Full Advisor Coaching - The Podcast

Feeling like the end of the year is slipping away in chaos? You’re not alone. Between deadlines, distractions, and the pressure to wrap everything up perfectly, it’s easy to fall into the “I’ll deal with it next year” trap. But what if a few small mindset shifts could completely change how you close out the year and set you up for real momentum heading into the next?In this episode, we explore three powerful mindset shifts that help you move from scarcity to opportunity, from perfection to progress, and from control to clarity. You’ll learn how to reframe overwhelm into action, stop waiting for the “perfect” moment, and focus on what truly moves you forward.Kristin shares: How to reframe end-of-year overwhelm into motivation.Three mindset shifts to create momentum and clarity.Why progress matters more than perfection.How to move from scarcity thinking to opportunity.The one action that builds confidence and results.Why controlling less can help you achieve more.Simple ways to create focus in chaotic times.How to turn “too busy” into “strategically productive.”Tools for building consistency through mindset.Resources:Lead magnet for financial advisors: Create an effective lead magnet to build your marketing listWhy You Don’t Have To Be Perfect To Grow Your RIAMissing Out on Revenue: How to Maximize Your Lead-to-Client ConversionConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

What does it really take to earn and keep the trust of high-net-worth clients? In this episode, we’re joined by Sean Walters, CEO of the Investments and Wealth Institute, to explore what sets top-performing advisors apart in today’s competitive landscape. Whether you’re trying to grow your client base or elevate your credibility through education and credentials, this conversation will help you rethink how you position your value as a financial professional.You’ll learn how to leverage referrals, social proof, and personal branding to build authentic relationships with wealthy clients. Sean also shares the importance of continuous learning, why a personal touch still matters in a tech-driven world, and how the best advisors combine expertise with empathy to deliver the expected experience.Sean shares: How to attract high-net-worth and ultra-high-net-worth clients.Why referrals remain the backbone of advisory growth.How personal branding impacts client trust.The role of education and credentials in building authority.Why consistency creates long-term client confidence.How to balance big-firm resources with personal connection.The power of online presence and social proof.What “the expected experience” means in branding.Why continuous learning is key to advisor success.How to position yourself as the trusted choice for elite clients.Connect with Sean Walters:Sean Walters: LinkedInStrategy FormConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

What if the secret to building stronger client relationships isn’t having all the answers, but asking the right questions? In this episode, we dive into the role of curiosity in financial advising and explore why it’s not just about numbers—it’s about uncovering values, motivations, and emotions that truly drive decision-making.You’ll discover 27 powerful questions that can spark deeper conversations, help clients take meaningful action, and show your value as an advisor beyond dollars and cents. We’ll break these questions into three approachable categories, share when and how to use them, and explain why silence after asking a question can be your greatest tool.Kristin shares: Why curiosity is essential in financial advising.How asking deeper questions builds stronger relationships.27 powerful questions to use with clients and prospects.The three categories of impactful questions.How to uncover client values beyond goals and numbers.The role of silence in building trust after a question.How to inspire clients to take action.How to connect curiosity to financial planning outcomes.Resources:27 Powerful Questions PDFTiny Habits by BJ FoggAtomic Habits by James ClearBusting the Work-Life Balance Myth: Finding Fulfillment Beyond Professional SuccessThe Art of Clarity, Confidence, and FulfillmentConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

How do you attract, retain, and grow the right people in your firm? In this episode, Kristin sits down with Kelli Cruz, founder of Cruz Consulting Group, who brings more than 30 years of experience in talent management and organizational design for advisory firms. Together, they explore what it really takes to build “talent wealth” inside your practice so both leaders and employees thrive.Listen in to hear how to design clear career paths, create effective job descriptions, structure compensation plans that motivate, and use feedback as a tool for growth. You'll gain insights into succession planning, leadership development, and why every firm should prioritize employee growth.Kelli shares: Why talent management drives firm success.How to build “talent wealth” inside your team.The importance of updated job descriptions.How compensation planning motivates growth.How to use feedback to guide performance.Succession planning essentials for firms.The four levels of advisory career paths.How to create a culture that supports long-term retention.Resources:Career Path TemplateConnect with Kelli Cruz:LinkedIn Cruz Consulting GroupEmail: kelli@cruzconsultinggroup.comConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

Are you or your advisors stuck in “getting ready” mode, spending more time planning than actually doing?In this episode, we break down why highly skilled, hardworking financial advisors often stall when it comes to business development.You’ll learn how perfectionist tendencies, over-preparation, and comparison to others can hold you back from real growth and how to break free from those habits.Listen in to hear practical, low-barrier ways to build the business development muscle, as well as how to support the next generation of advisors and adapt leadership approaches for today’s evolving business landscape.You’ll walk away with strategies to move from preparation into action and start bringing new business through the door.Kristin shares: Why over-preparation can stall business development.How perfectionist tendencies impact growth.The role of encouragement in advisor success.Why comparison slows momentum.How to structure short, effective outreach blocks.Low-pressure steps for building the “doing” habit.What we can do to support the next generation of advisors.The importance of allowing for occasional failure.Resources:Give To Grow by Mo BunnellLean Learning by Pat FlynnThe ONE Thing PodcastEpisode 38: What Makes Great Business Developers?Connect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

