Model FA Podcast
Model FA
Podcast
Episodes
Listen, download, subscribe
The Advisor's Playbook: Mastering Content, LinkedIn, and Client Engagement to Drive Growth with Kristin Harad
• 46 minIn 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. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
Model FA Podcast RSS Feed
