Ep 211: How A Clear Marketing Focus Can Make The Sales Process Easier with Kristin Harad
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 12 January 2021
⏱️ 103 minutes
🧾️ Download transcript
Summary
Kristin Harad is the founder of a marketing consulting firm that focuses on coaching solo advisors to reach the next level and outsource CMO services for RIAs and mid-size firms. In addition to working as a marketing consultant, Kristin also has her own advisory firm that she launched from scratch and grew to six figures in fee-only revenue in just three years. She now uses her experience and expertise to coach other advisors to scale in the same way.
Listen in as Kristin shares how her journey through the consumer goods and financial industries set the stage for her advisory and consulting passions, how her interest in life coaching played a role in the launch of her own advisory, and how she was able to market in an extremely cost-efficient but effective way to her niche client. You’ll learn how she has been able to have one of her best years in business despite the global circumstances, what challenges she faced when uprooting her family and moving to Australia, and more.
For show notes and more visit: https://www.kitces.com/211
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.1 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading |
| 0:12.4 | financial advisors navigated the inevitable challenges that arise on the path to success |
| 0:17.4 | and get insight from leading industry consultants about how to break through to the |
| 0:21.9 | next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:28.3 | Welcome to the 211th episode of the Financial Advisor's Success podcast. My guest today's podcast is |
| 0:34.5 | Kristen Herod. Kristen is the founder of her eponymous marketing consulting firm for advisors, with a particular |
| 0:39.9 | focus on both helping to coach solo advisors to the next level and providing outsource CMO |
| 0:44.9 | services to mid-sized RAs. |
| 0:47.2 | What's unique about Kristen, though, is that she isn't only a marketing consultant to |
| 0:50.9 | advisors, but spent eight years building her own independent advisory firm, |
| 0:54.8 | which she launched from scratch and had an incredibly fast growth start to nearly $200,000 |
| 1:00.1 | of financial planning fee revenue alone in barely three years, and of course grew even further |
| 1:05.3 | in the years that followed, all from applying her advisor marketing principles first and foremost |
| 1:09.7 | to herself. |
| 1:14.2 | Then now she's built a consulting business to teach others to do the same. |
| 1:19.3 | In this episode, we talk in depth about how Kristen's background in consumer marketing with a focus on building brand loyalty and retention programs provided a foundation for her to launch |
| 1:24.2 | and market her own advisory firm. |
| 1:26.1 | Why Kristen chose from the start to focus in on a niche |
| 1:28.5 | before she even figured out what to call the firm |
| 1:30.7 | or how to structure her services. |
| 1:32.6 | The way Kristen's clear focus on a particular target market |
... |
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