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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Connect with Kristin Harad: 

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. 

Key Highlights:

Resources:

Connect with Kristin Harad: 

Connect with Katie Braden, CFP®:

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.

Key Highlights:

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Connect with Kristin Harad: 

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. 

 Key Highlights:

• Strategic SEO: Brent discusses the fusion of creativity and analytics in crafting SEO strategies for financial advisors

Resources:

•  Exclusive Offer: 50% discount on the current rate for the first article from Brent’s AI service. At the time of recording, the price is $600 reduced to $300 for podcast listeners. The offer expires on July 31, 2024.
  
  

Connect with Kristin Harad: 

• LinkedIn: Kristin Harad, CFP®

Connect with Brent Carnduff: 

• LinkedIn: Brent Carnduff

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.

Do you get caught up in maxing out your productivity? 

It’s time to get down to brass tacks with Kristin Harad on the Full Advisor Coaching Podcast. Kristin shares her learning as a student of productivity and effective time management for business owners.  Along with a slew of recommended reading, Kristin shares essential strategies for financial advisors aimed at clarifying priorities, boosting client experience and achieving personal fulfillment.

Key Highlights:

• Client Experience & Priorities: Kristin connects the dots between client experience and setting your business priorities 

Resources:

• Book: Essentialism: The Disciplined Pursuit of Less

Connect with Kristin Harad: 

• LinkedIn: Kristin Harad, CFP®

How does a client-centered conversation elevate your advisory business? Find out in this compelling episode of Full Advisor Coaching – The Podcast.

Discover the future of financial advising as Kristin Harad welcomes Colleen Bowler, CFP®, esteemed financial advisor and innovator at C & J Innovations, for a conversation that redefines financial guidance.

Key Highlights:

• Client-First Methodology: Learn Colleen’s approach, prioritizing client life goals over traditional financial planning to change the conversation 

Resources:

• C&J Mindset One Page Download 

Connect with Kristin Harad: 

• LinkedIn: Kristin Harad, CFP®

Connect with Colleen (O’Donnell) Bowler: 

• LinkedIn: Colleen (O’Donnell) Bowler, CFP®

About Colleen (O’Donnell) Bowler: 

A Certified Financial Planner professional, Colleen spent over 25 years building and growing her firm, Strategic Wealth Partners, into a premier Texas financial planning firm with hundreds of individuals and families “under our care.” Along the way, she received many industry awards and was featured in the book, Women at the Top by Arthea Reed and Diane Dixon. In addition, Colleen has served as a coach with the Strategic Coach Program since 2003, all while raising a son as a single mom, co-authoring a book, Generous Kids, and making time for her blended and extended family, friends, and a variety of nonprofits.

In 2020, Colleen founded C&J Innovations with Jeanne Hurlbert, PhD, who brings expertise in assessments and surveys. Colleen and Jeanne combined their unique expertise to create a female-led company that gives financial professionals tools to bring increased value for prospects, clients, and advisors by expanding client and prospect conversations.

Why do some financial advisors thrive while others just survive? 

Discover why niche marketing is the key to unlocking your full potential as a financial advisor on this episode of Full Advisor Coaching. 

Kristin Harad is joined by special guest Kristen Luke. Listen in to the conversation as they explore the transformative power of specialization and learn how to succeed  by serving a specific audience with precision and purpose. 

Key Highlights:

• Niche Marketing Benefits: How identifying a unique client niche not only refines marketing strategies but also boosts operational efficiency and profitability

Connect with Kristin Harad: 

• LinkedIn: Kristin Harad, CFP®

Connect with Kristen Luke: 

• LinkedIn: Kristen Luke

About Kristen Luke: 

Kristen Luke, author of “Uncomparable: The Financial Advisor’s Guide to Standing Out Through Niche Marketing,” is the creator of the OnNiche Strategic Marketing Program for Financial Advisors.   With a BA in Business Economics and an MBA with a concentration in Marketing, Kristen has been a transformative figure in financial advisory marketing since 2005. Known for her innovative approach to niche marketing, she’s renowned as the ‘Niche Whisperer’ for her ability to identify unique client niches effectively. Beyond her professional world, Kristen holds her private pilot’s license for single-engine aircraft and her instrument rating. Her career, marked by a blend of innovation and adventure, continues to influence the financial advisory industry profoundly.

Is your business truly ready to grow?

Listen in as host Kristin Harad unveils the critical steps to understand and expand your business for achieving growth goals. She stresses the importance of a well-rounded business development ecosystem, encompassing marketing, sales, and client experience.

Key Discussions:

• Holistic Business Development: Integrating marketing, lead capture, nurturing, prospect and client experiences for a robust growth strategy

Connect with Kristin Harad: 

• LinkedIn: Kristin Harad, CFP®

Is clarity the key to success in RIA leadership?

Strap in to discover the power of clarity in RIA leadership in this engaging episode of the Full Advisor Coaching Podcast. Join Kristin Harad, the visionary behind the Full Advisor Fundamentals Program, as she unveils a roadmap to success for RIA leaders. This comprehensive year-long program is built on three pillars: achieving clarity, cultivating confidence, and finding fulfillment. Dive into the journey of aligning actions with goals, addressing the challenges of overwhelming choices and scattered focus in the RIA sector.

Key Highlights:

• Achieving Clarity: Understand the vital role of formulating a clear vision for your firm, crucial for decision-making and team alignment

Resources:

• Thank you to Elizabeth Jetton who first introduced me to the ‘20-10-5 Values’ exercise mentioned in this episode.  

Connect with Kristin Harad: 

• LinkedIn: Kristin Harad, CFP®

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

• Entrepreneurial Advisors: Building businesses from scratch and scaling operations

Connect with Kristin Harad: 

• LinkedIn: Kristin Harad, CFP®