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Proven Strategies for Scaling Your Advisory Business and Enhancing Client Experience With Kristin Harad (Ep. 489)
Oh, those messy middles!
In this episode of the Top Advisor Marketing Podcast, host Matt Halloran chats with Kristin Harad — founder of Full Advisor Coaching — about how to build a thriving advisory business while maintaining personal fulfillment. Kristin talks about navigating the “messy middle” of financial firms — businesses that have scaled but need to elevate their CEO mindset and team structure. This conversation gives a fresh take on managing organic growth, transitioning to a CEO role, and keeping the client experience consistent from start to finish.
It’s simply a must-listen for advisors wanting to grow their business without losing sight of work-life balance.
Kristin and Matt discuss:
Resources:
Connect With Kristin Harad:
Connect With ProudMouth:
About Our Guest:
Kristin Harad is a Certified Financial Planner™ and seasoned consultant with decades of experience in financial services, including roles at Visa, Charles Schwab, and JPMorgan Chase.
In 2006, she founded VitaVie Financial Planning, successfully growing it into a six-figure business. Since 2014, she has focused on coaching and mentoring independent financial advisors, helping them achieve both business growth and personal fulfillment. Kristin holds a BS in Economics from The Wharton School and a certificate in Personal Financial Planning from UC Berkeley.
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By Matt Halloran, CRO at ProudMouth
4.6
3737 ratings
Oh, those messy middles!
In this episode of the Top Advisor Marketing Podcast, host Matt Halloran chats with Kristin Harad — founder of Full Advisor Coaching — about how to build a thriving advisory business while maintaining personal fulfillment. Kristin talks about navigating the “messy middle” of financial firms — businesses that have scaled but need to elevate their CEO mindset and team structure. This conversation gives a fresh take on managing organic growth, transitioning to a CEO role, and keeping the client experience consistent from start to finish.
It’s simply a must-listen for advisors wanting to grow their business without losing sight of work-life balance.
Kristin and Matt discuss:
Resources:
Connect With Kristin Harad:
Connect With ProudMouth:
About Our Guest:
Kristin Harad is a Certified Financial Planner™ and seasoned consultant with decades of experience in financial services, including roles at Visa, Charles Schwab, and JPMorgan Chase.
In 2006, she founded VitaVie Financial Planning, successfully growing it into a six-figure business. Since 2014, she has focused on coaching and mentoring independent financial advisors, helping them achieve both business growth and personal fulfillment. Kristin holds a BS in Economics from The Wharton School and a certificate in Personal Financial Planning from UC Berkeley.