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."
The New Playbook for Financial Planner Success (Ep. 39)
Full Advisor Coaching - The Podcast
50 minutes 10 seconds
2 months ago
The New Playbook for Financial Planner Success (Ep. 39)
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)
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."
