Ep 72: How to Prioritize Growth Efforts For Your Firm

Episode 72: How to Prioritize Growth Efforts For Your Firm

Guest: Kristin Harad

Overview

Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.

Today’s guest is Kristin Harad, founder of Full Advisor Coaching and host of the Full Advisor Coaching podcast. With decades of experience as a marketing and business coach, Kristin helps RIA leaders upgrade to their “Version 2.0” by focusing on aligned, purposeful business development strategies. In this episode, she shares how firms can prioritize their marketing, sales, and growth efforts effectively.

Key Takeaways

✅ Build a Business Development Ecosystem – Align marketing, sales, and client experience for smooth growth across the entire customer journey.

✅ Prioritize Strategically – Use value, cost, speed, and personal interest to decide which initiatives deserve your focus and resources.

✅ Diversify Marketing Channels – Combine lead-gen platforms, strategic partnerships, and targeted outreach to create a steady pipeline.

✅ Streamline Sales and Follow-Up – Set up consistent systems to communicate with prospects and move them efficiently through the sales funnel.

✅ Lead with Authentic Content – Share genuine, consistent content that builds trust and sets the stage for stronger client relationships.

Connect with Kristin Harad

🌐 Full Advisor Coaching
🎙️ Advisor Coaching Podcast
🔗 LinkedIn
📄 Download Business Development Ecosystem PDF

Connect with Catherine Tindall

🔗 LinkedIn
📩 Newsletter Sign-Up
📧 Email: admin@dominiones.com
🌐 Visit Dominion Enterprise Services

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