Full Advisor Coaching - The Podcast

Kristin Harad
  • 5.0 (9)
  • Entrepreneurship
  • Updated Semimonthly

Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."

  1. 20h ago

    How Firm Founders Can Teach Business Development to Junior Advisors (Ep. 69)

    Why is it so hard for founders to teach junior advisors how to bring in new clients? In this episode, Kristin looks back at an article she wrote a few years ago about scripting sales conversations for junior advisors and shares how her thinking has changed since then. Listen in to hear what founders should pass down to their advisors, as well as what matters more than perfect wording. You'll learn why rigid scripts fail and how to begin the handoff without adding more to your plate. Kristin shares: Why founders struggle to coach their own advisors.What to capture from a founder instead of a word-for-word script.How to prepare advisors for objections like "What do you charge?" and "I already have an advisor."How learning alongside peers helps advisors find their own style.Why the first two or three sentences of a conversation matter most.How founders can use AI voice mode to record what they know. Resources: (Ep. 49) Where to Start With Business Development Connect with Kristin Harad: LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comFullAdvisorCoaching.com/ResourcesX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

  2. Oct 7

    How Financial Advisors Get Found in AI Search (Ep. 68)

    When a prospect asks ChatGPT or Claude which advisor they should hire, does your firm come up? Google sends fewer clicks now that AI answers questions directly, but the leads that do come through AI tend to show up ready to talk. Today, Brent Carnduff, President of Advisor Rankings and Head of SEO at WealthReach, returns to the podcast to share how AI picks which advisors to recommend and how search has changed since his last time on the show. Listen in to learn how to set up your content so AI can read it, as well as what to do when AI confuses your firm with another.  Brent also explains his CRED framework and what you can do to create more visibility and pull in stronger leads. Brent shares: Why AI leads are often better than Google leads.Which types of content still bring in prospects (now that AI answers most questions directly).What to do when AI mixes up your firm with someone else.Where FAQs belong on your website.How long your content needs to be for AI and what to do when posting videos.Brent's CRED framework and how to use it. Resources: (Ep. 8) A Financial Advisor's Guide to SEO Success with Brent Carnduff(Ep. 66) Why the Fastest Growing RIAs Rely on Referrals the Least with Michael Kitces Connect with Brent Carnduff: LinkedIn: Brent CarnduffAdvisorRankings.ioYouTube: Advisor RankingsWealthReach.ai Connect with Kristin Harad: LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comFullAdvisorCoaching.com/ResourcesX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

  3. Sep 23

    Q4 Advisor Playbook: Client Value, Prospect Follow-Up, and Planning for a Strong January (Ep. 67)

    Q4 is one of the highest-leverage quarters in advisory work, yet so many advisors treat it like a finish line. Don't make that mistake. In this episode, Kristin breaks down what to do with your remaining 90 days, split between what's client-facing and what needs to happen inside your firm. With tax decisions live, year-end planning top of mind, and prospects feeling real urgency heading into the final stretch, now is the time to act. Listen in to learn how to turn tax planning outreach into a real value conversation, how to re-engage the warm prospects who went quiet, and what to fix now so you move into January with momentum. Kristin shares: Why Q4 is a high-leverage quarter for both client work and business development.How to communicate the invisible work your team does so clients understand your value.How to reconnect with prospects who ghosted you without sounding pushy.Why the year-end review meeting is the right time to ask for referrals and reviews.How to run business development accountability conversations that advisors don't dread.Why planning next year in October beats planning it in January. Resources: (Ep. 66) Why the Fastest-growing RIAs Rely on Referrals the Least with Michael Kitces(Ep. 65) Stop Losing Warm Leads: Simple Follow-Up Fixes to Improve Lead-to-Client Conversion(Ep. 63) How to Build a 90-Day Client Onboarding Experience That Earns Referrals(Ep. 59) Summer Strategy: Mid-Year Audit and Growth Planning for Financial Advisors(Ep. 35) How Financial Advisors Can Leverage Online Reviews Connect with Kristin Harad: LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comFullAdvisorCoaching.com/ResourcesX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

  4. Sep 9

    Why the Fastest Growing RIAs Rely on Referrals the Least with Michael Kitces (Ep. 66)

    Most advisory firms get 80 to 100% of their growth from referrals. But the fastest-growing firms? They get about a third.  That gap tells a story. In this episode, financial industry leader Michael Kitces joins the podcast to share findings from the 2026 Kitces Research Study on Advisor Marketing and why the "serve clients well and the referrals will flow" mindset caps your growth. Listen in to learn why high-growth firms win with one or two channels, why marketing takes a year to work (and what's really happening in those first nine months), and how to run the numbers on a single marketing event so that investing in growth stops feeling like a gamble. Michael shares: Why the fastest-growing firms rely on referrals the least (and what they do instead).Why client acquisition costs dropped to an average of $2,500.What sabotages the firms copying high-growth playbooks.How one $10,000 seminar that lands a single client can return 30% for decades.Why picking a tactic you actually enjoy is a growth strategy, not a preference. Resources: Kitces Report: How Financial Planners Actually Market Their ServicesFinancial Advisor Success PodcastResearch ArticlesAdvisorEconomicsXYPNAdvicePayNew Planner RecruitingfpPathfinderFocus Partners Wealth Connect with Michael Kitces: LinkedIn: Michael KitcesKitces.comYouTube: Michael KitcesFacebook: Kitces.comX: MichaelKitces Connect with Kristin Harad: LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comFulladvisorcoaching.com/resourcesX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

  5. Aug 26

    Stop Losing Warm Leads: Simple Follow-Up Fixes to Improve Lead-to-Client Conversion (Ep. 65)

