Ep 72: How to Prioritize Growth Efforts For Your Firm

Financial Advisors Want to Know: How to Prioritize Growth Efforts For Your Firm - Ep. 72 Kristin Harad

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.

Kristin Harad is a seasoned marketing and business coach helping RIA leaders build their Version 2.0 with clarity, confidence & fulfillment. She is the Founder of Full Advisor Coaching and the host of the Full Advisor Coaching podcast. Kristin lives in San Francisco where she and her husband are preparing to be empty nesters.

Key Takeaways:
Business Development Ecosystem: Building a firm requires a comprehensive approach that spans marketing, sales, and client experience. To scale efficiently, advisors need to align all parts of their business development to improve processes at each stage of the customer journey.

Prioritizing Resources: Advisors often struggle with what to prioritize, as they juggle many tasks. Kristin suggests evaluating your efforts based on value, investment (time and money), speed to implement, and personal interest. This helps prioritize efforts that can lead to the best results.

Marketing Strategies: Advisors need to diversify their marketing strategies to generate awareness and create leads. Whether it's using platforms like SmartAsset or hosting networking lunches with CPAs, every initiative should be assessed for its value and effectiveness.

Sales and Follow-up Systems: Advisors often fail to have a streamlined process for following up with prospects. Kristin emphasizes the importance of setting up systems for consistent communication to move prospects through the funnel more quickly and improve conversion rates.

Content Marketing and Authenticity: Consistent content marketing is essential for establishing trust and building relationships with prospects. Advisors should focus on authentic content that aligns with their voice and resonates with their audience, making sales conversations smoother.

Download the Business Development Ecosystem PDF here:

https://www.dropbox.com/scl/fi/9r8wesw1gur7xiqj44vj0/FullAdvisorCoachinghandout.pdf?rlkey=8gjt0izlluyrdcsef0rhoztdl&e=1&st=sqmqdw0k&dl=0

Connect with Kristin:
https://www.linkedin.com/in/kristinharad/
https://fulladvisorcoaching.com/
https://fulladvisorcoaching.com/advisor-coaching-podcast/

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