Full Advisor Coaching - The Podcast

What makes many financial advisory firms feel chaotic?

Often, it's not about capacity—it's about a lack of visibility.

In this episode, I'm joined by Stephanie Dannebaum, ChFC®, MBA, MPP, who serves as a CRM consultant for financial advisory firms and has more than a decade of experience in the financial services industry.

Listen in as Stephanie explains the common issue of advisors not knowing what’s actually happening inside their o...

Who should you actually say yes to when someone asks for a “quick coffee” or a partnership chat?

In a world where referral partnerships are a tried-and-true growth strategy, knowing how to protect your time is just as important as building relationships.

In this episode, we break down a practical three-tier system for evaluating centers of influence and referral partners so you can decide who’s worth your energy and who isn’t.

You’ll ...

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 conv...

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, ident...

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...