Ep #204: Navigating Multiple Career Changes Successfully with Kristin Harad

New Planner Podcast

Вміст надано Caleb Brown. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Caleb Brown або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

2M ago 32:07

MP3•Головна епізоду

Have you ever wondered how to turn a career shift into a successful business? In this episode, Kristin Harad, a Business & Marketing Coach for RIA Leaders and Independent Financial Advisors, shares her journey from corporate America to becoming a Certified Financial Planner with her own firm—while balancing life as a new mom. Kristin dives into how she went from attracting clients to discovering her true passion: coaching other advisors on developing a niche and creating growth strategies.

Listen in as Kristin shares what leaders look for in next-gen advisors and the value of understanding the "business development ecosystem" in financial planning. Her insights reveal the importance of business development at every level and how new advisors can contribute significantly to their firm's success.

You can find show notes and more information by clicking here: https://tinyurl.com/bdpbfdb4

228 епізодів

#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner