Full Advisor Coaching - The Podcast

Are you struggling to create fresh content all the time?

In this episode, Kristin Harad dives into content repurposing—a strategy that helps financial advisors maximize their thought leadership without burning out.

She breaks down how to take a single long-form blog post, podcast, webinar, or video and turn it into multiple high-impact pieces across different platforms.

Kristin also covers essential AI tools, social media hacks, and automation strategies that make content marketing easier and more effective.

Listen in to learn how to maximize your content, boost engagement, and generate more leads—without creating from scratch every time!

Kristin shares:

• Why content repurposing is the key to smarter marketing
• Evergreen content vs. timely market updates
• How to break down a long-form blog post into social media content
• AI tools for content repurposing
• How to turn blog content into webinars, lead magnets, and email sequences
• How to delegate content repurposing without doing it all yourself
• Using repurposed content to generate leads and drive engagement

Resources:

• The Art of Niche Marketing in Financial Advice with Kristen Luke (Ep. 5)
• ChatGPT
• Canva
• Text2Infographic
• Pictory
• Opus Clip

Connect with Kristin Harad:

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

Are you tapping into the full potential of your referrals, or are they just names on a list?

Many financial advisors rely on referrals, but few know how to turn them into warm introductions that lead to real business growth.

In this episode, referral coach Bill Cates shares his proven Three Rs Framework—Relevance, Reputation, and Referrals—to help advisors attract more ideal clients and scale their practice.

Listen in to learn the secret to effective marketing, how to position yourself as the go-to advisor in your niche, and what it takes to build a business that grows through relationships.

Bill shares:

• The secret to powerful marketing
• The 3 Rs: Relevance, Reputation, and Referrals
• How to build a reputation that attracts ideal clients
• How to define your right-fit client
• The difference between referrals and warm introductions
• How to create a client experience that fuels introductions
• The #1 mindset shift advisors need to master client advocacy

Resources:

• ReferralCoach.com/Resources
• The Language of Referrals by Bill Cates
• Radical Relevance
•  ExponentialGrowthGuide.com
• The Art of Niche Marketing in Financial Advice with Kristen Luke (Ep. 5)

Connect with Bill Cates

• Linkedin: Bill Cates, The Original Referral Coach
• CoachCates.com
• X: Bill Cates (@Bill_Cates)
• Email: [email protected]
• Schedule a Conversation with Bill

Connect with Kristin Harad:

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

It starts with having the right framework. In this episode of Full Advisor Coaching, Kristin introduces her 7-part process designed to help advisors incorporate both personal and professional goals in their life to find greater satisfaction.

Kristin explains how this structured approach helps advisors make better decisions about where to invest their limited resources of time, money, and energy while integrating a focus on business growth with personal fulfillment. Listen in to learn how to prioritize initiatives, what it takes to achieve long-term success, and more.

Kristin shares:

• The 7-Step Fulfillment Framework
• How to create a compelling three-year vision that guides daily decisions
• The importance of clearly defining your brand, target market, and company values
• How to assess your personal life to reveal areas of focus
• A practical approach to prioritizing initiatives based on quick wins, impact, and energy
• Why regular progress reviews and adjustments are crucial for long-term success
• The power of accountability partnerships in achieving your goals
• And more

Resources:

• The Art of Clarity, Confidence, and Fulfillment (Ep. 3) – Full Advisor Coaching
• Blueprint for Growth: Mapping Your Business Development Ecosystem (Ep. 4) – Full Advisor Coaching
• Priorities, Productivity & Presence: The Art of Time Management (Ep. 7)
• Why You Don’t Have To Be Perfect To Grow Your RIA (Ep. 9) – Full Advisor Coaching
• Missing Out on Revenue: How to Maximize Your Lead-to-Client Conversion (Ep. 22) - Full Advisor Coaching
• The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results by Gary Keller and Jay Papasan
• Free Tool: Wheel of Life - Life Coach Training Institute
• The One Thing – Core Values Deck
• Business Development Ecosystem – Map, Worksheet, and Example

Connect with Kristin Harad: 

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

Are you ready for a fulfilling year? We’re re-releasing this episode to help you set the stage for a year filled with personal and professional success.

Is professional success enough without personal fulfillment?

