Full Advisor Coaching - The Podcast

What if fulfillment isn’t about balancing work and life—but integrating the two?In this episode of Full Advisor Coaching, Kristin challenges the outdated concept of work-life balance and introduces the idea of work-life integration instead.Drawing from her recent workshop at the FPA Retreat, Kristin shares the 5-part framework to help high-performing professionals align their business operations with the lifestyle they truly want to live.Listen in to learn how advisors can take small but meaningful steps toward creating version 2.0 of their professional and personal lives, where success, fulfillment, and freedom truly work together.Kristin shares: Why “work-life balance” is outdated and unhelpful.The shift to work-life integration and lifestyle-centric planning.The 5 key areas for intentional life and work design.Practical steps to restructure your calendar and weekly schedule.Real examples from advisors integrating flexibility, well-being, and purpose.How team culture, redundancy, and intentional hiring affect integration.Resources and exercises to align your work with your personal values.Resources:Books:Slow Productivity by Cal NewportDeep Work by Cal NewportDesigning Your Life by Dave Evans and Bill BurnettDeep Questions PodcastThriventDownload our Work-Life Integration Assessment WorksheetConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

What does building your Version 2.0 really look like?In this episode, I’m joined by Shelby Nicholl, founder of Muriel Consulting and host of the Kick It Open podcast, to explore how advisors can recognize when it’s time to evolve and how to take smart, confident steps toward a more fulfilling practice. Listen in as we talk about how to evaluate firm fit across three key dimensions and what options exist for those considering independence or starting their own RIA.You'll learn how to think like a CEO of your own practice, understand your true value, and make career decisions that support long-term fulfillment for you, your team, and your clients.Shelby shares: Signs that it’s time for an advisor to make a move.How to assess firm alignment.The importance of compensation structure for team retention.Business development vs. servicing roles in advisory firms.Breaking away to form an RIA—when and how to do it.The three categories of advisor firm fit.What it takes to retain top talent in your firm.Resources:My interview with Shelby on her podcastTake The Fit TestThe Kick It Open PodcastConnect with Shelby Nicholl:LinkedIn: Shelby Nicholl, MBA, CEPA®Murielconsulting.comYouTube: Kick It Open Podcast with Shelby NichollEmail: shelby.nicholl@murielconsulting.comBook a confidential call with ShelbyConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

How can financial advisors structure their first consultations to create a standout client experience?In this episode, Kristin shares best practices for creating a thoughtful and welcoming experience from the very first interaction.She covers how to leverage all five senses to create a client-centric environment, the value of doing simple background research before meetings, and why it's not enough to simply offer a “free consultation.”Listen in to discover how to lead a consultation that feels warm, intentional, and authentic, so you can connect with prospective clients and help them feel truly seen and supported.Kristin shares:Why the first consultation sets the tone for the advisor-client relationship.The importance of pre-meeting preparation and intake questions.How your scheduling process and form questions can help your first impression.What to do before the meeting.How to use a visual one-pager to communicate your offering and pricing.Best practices for following up after the consultation.Resources:Confident Conversations That Win Clients with David DeCelle (Ep. 31)Missing Out on Revenue: How to Maximize Your Lead-to-Client Conversion (Ep. 22)Scheduling tools mentioned: Calendly, Acuity, OnceHubConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

How can financial advisors approach business development conversations without feeling pushy or inauthentic?In this episode, Kristin is joined by David DeCelle, CEO of Model FA, to unpack the subtle art of turning prospect meetings into meaningful relationships, and ultimately, new business.They cover mindset shifts, simple pre-meeting research techniques, and practical language that makes it easier to guide prospects through your process with confidence.Listen in to learn how to lead with curiosity, build connection from the first conversation, and follow up in ways that feel personal, not salesy.David shares: How to shift from a sales mindset to a relationship-building approach.Simple ways to use social media & research to personalize prospect meetings.A framework for setting clear agendas that guide productive conversations.What to say at the end of a meeting to lead with confidence.How to follow up without being a nuisance.Where AI fits into the follow-up process and how it can improve advisor efficiency.Why consistent, genuine outreach is the key to long-term business development success.Resources:Why You Don’t Have To Be Perfect To Grow Your RIA (Ep. 9)Book Mentioned: Conversations by Ivan FarberDavid’s upcoming AI tool (teaser revealed in episode—stay tuned!)Connect with David DeCelle:LinkedIn: David DeCelleModel FA: https://www.modelfa.comInstagram: @david_decelle)Email: david@modelfa.comBook a Strategy CallConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

