What if marketing didn’t create more work for advisors, but actually made business development easier? 

In this episode, we explore the role marketing plays inside an advisory firm, as well as how a strong marketing foundation can directly support advisors in growing their businesses. 

Instead of constantly re-explaining value, fixing gaps, or rebuilding trust from scratch, the right marketing systems allow advisors to step into conversations backed by clarity, consistency, and confidence.

Listen in to learn how strategic marketing reduces advisor pressure and creates a business development advantage.

Kristin shares:

• How marketing supports advisor business development.
• Why a strong marketing foundation matters.
• The overlap between marketing and business development.
• Why one-off marketing tactics don’t work.
• The role of clear messaging in lead conversion.
• Why websites must guide clearly next steps.
• How content supports trust before conversations.

Resources:

• Ep 48: Lessons Learned from 2 Years of Podcasting
• Building a StoryBrand 2.0 by Donald Miller
• Ep 47: Mastering LinkedIn, AI, and Advisor Marketing with Derek Pollard
• Ep 35: How Financial Advisors Can Leverage Online Reviews

Connect with Kristin Harad:

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