The Advisor's Playbook: Mastering Content, LinkedIn, and Client Engagement to Drive Growth with Kristin Harad

Jan 7, 2025

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In this episode of the ModelFA Podcast, David DeCelle is rejoined by Kristin Harad, a business and marketing coach for RIA leaders and independent financial advisors. Kristin shares tactical advice on content creation, leveraging LinkedIn, improving prospect follow-up, and enhancing client engagement to drive referrals.

Key Moments:

[1:37] Kristin emphasizes the importance of content marketing as the foundation of an advisor's marketing plan.

[2:55] Kristin and David discuss the various content mediums advisors can utilize and the importance of finding a sustainable approach.

[6:12] Kristin provides tips on optimizing a LinkedIn profile, including the headshot, background photo, and headline.

[15:45] David and Kristin explore strategies for effective prospect follow-up, including providing value-added content and using specific language to encourage responses.

[33:39] Kristin recommends the book "All It Takes Is a Goal" by John Acuff and shares how it has impacted her approach to goal-setting.

Be sure to subscribe to the ModelFA Podcast for more insights and strategies to help grow your financial planning practice.

Connect with Kristin:

Website: https://fulladvisorcoaching.com
Email: kristin@kristinharad.com
LinkedIn: https://linkedin.com/in/kristinharad

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

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Our Team:

President of Model FA, David DeCelle

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