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®

Welcome to the first episode of Full Advisor Coaching – The Podcast. 

Join us for an inspiring journey as Kristin Harad’s journey unfolds. From institutional trust work to direct marketing, guided by the inspiration of Stan Rapp and Thomas Collin’s book, Beyond MaxiMarketing. Her story challenges the notion that financial careers must always start with a rigid plan, showcasing the beauty of unexpected beginnings. 

Kristin’s journey sparks the desire for a dynamic and purpose-driven career, showcasing the possibilities of evolving from one role to another while staying true to your passion.

Key Highlights:

• Gaining invaluable insights into personal finance marketing at Gray Direct in Manhattan

Resources:

• Rapp & Collins

Connect with Kristin Harad: 

• LinkedIn: Kristin Harad, CFP®