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