Full Advisor Coaching - The Podcast
Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."
Episodes
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...
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 ma...
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 sha...
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 ...
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 hel...
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 a...
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 a...
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 caree...
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-barri...
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-bu...
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 b...
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, a...
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 wi...
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 testimonial...
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 t...
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 indepe...
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 consultat...
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 ...
How can we effectively train and support the next generation of advisors in business development?
With many firms expanding and evolving, there’s often a gap between the hustle of founding rainmakers and the expectations of newer advisors who may not resonate with high-pressure sales tactics.
In this episode, Kristin explores a modern, scalable approach to creating a business development engine.
Listen in to hear how to provide a cons...
Tired of creating content that doesn’t resonate with your ideal clients?
In this episode, Kristin Harad chats with content writer and strategist Rebecca Rosenberg to break down how financial advisors can use content to grow their businesses and connect with their target audience.
With over a decade of experience working with financial brands, Rebecca explains how she crafts content that is clear, helpful, and engaging.
Listen in to he...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Burden is a documentary series that takes listeners into the hidden places where justice is done (and undone). It dives deep into the lives of heroes and villains. And it focuses a spotlight on those who triumph even when the odds are against them. Season 5 - The Burden: Death & Deceit in Alliance On April Fools Day 1999, 26-year-old Yvonne Layne was found murdered in her Alliance, Ohio home. David Thorne, her ex-boyfriend and father of one of her children, was instantly a suspect. Another young man admitted to the murder, and David breathed a sigh of relief, until the confessed murderer fingered David; “He paid me to do it.” David was sentenced to life without parole. Two decades later, Pulitzer winner and podcast host, Maggie Freleng (Bone Valley Season 3: Graves County, Wrongful Conviction, Suave) launched a “live” investigation into David's conviction alongside Jason Baldwin (himself wrongfully convicted as a member of the West Memphis Three). Maggie had come to believe that the entire investigation of David was botched by the tiny local police department, or worse, covered up the real killer. Was Maggie correct? Was David’s claim of innocence credible? In Death and Deceit in Alliance, Maggie recounts the case that launched her career, and ultimately, “broke” her.” The results will shock the listener and reduce Maggie to tears and self-doubt. This is not your typical wrongful conviction story. In fact, it turns the genre on its head. It asks the question: What if our champions are foolish? Season 4 - The Burden: Get the Money and Run “Trying to murder my father, this was the thing that put me on the path.” That’s Joe Loya and that path was bank robbery. Bank, bank, bank, bank, bank. In season 4 of The Burden: Get the Money and Run, we hear from Joe who was once the most prolific bank robber in Southern California, and beyond. He used disguises, body doubles, proxies. He leaped over counters, grabbed the money and ran. Even as the FBI was closing in. It was a showdown between a daring bank robber, and a patient FBI agent. Joe was no ordinary bank robber. He was bright, articulate, charismatic, and driven by a dark rage that he summoned up at will. In seven episodes, Joe tells all: the what, the how… and the why. Including why he tried to murder his father. Season 3 - The Burden: Avenger Miriam Lewin is one of Argentina’s leading journalists today. At 19 years old, she was kidnapped off the streets of Buenos Aires for her political activism and thrown into a concentration camp. Thousands of her fellow inmates were executed, tossed alive from a cargo plane into the ocean. Miriam, along with a handful of others, will survive the camp. Then as a journalist, she will wage a decades long campaign to bring her tormentors to justice. Avenger is about one woman’s triumphant battle against unbelievable odds to survive torture, claim justice for the crimes done against her and others like her, and change the future of her country. Season 2 - The Burden: Empire on Blood Empire on Blood is set in the Bronx, NY, in the early 90s, when two young drug dealers ruled an intersection known as “The Corner on Blood.” The boss, Calvin Buari, lived large. He and a protege swore they would build an empire on blood. Then the relationship frayed and the protege accused Calvin of a double homicide which he claimed he didn’t do. But did he? Award-winning journalist Steve Fishman spent seven years to answer that question. This is the story of one man’s last chance to overturn his life sentence. He may prevail, but someone’s gotta pay. The Burden: Empire on Blood is the director’s cut of the true crime classic which reached #1 on the charts when it was first released half a dozen years ago. Season 1 - The Burden In the 1990s, Detective Louis N. Scarcella was legendary. In a city overrun by violent crime, he cracked the toughest cases and put away the worst criminals. “The Hulk” was his nickname. Then the story changed. Scarcella ran into a group of convicted murderers who all say they are innocent. They turned themselves into jailhouse-lawyers and in prison founded a lway firm. When they realized Scarcella helped put many of them away, they set their sights on taking him down. And with the help of a NY Times reporter they have a chance. For years, Scarcella insisted he did nothing wrong. But that’s all he’d say. Until we tracked Scarcella to a sauna in a Russian bathhouse, where he started to talk..and talk and talk. “The guilty have gone free,” he whispered. And then agreed to take us into the belly of the beast. Welcome to The Burden.
"SmartLess" with Jason Bateman, Sean Hayes, & Will Arnett is a podcast that connects and unites people from all walks of life to learn about shared experiences through thoughtful dialogue and organic hilarity. A nice surprise: in each episode of SmartLess, one of the hosts reveals his mystery guest to the other two. What ensues is a genuinely improvised and authentic conversation filled with laughter and newfound knowledge to feed the SmartLess mind. Subscribe to SiriusXM Podcasts+ to listen to new episodes of SmartLess ad-free and a whole week early. Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!