What does it take to be a truly exceptional financial planner in today’s world? In this episode, we sit down with Dennis Moore, Interim CEO and COO of the Financial Planning Association, and Ben Lewis, FPA’s Chief Communications Officer, to explore the newly launched FPA Competency Model designed to help financial planners strengthen the human side of their profession. You’ll learn how interpersonal impact, leadership, and trust-building can transform the client relationship, elevate your professional brand, and set the stage for long-term success.You’ll also hear how the FPA is marking its 25th anniversary with resources to help members connect with clients, grow their business, and guide the next generation of planners. From understanding the six behavioral competencies to applying them in real-world client interactions, this conversation reveals practical ways to refine your communication, foster collaboration, and build credibility in a competitive market. Dennis and Ben share: What the new FPA Competency Model is and how to use it.The six key behavioral competencies every planner needs.How interpersonal impact strengthens client relationships.Why leadership is vital for business development and branding.The role of empathy in financial planning success.How communication builds trust and client loyalty.Ways to foster collaboration with clients and teamsHow accountability improves professional credibility.Why behavioral skills complement technical expertise.How to use self-assessment tools for career growth.Resources:FPA Website FPA National Conference FPA Competency Model FPA MediaSource Ep. 21: The Power of Investing in Client Experience Ep. 28: Ths Financial Advisors’ Guide to Repurposing Content Ep. 35: How Financial Advisors Can Leverage Online ReviewsConnect with Dennis and Ben:Dennis Moore: LinkedInBen Lewis: LinkedInFinancial Planning AssociationConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

What do great business developers actually do differently and how can leaders support that growth across all personality types? In this episode, we unpack the habits, mindsets, and systems that set top performers apart, especially in professions like financial planning, where the old-school “sales” approach doesn’t always fit. Whether you’re outgoing, introverted, analytical, or empathetic, this conversation will help you reframe business development as a skill anyone can learn, when the right support is in place.You’ll learn why solving problems (not pushing products) is the key to long-term success, how to use client language to connect more effectively, and why follow-up systems matter just as much as charisma. We also dive into the importance of blocking time for outreach, creating emotional distance in sales conversations, and the power of lifelong learning.Kristin shares: Business development is a learned skill.Different personalities can succeed in BD.Follow-up is where growth happens.Lead with client pain points, not features.Block time for focused outreach.Build templates to avoid overthinking.Sales is solving problems with empathy.Match your message to your audience.Leaders must support diverse BD styles.Lifelong learning is a business developer’s edge.Resources:Business Development Ecosystem MapConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

Is AI just another fleeting trend, or is it redefining how financial advisors work forever?In this episode, we speak with Mark Gilbert, CEO and Co-Founder of Zocks, a privacy-first AI meeting assistant built specifically for financial services.Mark shares his journey to founding Zocks and explains why this isn’t just another note-taker—it’s a powerful productivity tool that helps advisors improve client engagement, communication, and efficiency across the board.You’ll learn how Zocks is helping financial advisors capture critical client data, reduce email response time, and even unlock the capacity to serve more clients by automating time-consuming tasks.Listen in to get actionable insights on using tech to scale without losing the human touch.Mark shares: How Zocks goes beyond a meeting assistant.Why AI is more than just a buzzword.How AI can streamline client communication.How to navigate privacy concerns with clients.Why financial advisors need multiple AI tools.How AI improves response time and productivity.How advisors can scale services with automation.What’s next in AI for financial professionals.Connect with Mark Gilbert:LinkedIn: Mark GilbertZocks.ioConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

What if your content strategy wasn’t overwhelming but simple, intentional, and tailored to your goals?In this episode of Full Advisor Coaching, Kristin breaks down exactly how financial advisors can build a foundational content calendar that supports consistent marketing without the stress. She explains how to set a realistic cadence, plan ahead, and repurpose high-quality content to get more traction with less effort.Listen in to learn how to tackle the common pitfalls advisors face with content and actionable ways to stay on track even when life gets busy.Kristin shares:How to establish your “home base” for your content calendar.How to set a sustainable publishing schedule.Ways to mix evergreen content, timely updates, and personal stories.How to involve your team in content creation (even non-advisors).What to do when you feel stuck or short on time.How to use AI and freelance support to streamline your process.Why imperfect content is better than none at all.Real client examples of building a calendar that works.Resources:Free Tools & TrainingWhy You Don’t Have To Be Perfect To Grow Your RIA (Ep. 9)The Role of Outsourced CIOs for RIA Leaders’ Growth (& Sanity) (Ep. 13)The Financial Advisor's Guide to Repurposing Content (Ep. 28)Simple & Effective Content Strategy for Financial Advisors with Rebecca Rosenberg (Ep. 29)Building a Business Development Engine for Modern Financial Advisors (Ep. 30)Connect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

What if online client reviews could be your firm’s best marketing asset?In this episode of Full Advisor Coaching, Kristin sits down with Brian Thorp and Diana Cabrices from Wealthtender to talk about how advisors can finally use online reviews to build trust, attract new clients, and grow their business.Listen in to hear what’s working now, how to ask clients for feedback (without feeling awkward), and smart ways to put testimonials to work across your marketing.You’ll walk away with practical tips and a fresh perspective on turning client voices into your most powerful growth tool.Brian and Diana share:Why online reviews matter for advisors now more than ever.How to ask for client testimonials, tactfully and compliantly.The best times to ask for reviews.Messaging that makes clients eager to “pay it forward.”Creative ways to showcase reviews beyond your website.Tips for getting started with Wealthtender (or creating a compliant system on your own).Resources:Learn more or get started: Wealthtender.com/growConnect with Brian Thorp:LinkedIn: Brian ThorpWealthtender.comEmail: brian@wealthtender.comConnect with Diana Cabrices:LinkedIn: Diana Cabricesdianacabrices.comX: dianacabricesConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin