of the ‘perfection paradox’ in the financial advice industry. In this episode, Kristin shares how striving for unattainable perfection can impede effective action in areas like niche marketing, content marketing, and SEO. Kristin’s insights offer a practical approach to overcome these challenges and enhance client communication.

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Is your financial advisory firm invisible online? 

Discover how SEO can change that.

Experience a riveting conversation with Kristin Harad and SEO maestro Brent Carnduff in the latest Full Advisor Coaching Podcast episode. Brent, founder of Advisor Rankings, is a former teacher and girl’s basketball coach turned SEO strategist, and he is here to share why the SEO scoreboard can be game-changing for financial advisors. Jump into the nuances of SEO, from evergreen content to “winning” local SEO while you learn about balancing between aesthetics and functionality in website design. 

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About Brent Carnduff:

Brent is the founder of Advisor Rankings. He has an MBA in Financial Planning. specializes in SEO, and has been working with Advisors since 2009. In addition to writing the Advisor Rankings blog, he is a VIP Contributor to the second-largest SEO site in the world – Search Engine Journal – has contributed to XYPN, and has been syndicated on Steamfeed, Business 2 Community, and Advisorpedia. He has presented at XY Planning Network, FinCon, and NAPFA conferences, and appears regularly on industry podcasts and webinars.