Feeling like the end of the year is slipping away in chaos? You’re not alone. Between deadlines, distractions, and the pressure to wrap everything up perfectly, it’s easy to fall into the “I’ll deal with it next year” trap. But what if a few small mindset shifts could completely change how you close out the year and set you up for real momentum heading into the next?In this episode, we explore three powerful mindset shifts that help you move from scarcity to opportunity, from perfection to progress, and from control to clarity. You’ll learn how to reframe overwhelm into action, stop waiting for the “perfect” moment, and focus on what truly moves you forward.Kristin shares: * How to reframe end-of-year overwhelm into motivation.* Three mindset shifts to create momentum and clarity.* Why progress matters more than perfection.* How to move from scarcity thinking to opportunity.* The one action that builds confidence and results.* Why controlling less can help you achieve more.* Simple ways to create focus in chaotic times.* How to turn “too busy” into “strategically productive.”* Tools for building consistency through mindset.Resources:* Lead magnet for financial advisors: Create an effective lead magnet to build your marketing list* Why You Don’t Have To Be Perfect To Grow Your RIA* Missing Out on Revenue: How to Maximize Your Lead-to-Client ConversionConnect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

What does it really take to earn and keep the trust of high-net-worth clients? In this episode, we’re joined by Sean Walters, CEO of the Investments and Wealth Institute, to explore what sets top-performing advisors apart in today’s competitive landscape. Whether you’re trying to grow your client base or elevate your credibility through education and credentials, this conversation will help you rethink how you position your value as a financial professional.You’ll learn how to leverage referrals, social proof, and personal branding to build authentic relationships with wealthy clients. Sean also shares the importance of continuous learning, why a personal touch still matters in a tech-driven world, and how the best advisors combine expertise with empathy to deliver the expected experience.Sean shares: * How to attract high-net-worth and ultra-high-net-worth clients.* Why referrals remain the backbone of advisory growth.* How personal branding impacts client trust.* The role of education and credentials in building authority.* Why consistency creates long-term client confidence.* How to balance big-firm resources with personal connection.* The power of online presence and social proof.* What “the expected experience” means in branding.* Why continuous learning is key to advisor success.* How to position yourself as the trusted choice for elite clients.Connect with Sean Walters:* Sean Walters: LinkedIn* Strategy FormConnect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

What if the secret to building stronger client relationships isn’t having all the answers, but asking the right questions? In this episode, we dive into the role of curiosity in financial advising and explore why it’s not just about numbers—it’s about uncovering values, motivations, and emotions that truly drive decision-making.You’ll discover 27 powerful questions that can spark deeper conversations, help clients take meaningful action, and show your value as an advisor beyond dollars and cents. We’ll break these questions into three approachable categories, share when and how to use them, and explain why silence after asking a question can be your greatest tool.Kristin shares: * Why curiosity is essential in financial advising.* How asking deeper questions builds stronger relationships.* 27 powerful questions to use with clients and prospects.* The three categories of impactful questions.* How to uncover client values beyond goals and numbers.* The role of silence in building trust after a question.* How to inspire clients to take action.* How to connect curiosity to financial planning outcomes.Resources:* Tiny Habits by BJ Fogg* Atomic Habits by James Clear* Busting the Work-Life Balance Myth: Finding Fulfillment Beyond Professional Success* The Art of Clarity, Confidence, and FulfillmentConnect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

How do you attract, retain, and grow the right people in your firm? In this episode, Kristin sits down with Kelli Cruz, founder of Cruz Consulting Group, who brings more than 30 years of experience in talent management and organizational design for advisory firms. Together, they explore what it really takes to build “talent wealth” inside your practice so both leaders and employees thrive.Listen in to hear how to design clear career paths, create effective job descriptions, structure compensation plans that motivate, and use feedback as a tool for growth. You'll gain insights into succession planning, leadership development, and why every firm should prioritize employee growth.Kelli shares: * Why talent management drives firm success.* How to build “talent wealth” inside your team.* The importance of updated job descriptions.* How compensation planning motivates growth.* How to use feedback to guide performance.* Succession planning essentials for firms.* The four levels of advisory career paths.* How to create a culture that supports long-term retention.Connect with Kelli Cruz:* LinkedIn * Cruz Consulting GroupConnect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

