Proven Strategies for Scaling Your Advisory Business and Enhancing Client Experience With Kristin Harad (Ep. 489)

Top Advisor Marketing Podcast

Innhold levert av Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Matt Halloran, CRO at ProudMouth, Matt Halloran, and CRO at ProudMouth eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

2M ago 30:04

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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:

Why you need to prioritize aligning marketing, sales, and client services
The value of empowering every team member to contribute to business development
How to create a culture of growth
Why building a holistic ecosystem that nurtures client relationships leads to increased referrals and business growth
Her most often-overlooked opportunity for growth
And more

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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#MBA #Business #Marketing #Matt Halloran, TAM Host #Matt Halloran #TAM Host #Podcasting Education