Busting the Work-Life Balance Myth: Finding Fulfillment Beyond Professional Success

By: Kristin Harad

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Hey, it’s Kristin!

Kristin is the former founder of a niched RIA that she grew from zero to six figures of revenue in less than three years, completely from scratch. In 2014 Kristin transitioned full time into training and coaching, where she now helps independent financial advisors build Version 2.0 of their firm while living a fulfilled personal life along the way.

Is professional success enough without personal fulfillment?

Kristin Harad explores this question in the second segment of the Full Advisor Coaching Podcast. Her coaching method, specially designed for financial advisors who are entrepreneurs, emphasizes a harmonious blend of professional achievements and personal satisfaction.

Key Highlights:

  • Full Advisor Coaching Defined: A synergistic mix of marketing, business, and life coaching to empower financial advisors
  • Identifying Three Advisor Types:
    • Entrepreneurial Advisors: Building businesses from scratch and scaling operations
    • Second-Generation Leadership: Taking over from founders, blending legacy with innovation
    • Advisors Breaking Away: Transitioning to independent RIAs, adapting to new operational styles
  • Adapting to Change: Embracing new technologies, evolving client needs, and innovative business strategies
  • The Integrated Life Approach: Beyond balancing work and life, achieving a seamless integration of personal and professional worlds
  • Kristin’s Coaching Impact: Guiding advisors to align their business objectives with personal goals
  • And much more!

Share:

Hey, it’s Kristin!

Kristin is a CERTIFIED FINANCIAL PLANNER™ professional. Managing her own firm, she grew it from zero to six figures in less than three years, completely from scratch. In 2014 Kristin transitioned full time into training and coaching, where she now helps independent financial advisors to grow their firms.

Find fulfillment faster! 

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