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  • Writer's pictureTravis Parry

Ep 73: Scaling Your Business Through Marketing with Kristin Harad, CFP®




More About This Episode:

Our guest on today's show is Kristin Harad, CFP®. Kristin is a CFP® who founded and grew an independent fee-only RIA before transitioning to training advisors. She uses this first-hand knowledge, along with 14 years of corporate marketing, to help RIAs attract more of the right people.

Kristin currently serves as an outsourced fractional CMO for independent RIAs, as well as a marketing coach for solo advisors. In this episode, Kristin and I discuss the difficulties advisors tend to have with marketing and the fear that scaling a business could mean sacrificing balance.

Join us today to learn about these things:

  • Do you have the freedom to focus on what you need to while being fully present? (5:29)

  • How the guilt and shame cycle can trick people into overworking. (14:17)

  • Here is what Kristin has seen advisors struggle with while trying to grow their businesses. (20:00)


More about our guest:

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