Artwork

A tartalmat a Bridging The Gap biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Bridging The Gap vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Player FM - Podcast alkalmazás
Lépjen offline állapotba az Player FM alkalmazással!

Aligning Your Vision for Business Success with Kristin Harad

47:02
 
Megosztás
 

Manage episode 451368525 series 2896155
A tartalmat a Bridging The Gap biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Bridging The Gap vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

In the latest episode of Bridging the Gap, Matt Reiner welcomes Kristin Harad to discuss the transformative impact of branding and client experience in financial advisory. Kristin, who blends life coaching principles with financial planning, emphasizes the importance of developing a clear, repeatable process for client interactions. By standardizing client experiences across a team, advisors can build trust, reinforce their brand, and ensure consistent delivery of value. This is particularly critical for solopreneurs and growing firms seeking to align business operations with a unified vision.

Kristin identifies three key paths for advisors: those transitioning to independence from corporate entities, next-generation leaders preparing for succession, and established professionals focused on scaling strategically. For each group, she stresses the power of focusing on a high-value hyper-target—a specific, profitable audience that allows for tailored marketing and stronger client relationships. Kristin highlights the importance of creating compelling content for this niche, which demonstrates expertise and attracts qualified prospects.

Additionally, the conversation explores how collaboration can drive growth. By partnering with others through podcasts, webinars, and joint efforts, advisors can expand their reach while leveraging the trust of their collaborators' networks. Kristin also underscores the importance of building a strong digital presence and engaging consistently with clients to foster loyalty and long-term success in a competitive, evolving industry.

More Content For Financial Advisors and Wealth Management Firms

YouTube

Twitter

LinkedIn

  continue reading

193 epizódok

Artwork
iconMegosztás
 
Manage episode 451368525 series 2896155
A tartalmat a Bridging The Gap biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Bridging The Gap vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

In the latest episode of Bridging the Gap, Matt Reiner welcomes Kristin Harad to discuss the transformative impact of branding and client experience in financial advisory. Kristin, who blends life coaching principles with financial planning, emphasizes the importance of developing a clear, repeatable process for client interactions. By standardizing client experiences across a team, advisors can build trust, reinforce their brand, and ensure consistent delivery of value. This is particularly critical for solopreneurs and growing firms seeking to align business operations with a unified vision.

Kristin identifies three key paths for advisors: those transitioning to independence from corporate entities, next-generation leaders preparing for succession, and established professionals focused on scaling strategically. For each group, she stresses the power of focusing on a high-value hyper-target—a specific, profitable audience that allows for tailored marketing and stronger client relationships. Kristin highlights the importance of creating compelling content for this niche, which demonstrates expertise and attracts qualified prospects.

Additionally, the conversation explores how collaboration can drive growth. By partnering with others through podcasts, webinars, and joint efforts, advisors can expand their reach while leveraging the trust of their collaborators' networks. Kristin also underscores the importance of building a strong digital presence and engaging consistently with clients to foster loyalty and long-term success in a competitive, evolving industry.

More Content For Financial Advisors and Wealth Management Firms

YouTube

Twitter

LinkedIn

  continue reading

193 epizódok

Minden epizód

×
 
Loading …

Üdvözlünk a Player FM-nél!

A Player FM lejátszó az internetet böngészi a kiváló minőségű podcastok után, hogy ön élvezhesse azokat. Ez a legjobb podcast-alkalmazás, Androidon, iPhone-on és a weben is működik. Jelentkezzen be az feliratkozások szinkronizálásához az eszközök között.

 

Gyors referencia kézikönyv

Hallgassa ezt a műsort, miközben felfedezi
Lejátszás