Are you or your advisors stuck in “getting ready” mode, spending more time planning than actually doing?In this episode, we break down why highly skilled, hardworking financial advisors often stall when it comes to business development.You’ll learn how perfectionist tendencies, over-preparation, and comparison to others can hold you back from real growth and how to break free from those habits.Listen in to hear practical, low-barrier ways to build the business development muscle, as well as how to support the next generation of advisors and adapt leadership approaches for today’s evolving business landscape.You’ll walk away with strategies to move from preparation into action and start bringing new business through the door.Kristin shares: * Why over-preparation can stall business development.* How perfectionist tendencies impact growth.* The role of encouragement in advisor success.* Why comparison slows momentum.* How to structure short, effective outreach blocks.* Low-pressure steps for building the “doing” habit.* What we can do to support the next generation of advisors.* The importance of allowing for occasional failure.Resources:* Give To Grow by Mo Bunnell* Lean Learning by Pat Flynn* The ONE Thing Podcast (https://the1thing.com/podcast/)* Episode 38: What Makes Great Business Developers? (https://fulladvisorcoaching.com/advisor-coaching-podcast/what-makes-great-business-developers/)Connect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

What does it take to be a truly exceptional financial planner in today’s world? In this episode, we sit down with Dennis Moore, Interim CEO and COO of the Financial Planning Association, and Ben Lewis, FPA’s Chief Communications Officer, to explore the newly launched FPA Competency Model designed to help financial planners strengthen the human side of their profession. You’ll learn how interpersonal impact, leadership, and trust-building can transform the client relationship, elevate your professional brand, and set the stage for long-term success.You’ll also hear how the FPA is marking its 25th anniversary with resources to help members connect with clients, grow their business, and guide the next generation of planners. From understanding the six behavioral competencies to applying them in real-world client interactions, this conversation reveals practical ways to refine your communication, foster collaboration, and build credibility in a competitive market. Dennis and Ben share: * What the new FPA Competency Model is and how to use it.* The six key behavioral competencies every planner needs.* How interpersonal impact strengthens client relationships.* Why leadership is vital for business development and branding.* The role of empathy in financial planning success.* How communication builds trust and client loyalty.* Ways to foster collaboration with clients and teams* How accountability improves professional credibility.* Why behavioral skills complement technical expertise.* How to use self-assessment tools for career growth.Connect with Dennis and Ben:* Dennis Moore: LinkedIn* Ben Lewis: (https://www.linkedin.com/in/markgil/)LinkedIn* Financial Planning Association (https://www.financialplanningassociation.org/)Connect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

What do great business developers actually do differently and how can leaders support that growth across all personality types? In this episode, we unpack the habits, mindsets, and systems that set top performers apart, especially in professions like financial planning, where the old-school “sales” approach doesn’t always fit. Whether you’re outgoing, introverted, analytical, or empathetic, this conversation will help you reframe business development as a skill anyone can learn, when the right support is in place.You’ll learn why solving problems (not pushing products) is the key to long-term success, how to use client language to connect more effectively, and why follow-up systems matter just as much as charisma. We also dive into the importance of blocking time for outreach, creating emotional distance in sales conversations, and the power of lifelong learning.Kristin shares: * Business development is a learned skill.* Different personalities can succeed in BD.* Follow-up is where growth happens.* Lead with client pain points, not features.* Block time for focused outreach.* Build templates to avoid overthinking.* Sales is solving problems with empathy.* Match your message to your audience.* Leaders must support diverse BD styles.* Lifelong learning is a business developer’s edge.Resources:* Business Development Ecosystem Map (https://fulladvisorcoaching.com/resources)Connect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

Is AI just another fleeting trend, or is it redefining how financial advisors work forever?In this episode, we speak with Mark Gilbert, CEO and Co-Founder of Zocks, a privacy-first AI meeting assistant built specifically for financial services.Mark shares his journey to founding Zocks and explains why this isn’t just another note-taker—it’s a powerful productivity tool that helps advisors improve client engagement, communication, and efficiency across the board.You’ll learn how Zocks is helping financial advisors capture critical client data, reduce email response time, and even unlock the capacity to serve more clients by automating time-consuming tasks.Listen in to get actionable insights on using tech to scale without losing the human touch.Mark shares: * How Zocks goes beyond a meeting assistant.* Why AI is more than just a buzzword.* How AI can streamline client communication.* How to navigate privacy concerns with clients.* Why financial advisors need multiple AI tools.* How AI improves response time and productivity.* How advisors can scale services with automation.* What’s next in AI for financial professionals.Connect with Mark Gilbert:* LinkedIn: Mark Gilbert (https://www.linkedin.com/in/markgil/)* Zocks.io (https://www.zocks.io/)Connect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

