Full Advisor Coaching - The Podcast

What if marketing didn’t create more work for advisors, but actually made business development easier? In this episode, we explore the role marketing plays inside an advisory firm, as well as how a strong marketing foundation can directly support advisors in growing their businesses. Instead of constantly re-explaining value, fixing gaps, or rebuilding trust from scratch, the right marketing systems allow advisors to step into conversations backed by clarity, consistency, and confidence.Listen in to learn how strategic marketing reduces advisor pressure and creates a business development advantage.Kristin shares: How marketing supports advisor business development.Why a strong marketing foundation matters.The overlap between marketing and business development.Why one-off marketing tactics don’t work.The role of clear messaging in lead conversion.Why websites must guide clearly next steps.How content supports trust before conversations.Resources:Ep 48: Lessons Learned from 2 Years of PodcastingBuilding a StoryBrand 2.0 by Donald MillerEp 47: Mastering LinkedIn, AI, and Advisor Marketing with Derek PollardEp 35: How Financial Advisors Can Leverage Online ReviewsConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

You’ve blocked out time for business development… but now what? If you’ve ever sat down with good intentions only to stare at the wall, scroll LinkedIn, or wonder what you’re actually meant to do, this episode is for you. We kick off the new year by tackling one of the most talked-about (and most misunderstood) parts of growing a financial advisory firm: business development.Listen in to hear how to build an opportunity list, identify the right people to focus on, and create deeper relationships instead of chasing volume.You'll learn how to move from vague “do more BD” expectations to a clear, repeatable approach that actually works. Kristin shares: Why most advisors get stuck with business development.What “doing BD” really means in practice.How to avoid wasting time on unfocused activity.Why relationships matter more than volume.How to create an opportunity list.Who should be on that list.How to use existing clients and contacts.How former colleagues can open doors.How to use LinkedIn intentionally.How to find people with problems you can solve.Resources:The Snowball System by Mo BunnellGive to Grow by Mo BunnellGrowth Acceleration ToolkitMastering LinkedIn, AI, and Advisor Marketing with Derek PollardConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

What slows advisors down, and what accelerates growth?After two years of podcasting (including 48 episodes and 27 conversations with industry leaders), Kristin has discovered the answer to that question and more.In this episode, she shares the five standout lessons she's learned—and that every advisor should hear.Listen as she breaks down why systems scale better than intensity, why consistency still beats any new tactic, and how a refined client experience quietly fuels long-term growth.You’ll also learn the truth about content strategy, what really kills momentum, and what advisors can do to finally make content sustainable.Kristin shares: Why simple systems outperform constant new tactics.How consistency drives better conversions than lead volume.The link between operational chaos and poor client experience.Small CX improvements that create big growth.Why content is essential and why most advisors struggle to execute.How niche, story, and voice make content actually work.Ways to keep content sustainable with small repeatable steps.A new approach to coaching junior advisors in business development.How fulfilment and identity shape long-term advisor success.Resources:Lead magnet for financial advisors: Create an effective lead magnet to build your marketing listEp 45: Scaling Without Sacrifice: Partnering for Smarter Growth with Michael YoungEp 41: Building Talent Wealth in Your Firm with Kelli CruzEp 40: Are Your Advisors Spending Too Much Time Getting Ready?Ep 38: What Makes Great Business Developers?Ep 37: AI, Efficiency, and Client Engagement with Mark GilbertEp 36: How to Create Sustainable Content CalendarEp 34: 5 Pillars of Work-Life Integration Ep 32: Mastering the First ConsultationEp 30: Building a Business Development EngineEp 29: Simple & Effective Content Strategy for Financial Advisors with Rebecca RosenbergEp 23: Turn Operational Challenges into Growth Opportunities with Cameo RobersonEp 22: Lead-to-Client ConversionEp 21: Client Experience with John PrendergastEp 18: Heart First — How Advisors Can Unlock Their True PotentialEp 14: Part 1: Conquer Linkedin – A Guide for Financial AdvisorsEp 12: Avoiding Burnout with Arlene Moss Ep 10: Using Video Effectively with Katie BradenEp 9: Why You Don’t Need to Be Perfect to GrowEp 5: Niche Marketing with Kristen Luke Connect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