How can we effectively train and support the next generation of advisors in business development?With many firms expanding and evolving, there’s often a gap between the hustle of founding rainmakers and the expectations of newer advisors who may not resonate with high-pressure sales tactics.In this episode, Kristin explores a modern, scalable approach to creating a business development engine.Listen in to hear how to provide a consistent client experience while enabling advisors to stand in their strengths.Kristin shares:What it takes to build a marketing-driven organization.How to create clarity with brand strategy and a branded client journey.Tips for setting up advisors to be able to walk prospects through your process with confidence.How to match advisors’ strengths with business development strategies.How leadership can create a supportive, growth-focused culture.What to know about ROI, KPIs, and setting daily expectations for advisors.Resources:Recruiting Success: Insights for Hiring Financial Planners with Caleb Brown, MBA, CFP® (Ep. 24)The Fulfillment Framework: 7 Steps to Integrate Work & Life Success (Ep. 26)The Three Rs Framework: How Top Advisors Attract More Clients with Bill Cates (Ep. 27)Connect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

Tired of creating content that doesn’t resonate with your ideal clients?In this episode, Kristin Harad chats with content writer and strategist Rebecca Rosenberg to break down how financial advisors can use content to grow their businesses and connect with their target audience.With over a decade of experience working with financial brands, Rebecca explains how she crafts content that is clear, helpful, and engaging.Listen in to hear actionable strategies—including how to follow up with leads using email, how to show personality in your writing, and how to use AI wisely—and the two simple questions that can help you build an effective content strategy.Rebecca shares:A framework for developing a content strategyHow advisors can use checklists and email sequences to nurture leadsWhy brand voice and personality matter in an AI-driven content worldThe power of emotional storytellingHow to discover your brand’s true voiceWhat types of content are working todayResources:Download Rebecca’s BRANDOLOGY Brand Messaging Guidelines Template: Use code FRIENDS50 for 50% offThe Financial Advisor's Guide to Repurposing Content (Ep. 28)Connect with Rebecca Rosenberg:LinkedIn: Rebecca Rosenberg​​Rebeccarosenberg.netInstagram: @rebeccarosenberg_writerEmail: https://rebeccarosenberg.net/contact/Book a Discovery CallConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

Are you struggling to create fresh content all the time?In this episode, Kristin Harad dives into content repurposing—a strategy that helps financial advisors maximize their thought leadership without burning out.She breaks down how to take a single long-form blog post, podcast, webinar, or video and turn it into multiple high-impact pieces across different platforms.Kristin also covers essential AI tools, social media hacks, and automation strategies that make content marketing easier and more effective.Listen in to learn how to maximize your content, boost engagement, and generate more leads—without creating from scratch every time!Kristin shares:Why content repurposing is the key to smarter marketingEvergreen content vs. timely market updatesHow to break down a long-form blog post into social media contentAI tools for content repurposingHow to turn blog content into webinars, lead magnets, and email sequencesHow to delegate content repurposing without doing it all yourselfUsing repurposed content to generate leads and drive engagementResources:The Art of Niche Marketing in Financial Advice with Kristen Luke (Ep. 5)ChatGPTCanvaText2InfographicPictoryOpus ClipConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