Kristin Harad explores this question in the second segment of the Full Advisor Coaching Podcast. Her coaching method, specially designed for financial advisors who are entrepreneurs, emphasizes a harmonious blend of professional achievements and personal satisfaction.

Key Highlights:

• Full Advisor Coaching Defined: A synergistic mix of marketing, business, and life coaching to empower financial advisors

• Identifying Three Advisor Types:

• Entrepreneurial Advisors: Building businesses from scratch and scaling operations
• Second-Generation Leadership: Taking over from founders, blending legacy with innovation
• Advisors Breaking Away: Transitioning to independent RIAs, adapting to new operational styles

• Adapting to Change: Embracing new technologies, evolving client needs, and innovative business strategies

• The Integrated Life Approach: Beyond balancing work and life, achieving a seamless integration of personal and professional worlds

• Kristin’s Coaching Impact: Guiding advisors to align their business objectives with personal goals

• And much more!

Connect with Kristin Harad: 



• LinkedIn: Kristin Harad, CFP®
• FullAdvisorCoaching.com
• KristinHarad.com
• X: KristinHarad
• Email: [email protected]
• Scheduling link for a Fit Assessment

Finding the right talent can revolutionize a firm’s growth trajectory, but where do you start?

In this episode of Full Advisor Coaching, Kristin Harad interviews Caleb Brown, MBA, CFP®, CEO of New Planner Recruiting, about the art and science of hiring financial planners. 

They discuss the strategies and tools to recruit, train, and integrate new talent into advisory firms. Caleb also shares his passion for helping new planners build fulfilling careers while maximizing firm efficiency.

Resources:

Connect with Kristin Harad: 

Connect with Caleb Brown: 

About our Guest: 

Caleb is a CERTIFIED FINANCIAL PLANNER certificant, Kolbe CertifiedTM Consultant, and original creator of the FPA Career Day program, which began with the Dallas/ Ft. Worth chapter and subsequently, has been implemented by other FPA chapters across the nation. Throughout Brown’s career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full time positions in financial planning as well as the firm owners who hire them.  Brown is a frequent speaker on career development topics pertaining to the hiring and successful integration of new planners into financial planning firms. 

He has been featured in Investment News, NAPFA Advisor, Financial Planning, Financial Advisor, Virtual Office News, FPA Solutions, and the Journal of Financial Planning regarding his efforts to create a career path for up and coming planners.

Caleb is a member of the FPA New Professionals Advisory Council and the Chairman of NexGen, an FPA community for new financial planners. He was named the Next Generation Influencer by Financial Planning magazine for 2012. He is a graduate of the Texas Tech Personal Financial Planning Program and spent over five years in an RIA firm in North Texas helping a sole practitioner transition the firm to an ensemble model.

What happens when financial advisors pivot their focus from client acquisition to streamlining operations? 

In this episode, Kristin Harad interviews Cameo Roberson, founder of Atlas Park Consulting, about her expertise in helping advisory firms turn operational challenges into pathways for scalable, seven-figure growth. 

Cameo reveals insights into building effective systems, leveraging technology, and prioritizing client experience as key drivers of a successful financial advice business.

Kristin and Cameo discuss:

Connect with Kristin Harad: 

Connect with Cameo Roberson:

About our Guest: 

Cameo Roberson is the founder of Atlas Park Consulting, where she specializes in helping financial advisory firms streamline operations for growth and efficiency. With over six years of experience, Cameo has worked with more than 85 firms to drive over $100,000 in new revenue or cost savings within their first year of collaboration. Her expertise includes optimizing client service workflows, building efficient CRMs, and guiding advisors in creating scalable systems that enhance client experience. Cameo is known for transforming operational challenges into pathways for seven-figure growth, positioning her clients for sustainable success.

What if you could improve your client conversions by focusing on those hidden opportunities in your sales funnel?

Join Kristin Harad as she unpacks how to fine-tune the journey from attracting a lead and onboarding a client.

She shares her four-step system to nurture lead, and accelerate the conversion process. It’s all about engaging clients at each step while avoiding common pitfalls.

