Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast™
Ep. #97 – Sustainable Success for Financial Advisors – Integrating Work and Life with Kristin Harad, CFP
| Episode sponsor: |
||
|---|---|---|
 |
||
Many advisors build thriving practices, only to feel trapped by the very work they love.
What if your career could energize, rather than drain, your life?
In this intriguing conversation, Referral Coach Bill Cates, CSP, CAPE interviews Kristin Harad, CFP®, founder of Full Advisor Coaching, who explains how financial advisors can embrace work-life integration rather than chasing an elusive balance.
Kristin unpacks her five-part framework for designing a business that fuels a life of fulfillment, freedom, and intention.
Want More Top Advisor Podcast Episodes? CLICK HERE!
–
Kristin and Bill Discuss:
- Why “work-life balance” is a myth and how to think instead in terms of integration
- Common friction points high achievers experience when pursuing both career and personal goals
- Her five-part framework for envisioning an integrated work-life future
- The importance of mindset shifts like embracing progress over perfection
- Practical steps advisors can take, including calendar audits and giving themselves permission to prioritize life alongside work
- … And more!
Sponsors:
- Episode Sponsor: IronClad Family | Holistic Advisor Guide
Connect with Kristin Harad:
Resources:
- RapidFire Referrals
- Get a copy of “The Language of Referrals”
- Get a copy of “Radical Relevance”
- Grab your copy of “The Hidden Heist” today!
- Download Kristin Harad’s Work-Life Worksheet now!
Connect With Bill Cates:
About Our Guest
After years in financial services marketing with companies like Visa, Charles Schwab, and JPMorgan Chase, Kristin Harad set out on her own in 2006.
She founded VitaVie Financial Planning, the first fee-only financial planning firm focused on expectant parents and growing families in the San Francisco Bay Area. Starting from nothing, she built it into a six-figure business in under three years.
The freedom of entrepreneurship brought Kristin the satisfaction and fulfillment she had always craved, sparking her desire to help other firm leaders achieve the same. In 2014, she transitioned full-time into training and coaching independent financial advisors. She launched her coaching business to share the strategies and systems she had developed to grow her own firm and create a life she loved.
As Kristin began sharing insights from launching and scaling her successful RIA, she discovered the joy of helping fellow entrepreneurs reach their dreams, both within their businesses and beyond. She has since guided hundreds of financial advisors and understands what works for solo practitioners, boutique firms, and enterprise RIAs alike.
Kristin is passionate about helping advisors renew their entrepreneurial energy, focus on what matters most as leaders, and discover the success and fulfillment they’ve been searching for.
Never Miss an Episode!
Click below to subscribe on your favorite podcasting platform.
P.S. Don’t keep Top Advisor Podcast a secret … share with a friend or colleague!
Click Here to Subscribe Tell a Friend
About Your Host
Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.
Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Do you know someone Bill should interview (including yourself)?
Do you have a topic you’d like to see covered?
Contact Bill Cates directly: BillCates@ReferralCoach.com