What if your content strategy wasn’t overwhelming but simple, intentional, and tailored to your goals?In this episode of Full Advisor Coaching, Kristin breaks down exactly how financial advisors can build a foundational ...

What if online client reviews could be your firm’s best marketing asset?In this episode of Full Advisor Coaching, Kristin sits down with Brian Thorp and Diana Cabrices from Wealthtender to talk about how advisors can finally use online reviews to build trust, attract new clients, and grow their business.Listen in to hear what’s working now, how to ask clients for feedback (without feeling awkward), and smart ways to put testimonials to work across your marketing.You’ll walk away with practical tips and a fresh perspective on turning client voices into your most powerful growth tool.Brian and Diana share:* Why online reviews matter for advisors now more than ever.* How to ask for client testimonials, tactfully and compliantly.* The best times to ask for reviews.* Messaging that makes clients eager to “pay it forward.”* Creative ways to showcase reviews beyond your website.* Tips for getting started with Wealthtender (or creating a compliant system on your own).Resources:* Learn more or get started: Wealthtender.com/grow (https://www.wealthtender.com/grow)Connect with Brian Thorp:* LinkedIn: Brian Thorp (https://www.linkedin.com/in/briancthorp)* Wealthtender.com (https://www.wealthtender.com/grow)* Email: brian@wealthtender.com (mailto:brian@wealthtender.com)Connect with Diana Cabrices:* LinkedIn: Diana Cabrices (https://www.linkedin.com/in/dianacabrices/)* dianacabrices.com (https://dianacabrices.com)* X: dianacabrices (https://x.com/dianacabrices?lang=en)Connect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

What if fulfillment isn’t about balancing work and life—but integrating the two?In this episode of Full Advisor Coaching, Kristin challenges the outdated concept of work-life balance and introduces the idea of work-life integration instead.Drawing from her recent workshop at the FPA Retreat, Kristin shares the 5-part framework to help high-performing professionals align their business operations with the lifestyle they truly want to live.Listen in to learn how advisors can take small but meaningful steps toward creating version 2.0 of their professional and personal lives, where success, fulfillment, and freedom truly work together.Kristin shares: * Why “work-life balance” is outdated and unhelpful.* The shift to work-life integration and lifestyle-centric planning.* The 5 key areas for intentional life and work design.* Practical steps to restructure your calendar and weekly schedule.* Real examples from advisors integrating flexibility, well-being, and purpose.* How team culture, redundancy, and intentional hiring affect integration.* Resources and exercises to align your work with your personal values.Resources:* Books:Slow Productivity by Cal NewportDeep Work by Cal NewportDesigning Your Life by Dave Evans and Bill Burnett* Deep Questions Podcast* Thrivent (https://www.thrivent.com/)* Download our Work-Life Integration Assessment Worksheet (https://drive.google.com/file/d/1jKW6-wmvClVONdD990cEFGCjdeVVla3_/view?usp=sharing)Connect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