Are you actually using LinkedIn the way it’s meant to work for your business—or just posting and hoping?Today's guest is Derek Pollard, Founder of Constellar Creative, who's here to break down exactly how advisors and financial professionals can use LinkedIn more strategically, more intentionally, and far more effectively.Listen in as Derek shares what most advisors misunderstand about content and why curating the right audience matters far more than chasing viral numbers.You’ll learn how to use AI as an assistive tool rather than a shortcut, how to create content that actually works inside AI tools, and how to stop giving away your value for free without realizing it.Derek also walks us through the essentials of optimizing bios, improving discoverability, applying social listening, and directing traffic to the places that matter most.If you’ve ever wondered whether LinkedIn is “worth it” or felt stuck trying to figure out what to post, this episode gives you a practical, sustainable strategy to grow your presence with confidence.Derek shares: Why reach matters, even when your posts feel small.How to curate the right LinkedIn network.The basics of real social listening.How to optimize your bios for clarity.How to create content that works with AI tools.Why advisors often undervalue their own content.How to protect your data from being “given away.”What metrics actually matter on socials.How to guide traffic from social to your website.One simple action to immediately improve your social presence.Resources:Free 20-Minute Marketing MakeoverThe New Playbook for Financial Planner SuccessAEO Search Coding TipsConnect with Derek Pollard:LinkedInConstellar CreativeDiscovery CallConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

Is hosting a prospect event really worth it? Many RIA leaders hesitate out of fear of low turnout, but the real power of an educational event begins long before the first attendee walks in. In this episode, we break down why these events are one of the most effective ways to reignite business development within your firm. You’ll learn how putting a date on the calendar creates urgency, unites your team around a shared goal, and sharpens your messaging to clearly communicate your firm’s value.By the end, you’ll understand how hosting an interactive, discussion-based session can transform your firm’s outreach, culture, and confidence—before the chairs are even set up.Kristin shares: Why deadlines create momentum for business development.How to clarify and unify your firm’s messaging.The value of multiple natural touch points with prospects.How to make referrals easier for clients.Ways to strengthen relationships with centers of influence.How events build brand awareness and local visibility.How shared goals boost team creativity and energy.Why in-person events help prospects experience your firm’s culture.How to use events for easy, built-in follow-up.How to turn event content into ongoing marketing assets.Resources:27 Powerful Questions for Better RelationshipsThe Financial Advisor’s Guide to Repurposing ContentConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

What does it take to build the next version of your advisory firm—one that gives you more freedom, growth, and balance? In this episode, Michael Young, President and Managing Partner of Integrated Advisors Network, shares how advisors can evolve their business model, streamline operations, and design a firm that supports their ideal future.You’ll learn how Integrated Advisors Network helps independent advisors scale without giving up control, what to look for when evaluating partnerships and outsourcing solutions, and why due diligence and security are more crucial than ever in today’s tech-driven world.Michael shares: How to identify your firm’s version 2.0.What Integrated Advisors Network provides to advisors.The benefits of delegating compliance and operations.How to maintain brand ownership while scaling.Key questions to ask when choosing a network partner.Why due diligence matters in vendor selection.How to protect client data when using AI tools.Signs it’s time to evolve your business model.Common mistakes advisors make when scaling.How to find the right support without losing independence.Connect with Michael Young:LinkedIn: Michael YoungIntegratedAdvisorsNetwork.comEmail: info@integratedadvisorsnetwork.comConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

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 progress, and from control to clarity. You’ll learn how to reframe overwhelm into action, stop waiting for the “perfect” moment, and focus on what truly moves you forward.Kristin shares: How to reframe end-of-year overwhelm into motivation.Three mindset shifts to create momentum and clarity.Why progress matters more than perfection.How to move from scarcity thinking to opportunity.The one action that builds confidence and results.Why controlling less can help you achieve more.Simple ways to create focus in chaotic times.How to turn “too busy” into “strategically productive.”Tools for building consistency through mindset.Resources:Lead magnet for financial advisors: Create an effective lead magnet to build your marketing listWhy You Don’t Have To Be Perfect To Grow Your RIAMissing Out on Revenue: How to Maximize Your Lead-to-Client ConversionConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

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 referrals, social proof, and personal branding to build authentic relationships with wealthy clients. Sean also shares the importance of continuous learning, why a personal touch still matters in a tech-driven world, and how the best advisors combine expertise with empathy to deliver the expected experience.Sean shares: How to attract high-net-worth and ultra-high-net-worth clients.Why referrals remain the backbone of advisory growth.How personal branding impacts client trust.The role of education and credentials in building authority.Why consistency creates long-term client confidence.How to balance big-firm resources with personal connection.The power of online presence and social proof.What “the expected experience” means in branding.Why continuous learning is key to advisor success.How to position yourself as the trusted choice for elite clients.Connect with Sean Walters:Sean Walters: LinkedInStrategy FormConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

