Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Ep 211: How A Clear Marketing Focus Can Make The Sales Process Easier with Kristin Harad

Ep 211: How A Clear Marketing Focus Can Make The Sales Process Easier with Kristin Harad

FromFinancial Advisor Success


Ep 211: How A Clear Marketing Focus Can Make The Sales Process Easier with Kristin Harad

FromFinancial Advisor Success

ratings:
Length:
103 minutes
Released:
Jan 12, 2021
Format:
Podcast episode

Description

Kristin Harad is the founder of a marketing consulting firm that focuses on coaching solo advisors to reach the next level and outsource CMO services for RIAs and mid-size firms. In addition to working as a marketing consultant, Kristin also has her own advisory firm that she launched from scratch and grew to six figures in fee-only revenue in just three years. She now uses her experience and expertise to coach other advisors to scale in the same way. Listen in as Kristin shares how her journey through the consumer goods and financial industries set the stage for her advisory and consulting passions, how her interest in life coaching played a role in the launch of her own advisory, and how she was able to market in an extremely cost-efficient but effective way to her niche client. You’ll learn how she has been able to have one of her best years in business despite the global circumstances, what challenges she faced when uprooting her family and moving to Australia, and more. For show notes and more visit: https://www.kitces.com/211
Released:
Jan 12, 2021
Format:
Podcast episode

Titles in the series (100)

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.