Claim Your New Stake: A Peek Into the V2 Leaders Experience

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.

Are you struggling to find clarity as you develop Version 2.0 of your RIA? 

Understanding where to direct your energy and resources to achieve your business goals while also living a fulfilling life outside of work can feel nearly impossible. 

Join Kristin Harad in her latest podcast episode as she shares input from “Full Advisors” who are actively engaged in the flagship Full Advisor V2 Leaders program.  Designed for growth-minded RIA Leaders who are building their RIA Version 2.0, this coaching offering will kick off its next cohort in July, 2024. To help demystify the experience, Kristin lets you peek behind the curtain of the program. You’ll hear what current participants have to say about their progress and decide for yourself if you’re ready to jump in!  

Key Highlights:

  • Strategic Leadership Development: V2 Leader participants share feedback on what it takes to be successful in this program, along with the benefits of having other RIA leaders on the journey with them.  
  • Finding Clarity: Kristin outlines the process she takes RIA Leaders through to help them zero in on what efforts to pursue.  
  • Growth and Accountability: Learn about the program’s comprehensive support through group calls, individual sessions, and accountability meetings for leaders and their team. 
  • Balancing Professional and Personal Life: Kristin shares the”non-negotiables” that program participants put in place to foster work-life balance.
  • Positive Feedback and Continuous Improvement: Listen to how participant feedback drives the program’s commitment to proactive engagement and ongoing improvement,
  • And much more!

Resources:

Connect with Kristin Harad: 

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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