Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."
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Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."
27 Powerful Questions for Better Relationships (Ep. 42)
Full Advisor Coaching - The Podcast
38 minutes 14 seconds
1 month ago
27 Powerful Questions for Better Relationships (Ep. 42)
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)
Full Advisor Coaching - The Podcast
Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."
