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Is your firm actually growing, or has the busyness of the year been masking a lack of progress toward your real goals?
Summer is more than a slow season. It's a 90-day window to step back, assess where you are, and set yourself up to hit the fall with momentum rather than scrambling to catch up.
In this episode, we walk through five honest check-in questions every advisor and firm leader should ask at the halfway point of the year, plus a practical playbook for using the summer strategically.
Listen in to learn why being busy and growing aren't the same thing, how to audit your time and pipeline before the fall rush begins, and what you can do right now to make sure September feels exciting instead of overwhelming.
Kristin shares:
- Why being busy doesn't mean your firm is growing.
- How to assess if advisors are developing business or just servicing.
- Why your marketing may not connect to business development.
- How to build a real pipeline instead of waiting.
- Why auditing your calendar reveals your highest-value opportunities.
- How to batch-create content and build relationships before fall.
Resources:
- (Ep. 7) Priorities, Productivity & Presence: The Art of Time Management
- (Ep. 22) Missing Out on Revenue: How to Maximize Your Lead-to-Client Conversion
- (Ep. 41) Building Talent Wealth in Your Firm with Kelli Cruz
- (Ep. 46) Why Hosting a Prospect Event Gets Your Team Moving
- (Ep. 49) Where to Start With Business Development
- (Ep. 51) The 3-Tier System for Smarter Referral Partnerships
- (Ep. 53) The Power of Personal Brand
- (Ep. 55) Building a Content System That Keeps Your Business Visible
- (Ep. 57) Loneliness in Leadership: Building Real Connection in a Remote World
- (Ep. 58) Building a Buyer-Centric Sales Process for Financial Advisors with Nancy Bleeke Noël
Connect with Kristin Harad:
