Kristin Harad
On a mission to enable self-driven financial freedom, Kristin inspires independent financial planners and advisors to succeed as entrepreneurs. Leading by example Kristin demonstrates how to embrace challenge, manage anxiety, develop systems, and navigate the busy world to achieve entrepreneurial success and live the life you desire. Kristin believes that as independent advisors flourish, so do their clients, opening up a world where anxiety can quietly buzz in the background of a full, energized, and free life. Learn more here .
Articles by Kristin Harad
- Business Growth
Stop Making Every Advisor Prospect: A Better Business Development Strategy for RIAs
Most firms try to apply a single BD model to an entire team with very different roles, motivations, and career trajectories. That’s the mismatch, but the good news is, it is fixable.
- Business Growth
Summer Is Your Best Chance To Fix a Stalled Growth Strategy
Is your firm actually growing, or has the busyness of the year been masking a lack of progress toward your real goals?
- Business Growth
Most Prospects Want To Hire You—They Just Don’t Know How
Which is almost embarrassing to admit, because I spend my days helping RIA leaders with exactly this kind of thing.
- Business Growth
Referral Partners or Time Wasters? A Smarter Way to Evaluate COI Relationships
You’ll learn how to assess potential partners, when it’s okay (and smart) to say no, and why not all partnerships are created equal.
- Business Growth
Marketing That Makes Business Development Easier for Advisors
Listen in to learn how strategic marketing reduces advisor pressure and creates a business development advantage.
- Business Growth
The One Question That Can Make or Break Your RIA’s 2026 Strategic Plan
How will we know we’re on track by March 31? It sounds simple. But this one question separates firms with momentum from firms with intention.
- Business Growth
Why Your Firm’s Growth Depends on the People You Develop, Not the People You Hire
You’ll gain insights into succession planning, leadership development, and why every firm should prioritize employee growth.
- Business Growth
What’s Holding You Back? 6 Things To Stop Doing Before You Plan for Growth
It comes from clearing the clutter that shows up in the form of habits, assumptions, and shortcuts that steal time, focus, and momentum.
- Business Growth
10 Reasons Your Firm Should Host a Prospect Event (Even if Turnout Feels Uncertain)
Done well, an discussion-based educational event becomes both a growth catalyst and a confidence-builder for your advisor team.
- Business Growth
Stop Selling Services—Start Selling Outcomes With This Simple One-Pager
Captures your value in clear, client-centered language. Used well, it becomes both a powerful meeting guide and a memorable leave-behind.
- Business Growth
Are Advisors Asking the Wrong Question About Growth?
This creates an urgent need to solve the growth challenge, and many leaders turn to hours as one tangible way to measure expectations.
- Business Growth
Brand Strategy Is More Than Marketing — It’s Your Business Growth Engine
It influences the kinds of clients you attract. And it determines how clearly and confidently your team can articulate your value.
- Future of Advice
What Sets Winning Advisor BD Teams Apart? It Starts With the Right Environment
Thriving in business development has as much to do with the environment you’re in as it does with your personal skill set.
- Business Growth
How to Align Your Team’s Message Without Silencing Unique Voices
Clients and prospects need to hear a clear, compelling message no matter which advisor they’re talking to. #advisors
- Business Growth
Advisor Team Growth Stalling? This Is the Real Culprit
Advisors are expected to bring in new prospects for the firm but often without a clear path for how. #advisors #growth
- Business Growth
4 Marketing Pitfalls Every Financial Advisor Must Avoid to Grow
If your firm’s marketing feels like a moving target it’s likely you’re facing one or more of these 4 marketing afflictions #advisors
- Business Growth
How Top RIA Leaders Grow Faster—Without Guesswork
From first impression to loyal client, every stage of your business creates opportunity. The ecosystem has three parts #advisors
- Business Growth
Your Conference ROI Game Plan: What Top Advisors Do Differently
It's essential to invest time in thoughtful planning and purposeful engagement before, during, and after the conference. #advisors
- Business Growth
How Modern Financial Advisors Can Build a Scalable Growth Engine
Listen in to hear how to provide a consistent client experience while enabling advisors to stand in their strengths. #growth
- Business Growth
Turning First Meetings Into Lasting Client Relationships
Makes clients feel heard, understood, and confident moving forward. Here’s how to make the first meeting the start of something long-term
- Business Growth
How Top Advisors Use the Three Rs to Grow Their Business
Three Rs Framework—Relevance, Reputation, and Referrals—to help advisors attract more ideal clients and scale their practice. #growth
- Future of Advice
How to Cultivate the Next Generation of Rainmakers
It’s critical to prepare your next generation of advisors to succeed in business development. #advisors #future