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 cents. We’ll break these questions into three approachable categories, share when and how to use them, and explain why silence after asking a question can be your greatest tool.Kristin shares: Why curiosity is essential in financial advising.How asking deeper questions builds stronger relationships.27 powerful questions to use with clients and prospects.The three categories of impactful questions.How to uncover client values beyond goals and numbers.The role of silence in building trust after a question.How to inspire clients to take action.How to connect curiosity to financial planning outcomes.Resources:27 Powerful Questions PDFTiny Habits by BJ FoggAtomic Habits by James ClearBusting the Work-Life Balance Myth: Finding Fulfillment Beyond Professional SuccessThe Art of Clarity, Confidence, and FulfillmentConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

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 compensation plans that motivate, and use feedback as a tool for growth. You'll gain insights into succession planning, leadership development, and why every firm should prioritize employee growth.Kelli shares: Why talent management drives firm success.How to build “talent wealth” inside your team.The importance of updated job descriptions.How compensation planning motivates growth.How to use feedback to guide performance.Succession planning essentials for firms.The four levels of advisory career paths.How to create a culture that supports long-term retention.Resources:Career Path TemplateConnect with Kelli Cruz:LinkedIn Cruz Consulting GroupEmail: kelli@cruzconsultinggroup.comConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

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 as how to support the next generation of advisors and adapt leadership approaches for today’s evolving business landscape.You’ll walk away with strategies to move from preparation into action and start bringing new business through the door.Kristin shares: Why over-preparation can stall business development.How perfectionist tendencies impact growth.The role of encouragement in advisor success.Why comparison slows momentum.How to structure short, effective outreach blocks.Low-pressure steps for building the “doing” habit.What we can do to support the next generation of advisors.The importance of allowing for occasional failure.Resources:Give To Grow by Mo BunnellLean Learning by Pat FlynnThe ONE Thing PodcastEpisode 38: What Makes Great Business Developers?Connect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

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 professional brand, and set the stage for long-term success.You’ll also hear how the FPA is marking its 25th anniversary with resources to help members connect with clients, grow their business, and guide the next generation of planners. From understanding the six behavioral competencies to applying them in real-world client interactions, this conversation reveals practical ways to refine your communication, foster collaboration, and build credibility in a competitive market. Dennis and Ben share: What the new FPA Competency Model is and how to use it.The six key behavioral competencies every planner needs.How interpersonal impact strengthens client relationships.Why leadership is vital for business development and branding.The role of empathy in financial planning success.How communication builds trust and client loyalty.Ways to foster collaboration with clients and teamsHow accountability improves professional credibility.Why behavioral skills complement technical expertise.How to use self-assessment tools for career growth.Resources:FPA Website FPA National Conference FPA Competency Model FPA MediaSource Ep. 21: The Power of Investing in Client Experience Ep. 28: Ths Financial Advisors’ Guide to Repurposing Content Ep. 35: How Financial Advisors Can Leverage Online ReviewsConnect with Dennis and Ben:Dennis Moore: LinkedInBen Lewis: LinkedInFinancial Planning AssociationConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

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 support is in place.You’ll learn why solving problems (not pushing products) is the key to long-term success, how to use client language to connect more effectively, and why follow-up systems matter just as much as charisma. We also dive into the importance of blocking time for outreach, creating emotional distance in sales conversations, and the power of lifelong learning.Kristin shares: Business development is a learned skill.Different personalities can succeed in BD.Follow-up is where growth happens.Lead with client pain points, not features.Block time for focused outreach.Build templates to avoid overthinking.Sales is solving problems with empathy.Match your message to your audience.Leaders must support diverse BD styles.Lifelong learning is a business developer’s edge.Resources:Business Development Ecosystem MapConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

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 helping financial advisors capture critical client data, reduce email response time, and even unlock the capacity to serve more clients by automating time-consuming tasks.Listen in to get actionable insights on using tech to scale without losing the human touch.Mark shares: How Zocks goes beyond a meeting assistant.Why AI is more than just a buzzword.How AI can streamline client communication.How to navigate privacy concerns with clients.Why financial advisors need multiple AI tools.How AI improves response time and productivity.How advisors can scale services with automation.What’s next in AI for financial professionals.Connect with Mark Gilbert:LinkedIn: Mark GilbertZocks.ioConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