What does building your Version 2.0 really look like?In this episode, I’m joined by Shelby Nicholl, founder of Muriel Consulting and host of the Kick It Open podcast, to explore how advisors can recognize when it’s time to evolve and how to take smart, confident steps toward a more fulfilling practice. Listen in as we talk about how to evaluate firm fit across three key dimensions and what options exist for those considering independence or starting their own RIA.You'll learn how to think like a CEO of your own practice, understand your true value, and make career decisions that support long-term fulfillment for you, your team, and your clients.Shelby shares: * Signs that it’s time for an advisor to make a move.* How to assess firm alignment.* The importance of compensation structure for team retention.* Business development vs. servicing roles in advisory firms.* Breaking away to form an RIA—when and how to do it.* The three categories of advisor firm fit.* What it takes to retain top talent in your firm.Resources:* My interview with Shelby on her podcast (https://www.murielconsulting.com/financial-advisor-podcast/kristinharad)* Take The Fit Test (https://www.murielconsulting.com/financial-advisor-tools)* The Kick It Open Podcast (https://www.murielconsulting.com/financial-advisor-podcast)Connect with Shelby Nicholl:* LinkedIn: Shelby Nicholl, MBA, CEPA® (https://www.linkedin.com/in/shelbynicholl)* Murielconsulting.com (http://murielconsulting.com/)* YouTube: Kick It Open Podcast with Shelby Nicholl (https://www.youtube.com/@KickItOpen)* Email: shelby.nicholl@murielconsulting.com (mailto:shelby.nicholl@murielconsulting.com)* Book a confidential call with Shelby (https://scheduler.zoom.us/shelbynicholl/consultation)Connect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

How can financial advisors structure their first consultations to create a standout client experience?In this episode, Kristin shares best practices for creating a thoughtful and welcoming experience from the very first interaction.She covers how to leverage all five senses to create a client-centric environment, the value of doing simple background research before meetings, and why it's not enough to simply offer a “free consultation.”Listen in to discover how to lead a consultation that feels warm, intentional, and authentic, so you can connect with prospective clients and help them feel truly seen and supported.Kristin shares:* Why the first consultation sets the tone for the advisor-client relationship.* The importance of pre-meeting preparation and intake questions.* How your scheduling process and form questions can help your first impression.* What to do before the meeting.* How to use a visual one-pager to communicate your offering and pricing.* Best practices for following up after the consultation.Resources:* Confident Conversations That Win Clients with David DeCelle (Ep. 31) (https://fulladvisorcoaching.com/advisor-coaching-podcast/confident-conversations-that-win-clients-with-david-decelle/)* Missing Out on Revenue: How to Maximize Your Lead-to-Client Conversion (Ep. 22) (https://fulladvisorcoaching.com/advisor-coaching-podcast/missing-out-on-revenue-how-to-maximize-your-lead-to-client-conversion/)* Scheduling tools mentioned: Calendly (https://calendly.com/), Acuity (https://acuityscheduling.com/), OnceHub (https://oncehub.com/)Connect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

How can financial advisors approach business development conversations without feeling pushy or inauthentic?In this episode, Kristin is joined by David DeCelle, CEO of Model FA, to unpack the subtle art of turning prospect meetings into meaningful relationships, and ultimately, new business.They cover mindset shifts, simple pre-meeting research techniques, and practical language that makes it easier to guide prospects through your process with confidence.Listen in to learn how to lead with curiosity, build connection from the first conversation, and follow up in ways that feel personal, not salesy.David shares: * How to shift from a sales mindset to a relationship-building approach.* Simple ways to use social media & research to personalize prospect meetings.* A framework for setting clear agendas that guide productive conversations.* What to say at the end of a meeting to lead with confidence.* How to follow up without being a nuisance.* Where AI fits into the follow-up process and how it can improve advisor efficiency.* Why consistent, genuine outreach is the key to long-term business development success.Resources:* Why You Don’t Have To Be Perfect To Grow Your RIA (Ep. 9) (https://fulladvisorcoaching.com/advisor-coaching-podcast/why-you-dont-have-to-be-perfect-to-grow-your-ria/)* Book Mentioned: Conversations by Ivan Farber (https://www.amazon.com/Conversations-Manage-Business-Relationships-Conversation/dp/1732164657)* David’s upcoming AI tool (teaser revealed in episode—stay tuned!)Connect with David DeCelle:* LinkedIn: David DeCelle (https://www.linkedin.com/in/daviddecelle)* Model FA: https://www.modelfa.com (https://www.modelfa.com/)* Instagram: @david_decelle) (https://www.instagram.com/david_decelle/?hl=en)* Email: david@modelfa.com (mailto:david@modelfa.com)* Book a Strategy Call (https://www.modelfa.com/services/focus/)Connect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

