Full Advisor Coaching - The Podcast Redefining Success as a Blend of Fulfillment and Freedom (Ep. 1)
Feb 7, 2024
39:42
Welcome to the first episode of Full Advisor Coaching – The Podcast.
Join us for an inspiring journey as Kristin Harad’s journey unfolds. From institutional trust work to direct marketing, guided by the inspiration of Stan Rapp and Thomas Collin’s book, Beyond MaxiMarketing. Her story challenges the notion that financial careers must always start with a rigid plan, showcasing the beauty of unexpected beginnings.
Kristin’s journey sparks the desire for a dynamic and purpose-driven career, showcasing the possibilities of evolving from one role to another while staying true to your passion.
Key Highlights:
- Gaining invaluable insights into personal finance marketing at Gray Direct in Manhattan
- Evolving from a marketing professional to a financial advisor, integrating her skills with a passion for making a direct impact on consumers
- Launching her own RIA firm in 2006, where she marries financial advice with life coaching
- Expanding her influence by transitioning to coaching for financial advisors, capitalizing on her unique niche in marketing and business development
- Embracing a balanced life philosophy, juggling big-picture aspirations with daily joys, including fitness routines and culinary adventures
- Redefining success as a blend of fulfillment and freedom, and sharing her insights on risk-taking and personal growth
- And much more!
Resources:
Connect with Kristin Harad: