Oh, those messy middles! 

In this episode of the Top Advisor Marketing Podcast, host Matt Halloran chats with Kristin Harad — founder of Full Advisor Coaching — about how to build a thriving advisory business while maintaining personal fulfillment. Kristin talks about navigating the “messy middle” of financial firms — businesses that have scaled but need to elevate their CEO mindset and team structure. This conversation gives a fresh take on managing organic growth, transitioning to a CEO role, and keeping the client experience consistent from start to finish. 

It’s simply a must-listen for advisors wanting to grow their business without losing sight of work-life balance.

Kristin and Matt discuss:

• 
  
• Why you need to prioritize aligning marketing, sales, and client services
  
• The value of empowering every team member to contribute to business development
  
• How to create a culture of growth
  
• Why building a holistic ecosystem that nurtures client relationships leads to increased referrals and business growth
  
• Her most often-overlooked opportunity for growth
  
• And more
  

Resources: 

• 
  
• Tool: Myers-Briggs Personality Types
  
• Podcast: Full Advisor Coaching
  

Connect With Kristin Harad:

• 
  
• LinkedIn: Kristin Harad
  
• Website: Full Advisor Coaching
  
• Twitter/X: @kristinharad
  

Connect With ProudMouth:

• 
  
• ProudMouth
  
• LinkedIn: Matt Halloran
  
• Twitter: Matt Halloran
  
• LinkedIn: ProudMouth
  
• Facebook: ProudMouth
  
• Twitter: ProudMouth
  
• YouTube: ProudMouth
  

About Our Guest:

Kristin Harad is a Certified Financial Planner™ and seasoned consultant with decades of experience in financial services, including roles at Visa, Charles Schwab, and JPMorgan Chase. 

In 2006, she founded VitaVie Financial Planning, successfully growing it into a six-figure business. Since 2014, she has focused on coaching and mentoring independent financial advisors, helping them achieve both business growth and personal fulfillment. Kristin holds a BS in Economics from The Wharton School and a certificate in Personal Financial Planning from UC Berkeley.