How can we effectively train and support the next generation of advisors in business development?With many firms expanding and evolving, there’s often a gap between the hustle of founding rainmakers and the expectations of newer advisors who may not resonate with high-pressure sales tactics.In this episode, Kristin explores a modern, scalable approach to creating a business development engine.Listen in to hear how to provide a consistent client experience while enabling advisors to stand in their strengths.Kristin shares:* What it takes to build a marketing-driven organization.* How to create clarity with brand strategy and a branded client journey.* Tips for setting up advisors to be able to walk prospects through your process with confidence.* How to match advisors’ strengths with business development strategies.* How leadership can create a supportive, growth-focused culture.* What to know about ROI, KPIs, and setting daily expectations for advisors.Resources:* Recruiting Success: Insights for Hiring Financial Planners with Caleb Brown, MBA, CFP® (Ep. 24) (https://fulladvisorcoaching.com/advisor-coaching-podcast/recruiting-success-insights-for-hiring-financial-planners/)* The Fulfillment Framework: 7 Steps to Integrate Work & Life Success (Ep. 26) (https://fulladvisorcoaching.com/advisor-coaching-podcast/the-fulfillment-framework-7-steps-to-integrate-work-life-success/)* The Three Rs Framework: How Top Advisors Attract More Clients with Bill Cates (Ep. 27) (https://fulladvisorcoaching.com/advisor-coaching-podcast/the-three-rs-framework-how-top-advisors-attract-more-clients-with-bill-cates/)Connect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

Tired of creating content that doesn’t resonate with your ideal clients?In this episode, Kristin Harad chats with content writer and strategist Rebecca Rosenberg to break down how financial advisors can use content to grow their businesses and connect with their target audience.With over a decade of experience working with financial brands, Rebecca explains how she crafts content that is clear, helpful, and engaging.Listen in to hear actionable strategies—including how to follow up with leads using email, how to show personality in your writing, and how to use AI wisely—and the two simple questions that can help you build an effective content strategy.Rebecca shares:* A framework for developing a content strategy* How advisors can use checklists and email sequences to nurture leads* Why brand voice and personality matter in an AI-driven content world* The power of emotional storytelling* How to discover your brand’s true voice* What types of content are working todayResources:* Download Rebecca’s BRANDOLOGY Brand Messaging Guidelines Template (https://rebeccarosenberg.net/brandology-brand-messaging-guide-template/): Use code FRIENDS50 for 50% off* The Financial Advisor's Guide to Repurposing Content (Ep. 28) (https://fulladvisorcoaching.com/advisor-coaching-podcast/the-financial-advisors-guide-to-repurposing-content/)Connect with Rebecca Rosenberg:* LinkedIn: Rebecca Rosenberg (https://www.linkedin.com/in/rebeccasusanrosenberg/)* ​​Rebeccarosenberg.net (https://rebeccarosenberg.net/)* Instagram: @rebeccarosenberg_writer (https://www.instagram.com/rebeccarosenberg_writer/)* Email: https://rebeccarosenberg.net/contact/ (https://rebeccarosenberg.net/contact/)* Book a Discovery Call (https://zcal.co/rebeccarosenberg/30min)Connect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

Are you struggling to create fresh content all the time?In this episode, Kristin Harad dives into content repurposing—a strategy that helps financial advisors maximize their thought leadership without burning out.She breaks down how to take a single long-form blog post, podcast, webinar, or video and turn it into multiple high-impact pieces across different platforms.Kristin also covers essential AI tools, social media hacks, and automation strategies that make content marketing easier and more effective.Listen in to learn how to maximize your content, boost engagement, and generate more leads—without creating from scratch every time!Kristin shares:* Why content repurposing is the key to smarter marketing* Evergreen content vs. timely market updates* How to break down a long-form blog post into social media content* AI tools for content repurposing* How to turn blog content into webinars, lead magnets, and email sequences* How to delegate content repurposing without doing it all yourself* Using repurposed content to generate leads and drive engagementResources:* The Art of Niche Marketing in Financial Advice with Kristen Luke (Ep. 5) (https://fulladvisorcoaching.com/advisor-coaching-podcast/the-art-of-clarity-confidence-and-fulfillment-2/)* ChatGPT (https://chatgpt.com/)* Canva (https://www.canva.com/)* Text2Infographic (https://text2infographic.com/)* Pictory (https://pictory.ai/)* Opus Clip (https://www.opus.pro/)Connect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)

