Kristin Harad's guest appearances

Kristin Harad

XYPN Radio

Financial Advisor Success

Strategic Business Building | Propel your business to the next level

Alex Hopkin

George Kinder

Mitch Anthony

Jude Boudreaux

Taylor Schulte

Sophia Bera

Carl Richards

Reese Harper

Ryan Frailich

Brittney Castro

Eric Roberge

Caleb Brown

Anna Sergunina

Scott Frank

Pam Capalad

OwlTail

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

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: <a href="https://www.kitces.com/211" rel="nofollow" target="_blank">https://www.kitces.com/211</a>

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

Kristin Harad followed a very non-traditional route before landing in the financial planning industry. She initially dreamed of becoming an advertising executive on Madison Avenue in New York City and began her career as a direct marketer. This is where she honed her expertise building brand awareness for various firms and developing customer loyalty programs. Her success led to new opportunities helping financial advisors develop their marketing campaigns. She’s become a noted speaker and sought-after consultant in the financial planning industry. The increased notoriety ultimately led her to choose between running her financial planning firm and nurturing this burgeoning advisor-facing practice. She talks about which path she chose and why selecting one is essential for consistent growth and a balanced lifestyle. You can find show notes and more information by clicking here:  http://www.xyplanningnetwork.com/77

Kristin Harad followed a very non-traditional route before landing in the financial planning industry. She initially dreamed of becoming an advertising executive on Madison Avenue in New York City and began her career as a direct marketer. This is where she honed her expertise building brand awareness for various firms and developing customer loyalty programs. Her success led to new opportunities helping financial advisors develop their marketing campaigns. She’s become a noted speaker and sought-after consultant in the financial planning industry. The increased notoriety ultimately led her to choose between running her financial planning firm and nurturing this burgeoning advisor-facing practice. She talks about which path she chose and why selecting one is essential for consistent growth and a balanced lifestyle. You can find show notes and more information by clicking here:  <a href="http://www.xyplanningnetwork.com/77" rel="nofollow" target="_blank">http://www.xyplanningnetwork.com/77</a>

Ep #77: Building a Niche Market Practice with No Formal Experience - an Interview with Kristin Harad

You’ve created content: articles, blog posts, videos, tweets, speeches, seminars, and more. Now you’re ready for results. In this energetic marketing session you’ll learn:  How to get the most bang for your buck (&amp; time and energy) on Social Media How to gain the most leverage from your content How to get an organization to endorse YOU  Join Kristin for a deep dive into “campaign strategy” where you’ll learn how to set up your own easy-to-follow game plan to drive results for 2014.

You’ve created content: articles, blog posts, videos, tweets, speeches, seminars, and more. Now you’re ready for results. In this energetic marketing session you’ll learn: <ul> <li>How to get the most bang for your buck (&amp; time and energy) on Social Media</li> <li>How to gain the most leverage from your content</li> <li>How to get an organization to endorse YOU</li> </ul> Join Kristin for a deep dive into “campaign strategy” where you’ll learn how to set up your own easy-to-follow game plan to drive results for 2014.

108: Kristin Harad of Vitavie