Apr 16, 2024
In episode 150 of the Model FA Podcast, Kristin Harad joins David to discuss the challenges of scaling second-generation advisory firms, emphasizing the importance of regularly assessing and updating business strategies. They also highlighted the need to connect advisors with service providers, embrace an abundance mindset, and document and coach the next generation to replicate success. In another conversation segment, David and Kristin discuss marketing strategies for financial advisors, emphasizing the importance of a comprehensive approach that includes various tactics to build a strong brand and attract potential clients. They also highlight the need to focus on long-term growth, prioritize sustainability, and continuously improve marketing strategies. Finally, Kristin and David discussed the paradox of choice in the business advice industry and its impact on decision-making, emphasizing the importance of simplifying marketing strategies by eliminating choice and focusing on a few key areas.
This week on The Model FA Podcast:
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About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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President of Model FA, David DeCelle
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