Are you tapping into the full potential of your referrals, or are they just names on a list?Many financial advisors rely on referrals, but few know how to turn them into warm introductions that lead to real business growth. In this episode, referral coach Bill Cates shares his proven Three Rs Framework—Relevance, Reputation, and Referrals—to help advisors attract more ideal clients and scale their practice.Listen in to learn the secret to effective marketing, how to position yourself as the go-to advisor in your niche, and what it takes to build a business that grows through relationships.Bill shares:The secret to powerful marketingThe 3 Rs: Relevance, Reputation, and ReferralsHow to build a reputation that attracts ideal clientsHow to define your right-fit clientThe difference between referrals and warm introductionsHow to create a client experience that fuels introductionsThe #1 mindset shift advisors need to master client advocacyResources:ReferralCoach.com/ResourcesThe Language of Referrals by Bill CatesRadical Relevance ExponentialGrowthGuide.comThe Art of Niche Marketing in Financial Advice with Kristen Luke (Ep. 5)Connect with Bill CatesLinkedin: Bill Cates, The Original Referral CoachCoachCates.comX: Bill Cates (@Bill_Cates)Email: BillCates@ReferralCoach.comSchedule a Conversation with BillConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.comSchedule a Conversation with Kristin

It starts with having the right framework. In this episode of Full Advisor Coaching, Kristin introduces her 7-part process designed to help advisors incorporate both personal and professional goals in their life to find greater satisfaction.Kristin explains how this structured approach helps advisors make better decisions about where to invest their limited resources of time, money, and energy while integrating a focus on business growth with personal fulfillment. Listen in to learn how to prioritize initiatives, what it takes to achieve long-term success, and more.Kristin shares:The 7-Step Fulfillment FrameworkHow to create a compelling three-year vision that guides daily decisionsThe importance of clearly defining your brand, target market, and company valuesHow to assess your personal life to reveal areas of focusA practical approach to prioritizing initiatives based on quick wins, impact, and energyWhy regular progress reviews and adjustments are crucial for long-term successThe power of accountability partnerships in achieving your goalsAnd moreResources:The Art of Clarity, Confidence, and Fulfillment (Ep. 3) – Full Advisor CoachingBlueprint for Growth: Mapping Your Business Development Ecosystem (Ep. 4) – Full Advisor CoachingPriorities, Productivity & Presence: The Art of Time Management (Ep. 7)Why You Don’t Have To Be Perfect To Grow Your RIA (Ep. 9) – Full Advisor CoachingMissing Out on Revenue: How to Maximize Your Lead-to-Client Conversion (Ep. 22) - Full Advisor CoachingThe ONE Thing: The Surprisingly Simple Truth About Extraordinary Results by Gary Keller and Jay PapasanFree Tool: Wheel of Life - Life Coach Training InstituteThe One Thing – Core Values DeckBusiness Development Ecosystem – Map, Worksheet, and ExampleConnect with Kristin Harad: LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

Are you ready for a fulfilling year? We’re re-releasing this episode to help you set the stage for a year filled with personal and professional success.Is professional success enough without personal fulfillment?Kristin Harad explores this question in the second segment of the Full Advisor Coaching Podcast. Her coaching method, specially designed for financial advisors who are entrepreneurs, emphasizes a harmonious blend of professional achievements and personal satisfaction.Key Highlights:Full Advisor Coaching Defined: A synergistic mix of marketing, business, and life coaching to empower financial advisorsIdentifying Three Advisor Types:Entrepreneurial Advisors: Building businesses from scratch and scaling operationsSecond-Generation Leadership: Taking over from founders, blending legacy with innovationAdvisors Breaking Away: Transitioning to independent RIAs, adapting to new operational stylesAdapting to Change: Embracing new technologies, evolving client needs, and innovative business strategiesThe Integrated Life Approach: Beyond balancing work and life, achieving a seamless integration of personal and professional worldsKristin’s Coaching Impact: Guiding advisors to align their business objectives with personal goalsAnd much more!Connect with Kristin Harad: LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comKristinHarad.comX: KristinHaradEmail: kristin@kristinharad.comScheduling link for a Fit Assessment