Episodes

Feeling like the end of the year is slipping away in chaos? You’re not alone. Between deadlines, distractions, and the pressure to wrap everything up perfectly, it’s easy to fall into the “I’ll deal with it next year” trap. But what if a few small mindset shifts could completely change how you close out the year and set you up for real momentum heading into the next? In this episode, we explore three powerful mindset shifts that help you move from scarcity to opportunity, from perfection to ...

What does it really take to earn and keep the trust of high-net-worth clients? In this episode, we’re joined by Sean Walters, CEO of the Investments and Wealth Institute, to explore what sets top-performing advisors apart in today’s competitive landscape. Whether you’re trying to grow your client base or elevate your credibility through education and credentials, this conversation will help you rethink how you position your value as a financial professional. You’ll learn how to leverage refer...

What if the secret to building stronger client relationships isn’t having all the answers, but asking the right questions? In this episode, we dive into the role of curiosity in financial advising and explore why it’s not just about numbers—it’s about uncovering values, motivations, and emotions that truly drive decision-making. You’ll discover 27 powerful questions that can spark deeper conversations, help clients take meaningful action, and show your value as an advisor beyond dollars and ce...

How do you attract, retain, and grow the right people in your firm? In this episode, Kristin sits down with Kelli Cruz, founder of Cruz Consulting Group, who brings more than 30 years of experience in talent management and organizational design for advisory firms. Together, they explore what it really takes to build “talent wealth” inside your practice so both leaders and employees thrive. Listen in to hear how to design clear career paths, create effective job descriptions, structure compens...

Are you or your advisors stuck in “getting ready” mode, spending more time planning than actually doing? In this episode, we break down why highly skilled, hardworking financial advisors often stall when it comes to business development. You’ll learn how perfectionist tendencies, over-preparation, and comparison to others can hold you back from real growth and how to break free from those habits. Listen in to hear practical, low-barrier ways to build the business development muscle, as well a...

What does it take to be a truly exceptional financial planner in today’s world? In this episode, we sit down with Dennis Moore, Interim CEO and COO of the Financial Planning Association, and Ben Lewis, FPA’s Chief Communications Officer, to explore the newly launched FPA Competency Model designed to help financial planners strengthen the human side of their profession. You’ll learn how interpersonal impact, leadership, and trust-building can transform the client relationship, elevate your prof...

What do great business developers actually do differently and how can leaders support that growth across all personality types? In this episode, we unpack the habits, mindsets, and systems that set top performers apart, especially in professions like financial planning, where the old-school “sales” approach doesn’t always fit. Whether you’re outgoing, introverted, analytical, or empathetic, this conversation will help you reframe business development as a skill anyone can learn, when the right...

Is AI just another fleeting trend, or is it redefining how financial advisors work forever? In this episode, we speak with Mark Gilbert, CEO and Co-Founder of Zocks, a privacy-first AI meeting assistant built specifically for financial services. Mark shares his journey to founding Zocks and explains why this isn’t just another note-taker—it’s a powerful productivity tool that helps advisors improve client engagement, communication, and efficiency across the board. You’ll learn how Zocks is he...

What if your content strategy wasn’t overwhelming but simple, intentional, and tailored to your goals? In this episode of Full Advisor Coaching, Kristin breaks down exactly how financial advisors can build a foundational content calendar that supports consistent marketing without the stress. She explains how to set a realistic cadence, plan ahead, and repurpose high-quality content to get more traction with less effort. Listen in to learn how to tackle the common pitfalls advisors face with c...

What if online client reviews could be your firm’s best marketing asset? In this episode of Full Advisor Coaching, Kristin sits down with Brian Thorp and Diana Cabrices from Wealthtender to talk about how advisors can finally use online reviews to build trust, attract new clients, and grow their business. Listen in to hear what’s working now, how to ask clients for feedback (without feeling awkward), and smart ways to put testimonials to work across your marketing. You’ll walk away with pract...

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 m...

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 l...

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 ...

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...

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 i...

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 le...

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...

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...

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 pri...

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...

Finding the right talent can revolutionize a firm’s growth trajectory, but where do you start? In this episode of Full Advisor Coaching, Kristin Harad interviews Caleb Brown, MBA, CFP®, CEO of New Planner Recruiting, about the art and science of hiring financial planners. They discuss the strategies and tools to recruit, train, and integrate new talent into advisory firms. Caleb also shares his passion for helping new planners build fulfilling careers while maximizing firm efficiency. Caleb d...

What happens when financial advisors pivot their focus from client acquisition to streamlining operations? In this episode, Kristin Harad interviews Cameo Roberson, founder of Atlas Park Consulting, about her expertise in helping advisory firms turn operational challenges into pathways for scalable, seven-figure growth. Cameo reveals insights into building effective systems, leveraging technology, and prioritizing client experience as key drivers of a successful financial advice business. Kri...

What if you could improve your client conversions by focusing on those hidden opportunities in your sales funnel? Join Kristin Harad as she unpacks how to fine-tune the journey from attracting a lead and onboarding a client. She shares her four-step system to nurture lead, and accelerate the conversion process. It’s all about engaging clients at each step while avoiding common pitfalls. Kristin discusses: The significance of the lead-to-client conversion funnel Four key steps in your follow...

Advisors often focus on attracting new clients, but the real magic lies in creating lasting relationships through exceptional experiences. Are you treating your clients like “raving fans”? In this episode of the Full Advisor Coaching Podcast, Kristin Harad, alongside her guest John Prendergast, co-founder and CEO of Blueleaf, get excited about the power that comes from focusing on client engagement and satisfaction. John shares insights on tackling the common challenge that many advisors face—th...