Thursday Email: Kristin H. Podcast

November 21, 2024

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

Aligning Your Vision for Business Success with Kristin Harad

In this episode of Bridging the Gap, Matt and Kristin Harad talk about the vital role of branding and client experience in building trust and driving growth for financial advisors. Kristin shares strategies for creating a repeatable process that ensures consistent client interactions, emphasizing the importance of focusing on a high-value target audience to optimize marketing efforts. They also discuss how collaboration and a strong digital presence can help advisors expand their reach and foster deeper client relationships.

Jump to this:

[21:17] Advisors should prioritize building comprehensive contact lists to capture and nurture potential clients who may not be ready to commit immediately but require ongoing engagement and follow-up.

[33:55] The founder’s outdated methods no longer work; advisors must develop new strategies for sustainable growth.

The best is ahead!

-Matt