The RIA Blueprint for Growth Workshop 

As an RIA leader or financial advisor, you know that growth requires more than just effort—it demands a clear, strategic approach to achieve your vision. With so many competing priorities, crystallizing your game plan for growth can be challenging.

Unlock the clarity you need for 2025 through this hands-on, half day working session. We’ll gather together in this live online event to craft your blueprint for growth…before the hectic holiday season and year-end client work kicks in.  

WELCOME TO THE RIA BLUEPRINT FOR GROWTH WORKSHOP

Reveal gaps and growth opportunities in your current ecosystem of marketing, sales and client experience. (Hint: it’s not always what you think!)  

Pinpoint the business development initiatives that align best with your vision and will energize your team 

Identify high impact, high value marketing activities for the greatest ROI

Find quick wins to start the year strong

Free up your time and energy by learning what you can ignore 

Discover a decision-making framework to address changes as they arise 

Set clear priorities for 2025 so you have a blueprint for growth to follow.   

Clarity for 2025

Invest time now to set your plan of action. 

$229

Through a combination of active exercises, personalized insights from Kristin’s “hot seat” coaching, and feedback from like-minded leaders, you’ll:

Led by Full Advisor Coaching founder, Kristin Harad, this practical, interactive workshop is designed specifically for RIA leaders and financial advisors focused on building Version 2.0 of their firms.  You'll leave knowing what to prioritize and what next actions to take. Join Kristin on October 3rd. 

LIVE ONLINE EVENT
thursday, OCTOBER 3, 2024 
9:00am - 12:00pm PT

WHAT TO EXPECT 

Limited seats available.  Sorry, no refunds.

Why this workshop?

At Full Advisor Coaching, we believe in combining professional success with personal fulfillment.



This workshop isn’t just about growing your firm—it’s about engaging in a collaborative, active experience that helps you build your Version 2.0 while expanding your freedom and satisfaction along the way. 

Gain the confidence and clarity you need for 2025. 

The holidays are coming up fast, along with year-end client work. Don’t let strategic planning for 2025 fall by the wayside. Block time now to set your blueprint for growth, without feeling rushed.   

Save $40 when you sign up by September 20, 2024.  

Don’t wait until it’s too late