The Art of Niche Marketing in Financial Advice with Kristen Luke

Is clarity the key to success in RIA leadership?

Strap in to discover the power of clarity in RIA leadership in this engaging episode of the Full Advisor Coaching Podcast. Join Kristin Harad, the visionary behind the Full Advisor Fundamentals Program, as she unveils a roadmap to success for RIA leaders. This comprehensive year-long program is built on three pillars: achieving clarity, cultivating confidence, and finding fulfillment. Dive into the journey of aligning actions with goals, addressing the challenges of overwhelming choices and scattered focus in the RIA sector.

Key Highlights:

• Achieving Clarity: Understand the vital role of formulating a clear vision for your firm, crucial for decision-making and team alignment
• The Power of Visualization: Learn how visualization, drawn from Kristin’s athletic and professional experiences, can be a powerful tool in articulating your vision
• Values Exercise: Explore the importance of defining company values, and how this exercise shapes corporate culture and operations
• Connecting with the Future Vision: Dive into the significance of emotionally connecting with a future vision
• Current vs, Aspirational Values: How to use values before and after creating a compelling vision for your company
• Implementing Vision: Understand how establishing a clear vision based on values is a foundational step in Kristin’s Full Advisor Fundamentals Program for effective decision-making.
• And much more!

Resources:

• Thank you to Elizabeth Jetton who first introduced me to the ‘20-10-5 Values’ exercise mentioned in this episode.  
• Book: The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results
• The One Thing – Core Values Deck
• Book: TRACTION: Get A Grip On Your Business
• Book: Vivid Vision: A Remarkable Tool For Aligning Your Business Around a Shared Vision of the Future
• Book: Your Future Self