    Your marketing is working and prospects are booking calls… so why aren’t they becoming clients? Most advisors go looking for the fix at the front end: a better website, more referrals, another event.  But the biggest gains are usually sitting in the middle of the process, in the handoffs and follow-ups nobody owns. In this episode, Kristin breaks down where leads quietly fall through the cracks and simple fixes that can change everything. Listen in to learn what a real follow-up sequence looks like and how to audit your own prospect journey so you can find any holes and close them. Kristin shares: Why strong marketing can still stall right before the next step.How one missing scheduling link can quietly cost you clients.Where leads tend to disappear.Why event attendees are your highest-likelihood prospects.How to map a follow-up sequence instead of guessing each time.Why following up is a form of service, not pressure. Resources: (Ep. 58) Building a Buyer-Centric Sales Process for Financial Advisors with Nancy Bleeke Noël(Ep. 37) AI, Efficiency, and Client Engagement with Mark Gilbert(Ep. 4) Blueprint for Growth: Mapping Your Business Development Ecosystem - Kristin HaradTraining Next-Gen Advisors In Business Development By Getting Really Clear About Who They Serve And How They Help: #FASuccess Ep 494 With Kristin Harad Connect with Kristin Harad: LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comFulladvisorcoaching.com/resourcesX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

  6. Aug 12

    Going Deeper With Clients: The Discovery Process That Wins Trust (Ep. 64)

    Do your clients actually know what they want, or are you building plans on goals they've never had the space to examine? Most advisors assume clients walk in already clear on their values and goals, but the truth is far foggier. In this episode, Amy Mullen, President of Money Quotient and a CFP® professional with over 20 years of experience training advisors in values-based financial life planning, joins Kristin to explain why discovery conversations stay surface level and how a structured process can help advisors earn client trust. Listen in to learn the five stages of the True Wealth Planning Process, why mirroring a client's values back to them may be the ultimate demonstration of fiduciary duty, and how legacy conversations and client community events can deepen relationships far beyond the numbers. Amy shares: Why advisors assume clients already know their values and goals, and what actually happens.How a structured process takes the pressure off the advisor to ask the perfect question.What each of the five stages of the True Wealth Planning Process accomplishes.Why mirroring a client’s values back to them demonstrates fiduciary duty.How a legacy plan becomes the filter for stalled estate planning decisions.Why client appreciation events built on connection outperform financial content. Resources: Xena Rising RetreatTrue Wealth Planning Process - Money QuotientNo Rules Retirement - Money QuotientIntroduction to Money QuotientFinancial Therapy Association(Ep. 57) Loneliness in Leadership: Building Real Connection in a Remote World Connect with Amy Mullen: LinkedIn: Amy N. Mullen, CFP®MoneyQuotient.com Connect with Kristin Harad: LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comFulladvisorcoaching.com/resourcesX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

  7. Jul 29

    How to Build a 90-Day Client Onboarding Experience That Earns Referrals

    When a new client finally says yes, what happens next? Does your firm spring into action… or quietly go dark while the paperwork gets processed? In this episode, Kristin reframes client onboarding as more than an administrative box to check. It's one of the most overlooked growth strategies in a firm.  Listen in to hear a real case study of the assets Kristin helped a firm build, from a one-page visual client journey to templated communications, team introductions, and a technology review meeting. You'll learn why proactive outreach matters more than portfolio performance in the early days, why the first 90 days matter, and how to systematize the whole experience so it happens the same way for every client, every time. Kristin shares: Why a firm full of onboarding paperwork can quietly cost you your next referral.How a simple one-page document erases most of a new client's anxiety on day one.Why clients are most likely to refer you in the first 90 days.What the biggest research firms say matters more than performance early in a relationship.Why going silent during the money transfer makes clients second-guess choosing you.How to systematize the whole 90 days so nothing slips through the cracks. Resources: How Financial Advisors Can Leverage Online Reviews (Ep. 35)How Do I Get from Busy to Better? | Monday Advice (Deep Questions Podcast with Cal Newport) Connect with Kristin Harad: LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comFulladvisorcoaching.com/resourcesX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

  8. Jul 15

    Going Fully Independent: How to Build an RIA Around Your Ideal Client

    What does it take to walk away from the safety net of a corporate RIA and build something that’s truly yours? In this episode, John Schwalbach and Jon Holmgren, partners at Freedom Financial Partners, join Kristin to share the real story behind their firm’s evolution from a broker-dealer to a corporate RIA to becoming a fully independent firm. Listen in as they open up about the fear of losing built-in compliance support, the “visionary and integrator” partnership that made the leap possible, and how zeroing in on one audience completely changed how they market, price, and serve clients. You’ll hear how an intimidating writing exercise Kristin calls a “manifesto” became the foundation of their entire brand, why they built their own app instead of buying an off-the-shelf tool, and what they’d tell any advisor sitting on the fence about going independent. John and Jon share: Why they left the comfort of a corporate RIA.What they were most afraid of giving up when they went fully independent.How their "visionary and integrator" partnership made the transition possible.The moment they committed fully to serving business owners instead of a broader client base.How they clarified their entire brand message.Why they built their own business owner assessment and mobile app instead of buying one. Resources: Business Owner Readiness AssessmentPoised for Exit podcastFreedom Financial Partners LinkedInFreedom Financial Partners Website Connect with Jon Holmgren: LinkedIn: Jon Holmgren Connect with John Schwalbach: LinkedIn: John Schwalbach Connect with Kristin Harad: LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comFulladvisorcoaching.com/resourcesX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

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About

Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."

Information

  • Creator
    Kristin Harad
  • Years Active
    2024 - 2026
  • Episodes
    69
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Full Advisor Coaching - The Podcast
  • Show Website
    Full Advisor Coaching - The Podcast

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