Kristin Harad

What if you could improve your client conversions by focusing on those hidden opportunities in your sales funnel? #advisors #growth

Shares insights on tackling the common challenge that many advisors face—the reluctance to run their business at the expense of client relationships

I’ve outlined six of my favorite strategies to get the most out of conference attendance. #advisors #conference

What would happen to your client relationships if you led with your heart rather than your skill set and financial knowledge? #growth

By taking action now, you can reflect on the year’s achievements and challenges, make strategic adjustments, and set a clear path for #growth

The essential marketing foundations for advisors who are preparing to leave a traditional wirehouse or broker-dealer. #advisors

Connecting with prospects today requires frequency, consistency, quality and patience more than ever before. #sales #growth

How striving for unattainable perfection can impede effective action in areas like niche marketing, content marketing, and SEO. #advisors

understanding and optimizing this ecosystem is crucial for sustainable growth, team engagement, and development of the next generation of leaders. #growth

You can’t overlook the importance of sales skills and being able to convert a prospect into a paying client or encourage a client to introduce you.

The first consultation with a potential client is like a first date. It’s a chance to make a strong impression, build trust, and pave the way #growth

To get the most out of COI collaboration efforts to grow your firm, it is time to revise your partnership marketing strategy. #COI #advisors #growth

The transformative power of specialization and learn how to succeed  by serving a specific audience with precision and purpose. #advisors