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 content and actionable ways to stay on track even when life gets busy.Kristin shares:How to establish your “home base” for your content calendar.How to set a sustainable publishing schedule.Ways to mix evergreen content, timely updates, and personal stories.How to involve your team in content creation (even non-advisors).What to do when you feel stuck or short on time.How to use AI and freelance support to streamline your process.Why imperfect content is better than none at all.Real client examples of building a calendar that works.Resources:Free Tools & TrainingWhy You Don’t Have To Be Perfect To Grow Your RIA (Ep. 9)The Role of Outsourced CIOs for RIA Leaders’ Growth (& Sanity) (Ep. 13)The Financial Advisor's Guide to Repurposing Content (Ep. 28)Simple & Effective Content Strategy for Financial Advisors with Rebecca Rosenberg (Ep. 29)Building a Business Development Engine for Modern Financial Advisors (Ep. 30)Connect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

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 practical tips and a fresh perspective on turning client voices into your most powerful growth tool.Brian and Diana share:Why online reviews matter for advisors now more than ever.How to ask for client testimonials, tactfully and compliantly.The best times to ask for reviews.Messaging that makes clients eager to “pay it forward.”Creative ways to showcase reviews beyond your website.Tips for getting started with Wealthtender (or creating a compliant system on your own).Resources:Learn more or get started: Wealthtender.com/growConnect with Brian Thorp:LinkedIn: Brian ThorpWealthtender.comEmail: brian@wealthtender.comConnect with Diana Cabrices:LinkedIn: Diana Cabricesdianacabrices.comX: dianacabricesConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

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 meaningful steps toward creating version 2.0 of their professional and personal lives, where success, fulfillment, and freedom truly work together.Kristin shares: Why “work-life balance” is outdated and unhelpful.The shift to work-life integration and lifestyle-centric planning.The 5 key areas for intentional life and work design.Practical steps to restructure your calendar and weekly schedule.Real examples from advisors integrating flexibility, well-being, and purpose.How team culture, redundancy, and intentional hiring affect integration.Resources and exercises to align your work with your personal values.Resources:Books:Slow Productivity by Cal NewportDeep Work by Cal NewportDesigning Your Life by Dave Evans and Bill BurnettDeep Questions PodcastThriventDownload our Work-Life Integration Assessment WorksheetConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

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 like a CEO of your own practice, understand your true value, and make career decisions that support long-term fulfillment for you, your team, and your clients.Shelby shares: Signs that it’s time for an advisor to make a move.How to assess firm alignment.The importance of compensation structure for team retention.Business development vs. servicing roles in advisory firms.Breaking away to form an RIA—when and how to do it.The three categories of advisor firm fit.What it takes to retain top talent in your firm.Resources:My interview with Shelby on her podcastTake The Fit TestThe Kick It Open PodcastConnect with Shelby Nicholl:LinkedIn: Shelby Nicholl, MBA, CEPA®Murielconsulting.comYouTube: Kick It Open Podcast with Shelby NichollEmail: shelby.nicholl@murielconsulting.comBook a confidential call with ShelbyConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

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 feels warm, intentional, and authentic, so you can connect with prospective clients and help them feel truly seen and supported.Kristin shares:Why the first consultation sets the tone for the advisor-client relationship.The importance of pre-meeting preparation and intake questions.How your scheduling process and form questions can help your first impression.What to do before the meeting.How to use a visual one-pager to communicate your offering and pricing.Best practices for following up after the consultation.Resources:Confident Conversations That Win Clients with David DeCelle (Ep. 31)Missing Out on Revenue: How to Maximize Your Lead-to-Client Conversion (Ep. 22)Scheduling tools mentioned: Calendly, Acuity, OnceHubConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin

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 curiosity, build connection from the first conversation, and follow up in ways that feel personal, not salesy.David shares: How to shift from a sales mindset to a relationship-building approach.Simple ways to use social media & research to personalize prospect meetings.A framework for setting clear agendas that guide productive conversations.What to say at the end of a meeting to lead with confidence.How to follow up without being a nuisance.Where AI fits into the follow-up process and how it can improve advisor efficiency.Why consistent, genuine outreach is the key to long-term business development success.Resources:Why You Don’t Have To Be Perfect To Grow Your RIA (Ep. 9)Book Mentioned: Conversations by Ivan FarberDavid’s upcoming AI tool (teaser revealed in episode—stay tuned!)Connect with David DeCelle:LinkedIn: David DeCelleModel FA: https://www.modelfa.comInstagram: @david_decelle)Email: david@modelfa.comBook a Strategy CallConnect with Kristin Harad:LinkedIn: Kristin Harad, CFP®FullAdvisorCoaching.comX: KristinHaradEmail: kristin@fulladvisorcoaching.com Schedule a Conversation with Kristin