Ep #77: Building a Niche Market Practice with No Formal Experience - an Interview with Kristin Harad

Kristin Harad followed a very non-traditional route before landing in the financial planning industry. She initially dreamed of becoming an advertising executive on Madison Avenue in New York City and began her career as a direct marketer. This is where she honed her expertise building brand awareness for various firms and developing customer loyalty programs.

Her success led to new opportunities helping financial advisors develop their marketing campaigns. She’s become a noted speaker and sought-after consultant in the financial planning industry. The increased notoriety ultimately led her to choose between running her financial planning firm and nurturing this burgeoning advisor-facing practice. She talks about which path she chose and why selecting one is essential for consistent growth and a balanced lifestyle.

You can find show notes and more information by clicking here:  https://www.xyplanningnetwork.com/77