Kristin Harad, an experienced marketing coach for independent financial advisors and planners, is driven by her passion for empowering her clients to achieve self-driven financial freedom. After transitioning from a successful career in financial services marketing to entrepreneurship in 2006, Kristin founded VitaVie Financial Planning, the first fee-only firm dedicated to expectant parents and growing families in the San Francisco Bay Area. Her entrepreneurial spirit and strategic marketing expertise boosted the firm to success in under three years. Recognizing her gift for teaching and training, Kristin shifted gears in 2014 to focus on coaching and guiding independent financial advisors. Today, Kristin is renowned for her practical marketing advice and power to help advisors thrive. Her belief in the symbolic relationship between advisor success and clients flourishing underscores her mission for fostering a life of abundance.
Featured Resources
Kristin Harad’s LinkedIn Profile
Kristin Harad’s Facebook Profile
Kristin Harad’s Twitter Profile
KristinHarad.com
Kristin Luke’s OnNiche Program
Michael Kitces’s Growth Versus Scaling
Why Growth Doesn’t Solve Profitability Problems with Michael Kitces
Tune in now as we chat with Kristin about how to identify what brings you energy to set the stage for future growth, the power of keeping things simple to cut through the noise and focus on the niche, and how to bridge the gaps to elevate yourself to the next level.
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Information
- Show
- FrequencyUpdated Monthly
- PublishedJanuary 17, 2024 at 8:00 AM UTC
- Length31 min
- Season1
- RatingClean