Kristin discusses: 

Connect with Kristin Harad: 

Advisors often focus on attracting new clients, but the real magic lies in creating lasting relationships through exceptional experiences. Are you treating your clients like “raving fans”? In this episode of the Full Advisor Coaching Podcast, Kristin Harad, alongside her guest John Prendergast, co-founder and CEO of Blueleaf, get excited about the power that comes from focusing on client engagement and satisfaction.  John shares insights on tackling the common challenge that many advisors face—the reluctance to run their business at the expense of client relationships—by employing strategic automation and personalized touchpoints that deepen client engagement and free up valuable time.

Kristin and John discuss:

Connect with Kristin Harad: 

Connect with John Prendergast: 

About our Guest: 

John Prendergast is a co-founder of Blueleaf Wealth and is an active startup advisor. He has served as a board member and advisor for venture-backed and bootstrapped companies and has guided them to increased valuations and successful exits for their teams and investors. He is also an experienced entrepreneur and senior executive. His background in banking and wealth management has shaped the vision for Blueleaf.

Tracking and learning from data might seem intimidating, but it holds the insights that can propel your growth.  

What if instead of fearing it, you looked at the story your data tells? 

In this episode of Full Advisor Coaching, Kristin Harad sits down with Erica Pauly, founder of Track That Advisor, to explore how understanding and leveraging measurements can help you achieve your goals. With a focus on growth strategies for financial advisors, Erica reveals how to make tracking fun and valuable, digging into the metrics that matter and how they can help you create version 2.0 of your RIA.

Discover how to be the protagonist in your data story and harness the power of numbers to inform your business development efforts, increase efficiency, and enhance your client experience.

Kristin and Erica discuss: 

Resources:

Connect with Kristin Harad: 

Connect with Erica Pauly:

About our Guest: 

Erica Pauly graduated from Colorado State University with a Bachelor’s Degree in Rhetoric and Composition. She is an avid runner who enjoys running half marathons and the occasional full marathon. She resides in Gilbert, AZ with her husband (Brent) of 15 years, son (Triston), and daughters (Fiona and Eden).

When she’s not staring at and analyzing data sheets, she can be found outside while homeschooling her three children. She believes that nature and literature are the best teachers of all and that play, wonder, and curiosity are the baseline to growth understanding, problem-solving, and work ethic (after all, that’s how Track That Advisor began in the first place…a healthy dose of wonder and curiosity). The Paulys are active members of their local church and have a huge heart for missions, both overseas and local.

Imagine building a business that not only thrives but also leaves a lasting impact on your community.

In this inspiring episode of Full Advisor Coaching, host Kristin Harad speaks with Derrick Kinney, a former financial advisor and CEO who successfully built and sold a multimillion-dollar advisory business. Derrick shares his personal journey and discusses actionable strategies to help financial advisors stand out by building trust quickly, connecting deeply with clients, and integrating causes they care about into their business model. Packed with practical tips, this episode is perfect for advisors looking to build lasting client relationships while creating a purpose-driven business.

Key Highlights:

For more insights, tune in to the episode and start aligning your business with what matters most.

Resources:

Connect with Kristin Harad: 

Connect with Derrick Kinney: 

About our Guest: 

Derrick Kinney is changing how you feel about money. He believes money is not bad and good people should have more of it. Derrick is the author of the Wall Street Journal and USA TODAY national bestseller, Good Money Revolution. 

After applying these proven principles with thousands of clients, Derrick sold his multimillion-dollar financial advisory business to teach these success principles to all financial advisors. As CEO of Success for Advisors, Derrick and his team teach independent financial advisors a 5-step marketing framework to build 7-figure businesses that impact the world.

Known for making complex financial and business topics easy to understand, Derrick has been interviewed on CNBC, FOX News, CNN, FOX Business, Yahoo Finance!, PBS, Wall Street Journal, among others. As host of the top-rated Good Money podcast, he inspires business owners and entrepreneurs to make more money to do more good. His guests include Matthew McConaughey, Mel Robbins, Ed Mylett, Jon Gordon, Daymond John, and Sharon McMahon.

Recently Derrick set a big goal to positively impact one-million teens by giving them money, business, and life skills that aren’t taught in schools. As a passion project, he founded SimpleTeenSuccess.com, a new online program for teens to become money and business smart, build trust with adults, and stand out for the best opportunities.