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Oh, those messy middles!
In this episode of the Top Advisor Marketing Podcast, host Matt Halloran chats with Kristin Harad — founder of Full Advisor Coaching — about how to build a thriving advisory business while maintaining personal fulfillment. Kristin talks about navigating the “messy middle” of financial firms — businesses that have scaled but need to elevate their CEO mindset and team structure. This conversation gives a fresh take on managing organic growth, transitioning to a CEO role, and keeping the client experience consistent from start to finish.
It’s simply a must-listen for advisors wanting to grow their business without losing sight of work-life balance.
Kristin and Matt discuss:
- Why you need to prioritize aligning marketing, sales, and client services
- The value of empowering every team member to contribute to business development
- How to create a culture of growth
- Why building a holistic ecosystem that nurtures client relationships leads to increased referrals and business growth
- Her most often-overlooked opportunity for growth
- And more
Resources:
Connect With Kristin Harad:
Connect With ProudMouth:
- ProudMouth
- LinkedIn: Matt Halloran
- Twitter: Matt Halloran
- LinkedIn: ProudMouth
- Facebook: ProudMouth
- Twitter: ProudMouth
- YouTube: ProudMouth
About Our Guest:
Kristin Harad is a Certified Financial Planner™ and seasoned consultant with decades of experience in financial services, including roles at Visa, Charles Schwab, and JPMorgan Chase.
In 2006, she founded VitaVie Financial Planning, successfully growing it into a six-figure business. Since 2014, she has focused on coaching and mentoring independent financial advisors, helping them achieve both business growth and personal fulfillment. Kristin holds a BS in Economics from The Wharton School and a certificate in Personal Financial Planning from UC Berkeley.
