You’ve blocked out time for business development… but now what? 

If you’ve ever sat down with good intentions only to stare at the wall, scroll LinkedIn, or wonder what you’re actually meant to do, this episode is for you. 

We kick off the new year by tackling one of the most talked-about (and most misunderstood) parts of growing a financial advisory firm: business development.

Listen in to hear how to build an opportunity list, identify the right people to focus on, and create deeper relationships instead of chasing volume.

You'll learn how to move from vague “do more BD” expectations to a clear, repeatable approach that actually works. 

Kristin shares:

• Why most advisors get stuck with business development.
• What “doing BD” really means in practice.
• How to avoid wasting time on unfocused activity.
• Why relationships matter more than volume.
• How to create an opportunity list.
• Who should be on that list.
• How to use existing clients and contacts.
• How former colleagues can open doors.
• How to use LinkedIn intentionally.
• How to find people with problems you can solve.

Resources:

• The Snowball System by Mo Bunnell
• Give to Grow by Mo Bunnell
• Growth Acceleration Toolkit
• Mastering LinkedIn, AI, and Advisor Marketing with Derek Pollard

Connect with Kristin Harad:

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