Are you tapping into the full potential of your referrals, or are they just names on a list?Many financial advisors rely on referrals, but few know how to turn them into warm introductions that lead to real business growth. In this episode, referral coach Bill Cates shares his proven Three Rs Framework—Relevance, Reputation, and Referrals—to help advisors attract more ideal clients and scale their practice.Listen in to learn the secret to effective marketing, how to position yourself as the go-to advisor in your niche, and what it takes to build a business that grows through relationships.Bill shares:* The secret to powerful marketing* The 3 Rs: Relevance, Reputation, and Referrals* How to build a reputation that attracts ideal clients* How to define your right-fit client* The difference between referrals and warm introductions* How to create a client experience that fuels introductions* The #1 mindset shift advisors need to master client advocacyResources:* ReferralCoach.com/Resources (http://referralcoach.com/resources)* The Language of Referrals by Bill Cates* Radical Relevance (https://www.thecatessystem.com/radical-relevance)*  ExponentialGrowthGuide.com (http://exponentialgrowthguide.com)* The Art of Niche Marketing in Financial Advice with Kristen Luke (Ep. 5) (https://fulladvisorcoaching.com/advisor-coaching-podcast/the-art-of-clarity-confidence-and-fulfillment-2/)Connect with Bill Cates* Linkedin: Bill Cates, The Original Referral Coach (https://www.linkedin.com/in/billcates)* CoachCates.com (https://coachcates.com/)*

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 moreResources:* The Art of Clarity, Confidence, and Fulfillment (Ep. 3) – Full Advisor Coaching (https://fulladvisorcoaching.com/advisor-coaching-podcast/the-art-of-clarity-confidence-and-fulfillment/)* Blueprint for Growth: Mapping Your Business Development Ecosystem (Ep. 4) – Full Advisor Coaching (https://fulladvisorcoaching.com/advisor-coaching-podcast/blueprint-for-growth-mapping-your-business-development-ecosystem/)* Priorities, Productivity & Presence: The Art of Time Management (Ep. 7) (https://fulladvisorcoaching.com/advisor-coaching-podcast/priorities-productivity-presence-the-art-of-time-management/)* Why You Don’t Have To Be Perfect To Grow Your RIA (Ep. 9) – Full Advisor Coaching (https://fulladvisorcoaching.com/advisor-coaching-podcast/why-you-dont-have-to-be-perfect-to-grow-your-ria/)* Missing Out on Revenue: How to Maximize Your Lead-to-Client Conversion (Ep. 22) - Full Advisor Coaching (https://fulladvisorcoaching.com/advisor-coaching-podcast/missing-out-on-revenue-how-to-maximize-your-lead-to-client-conversion)* 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 (https://ilifecoachtraining.com/free-tool-wheel-of-life/)* The One Thing – Core Values Deck (https://bestself.co/products/core-values-deck)* Business Development Ecosystem – Map, Worksheet, and Example (https://fulladvisorcoaching.com/wp-content/uploads/2023/12/harad-onion-graphic-092024.png)Connect with Kristin Harad: * LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)*

Are you ready for a fulfilling year? We’re re-releasing this episode to help you set the stage for a year filled with personal and professional success.Is professional success enough without personal fulfillment?Kristin Harad explores this question in the second segment of the Full Advisor Coaching Podcast. Her coaching method, specially designed for financial advisors who are entrepreneurs, emphasizes a harmonious blend of professional achievements and personal satisfaction.Key Highlights:* Full Advisor Coaching Defined: A synergistic mix of marketing, business, and life coaching to empower financial advisors* Identifying Three Advisor Types:Entrepreneurial Advisors: Building businesses from scratch and scaling operationsSecond-Generation Leadership: Taking over from founders, blending legacy with innovationAdvisors Breaking Away: Transitioning to independent RIAs, adapting to new operational styles* Adapting to Change: Embracing new technologies, evolving client needs, and innovative business strategies* The Integrated Life Approach: Beyond balancing work and life, achieving a seamless integration of personal and professional worlds* Kristin’s Coaching Impact: Guiding advisors to align their business objectives with personal goals* And much more!Connect with Kristin Harad: * LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* KristinHarad.com (https://kristinharad.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@kristinharad.com (mailto:kristin@kristinharad.com)* Scheduling link for a Fit Assessment (https://go.oncehub.com/V2Leaders)