Episode
Ep 494: Training Next-Gen Advisors In Business Development By Getting Really Clear About Who They Serve And How They Help with Kristin Harad
- Podcast
- Financial Advisor Success
- Published
- Jun 16, 2026
- Duration seconds
- 5360
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Summary
What does it take for next-generation advisors to become confident in business development without feeling overly sales-focused? And how can they build stronger relationships, have more authentic conversations, and generate warmer leads over time? Kristin Harad is the founder of Full Advisor Coaching, a marketing and coaching firm for financial advisors that teaches all of that and more. In this episode, Kristin breaks down how to make prospecting feel far more natural and effective for newer advisors, as well as how advisors can overcome the fear of sounding "salesy." We also discuss what to focus on instead of products, and what firms need to help newer advisors confidently communicate value. For show notes and more visit: https://www.kitces.com/494