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Beyond Referrals: How to Help the Next Generation of Advisors Grow Your Firm

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Most likely, hard work from founders who were tenacious networkers got you to where you are today. Sales and marketing are different now, with proactive outreach shifting from direct contact to education through content and slow nurturing of prospects. Skeptical of the advice industry, potential clients seek validation of your reputation, take longer to feel trust and want human connection, not a faceless company. RIAs must balance company brand building with developing personal brands that resonate. Learn how to prime your next generation of advisors to grow your firm and focus efforts for a greater return.

  • Determine which type of branding structure to use for your firm
  • Identify areas of improvements for your team members' profiles to showcase personal brands
  • Understand next steps to implement the personal brand strategy for your firm based on the type of branding your firm chooses

Kristin Harad, CFP®

Outsourced Chief Marketing Officer, Kristin Harad

Kristin Harad, CFP® is an outsourced CMO for RIAs who want experienced guidance to set and get their marketing plans into action. Prior to this role, Kristin founded and grew an independent fee-only RIA. She uses this firsthand knowledge plus 14 years of corporate marketing and ad agency experience (with Grey Direct, Charles Schwab, Visa, United Airlines) to help RIAs attract more of the right people.  Fulfilling a lifelong dream to live and work abroad, Kristin and her family moved to Sydney, Australia in 2015. She ran her consulting business remotely for nearly 3 years before returning to San Francisco. 


Beyond Referrals: How to Help the Next Generation of Advisors Grow Your Firm
Open to view video.
Open to view video.
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available