Full Advisor Coaching - The Podcast

Do you know exactly who you're trying to reach, or are you heading out into the world without a clear target? In this episode, Kristin walks through a practical framework for identifying your ideal client before you build your opportunity list. Listen in to learn how to narrow down your ideal client from your existing book of business, why focusing on problems instead of dollar amounts is a game c...

Are you using AI to get time back or just finding new ways to stay busy? In this episode, Matt Halloran, Chief Evangelist at Zocks and author of Shut the F Up and Listen, joins the show to explore how AI note-taking tools are giving financial advisors real, measurable time back—and why most advisors don't know what to do with it when they get it. Listen in to learn the biggest barrier to AI adopti...

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 as...

Are you designing your sales process around what you prefer or around what your prospect actually needs to feel confident enough to say yes? In this episode, Nancy Bleeke Noël, Founder of Sales Pro Insider and creator of the Genuine Sales Training course, joins Kristin to flip the script on how advisors approach business development—because most prospects have never hired a financial advisor befor...

When was the last time you felt truly connected to the people you lead? In today's episode, we unpack the growing reality of loneliness in leadership and the workplace, especially in a world driven by remote work and constant online connection. Listen in to learn why so many leaders feel isolated “at the top,” how loneliness is quietly impacting performance and well-being, and why being in a relat...

Is transitioning to the RIA model the right move for your practice, or could it hold you back? In this episode, you’ll hear what really drives advisors to consider making the switch, from the desire for greater flexibility to the potential for stronger long-term economics. Brad Wales, Founder of Transition To RIA, joins the show to break down the real motivations behind these decisions and explain...

You probably have plenty of content ideas… but do you have a system for turning them into consistent visibility? Without content flowing through your website, LinkedIn, and newsletters, you may as well have built a beautiful storefront on a dead-end street with no foot traffic. That's why you need a plan. In this episode, we talk about building an engine inside your business so content is consiste...

What happens when referrals aren’t enough to grow your business anymore? In this episode, Hillary Gale Meehan, owner of Moneta Copy, breaks down what financial advisors need to do when they’ve built a solid foundation—but are ready for their next stage of growth. You’ll learn why relying solely on referrals can hold you back, and how content marketing fits into a smarter, more scalable growth stra...

If someone Googled you today, would they trust you more or less? In a world where vulnerability and authenticity are replacing the old corporate playbook, personal brand has become one of the most powerful differentiators for advisors. In this episode, you’ll learn why people hire people — not logos — and how your online presence, story, and positioning directly impact trust and growth. We break d...

What makes many financial advisory firms feel chaotic? Often, it's not about capacity—it's about a lack of visibility. In this episode, I'm joined by Stephanie Dannebaum, ChFC®, MBA, MPP, who serves as a CRM consultant for financial advisory firms and has more than a decade of experience in the financial services industry. Listen in as Stephanie explains the common issue of advisors not knowing wh...

Who should you actually say yes to when someone asks for a “quick coffee” or a partnership chat? In a world where referral partnerships are a tried-and-true growth strategy, knowing how to protect your time is just as important as building relationships. In this episode, we break down a practical three-tier system for evaluating centers of influence and referral partners so you can decide who’s wo...

What if marketing didn’t create more work for advisors, but actually made business development easier?  In this episode, we explore the role marketing plays inside an advisory firm, as well as how a strong marketing foundation can directly support advisors in growing their businesses.  Instead of constantly re-explaining value, fixing gaps, or rebuilding trust from scratch, the right marketing sys...

You’ve blocked out time for business development… but now what?  If you’ve ever sat down with good intentions only to stare at the wall, scroll LinkedIn, or wonder what you’re actually meant to do, this episode is for you.  We kick off the new year by tackling one of the most talked-about (and most misunderstood) parts of growing a financial advisory firm: business development. Listen in to hear h...

What slows advisors down, and what accelerates growth? After two years of podcasting (including 48 episodes and 27 conversations with industry leaders), Kristin has discovered the answer to that question and more. In this episode, she shares the five standout lessons she's learned—and that every advisor should hear. Listen as she breaks down why systems scale better than intensity, why consistency...

Are you actually using LinkedIn the way it’s meant to work for your business—or just posting and hoping? Today's guest is Derek Pollard, Founder of Constellar Creative, who's here to break down exactly how advisors and financial professionals can use LinkedIn more strategically, more intentionally, and far more effectively. Listen in as Derek shares what most advisors misunderstand about content a...

Is hosting a prospect event really worth it?  Many RIA leaders hesitate out of fear of low turnout, but the real power of an educational event begins long before the first attendee walks in.  In this episode, we break down why these events are one of the most effective ways to reignite business development within your firm.  You’ll learn how putting a date on the calendar creates urgency, unites y...

What does it take to build the next version of your advisory firm—one that gives you more freedom, growth, and balance?  In this episode, Michael Young, President and Managing Partner of Integrated Advisors Network, shares how advisors can evolve their business model, streamline operations, and design a firm that supports their ideal future. You’ll learn how Integrated Advisors Network helps indep...

Feeling like the end of the year is slipping away in chaos?  You’re not alone.  Between deadlines, distractions, and the pressure to wrap everything up perfectly, it’s easy to fall into the “I’ll deal with it next year” trap.  But what if a few small mindset shifts could completely change how you close out the year and set you up for real momentum heading into the next? In this episode, we explore...

What does it really take to earn and keep the trust of high-net-worth clients?  In this episode, we’re joined by Sean Walters, CEO of the Investments and Wealth Institute, to explore what sets top-performing advisors apart in today’s competitive landscape.  Whether you’re trying to grow your client base or elevate your credibility through education and credentials, this conversation will help you...

What if the secret to building stronger client relationships isn’t having all the answers, but asking the right questions?  In this episode, we dive into the role of curiosity in financial advising and explore why it’s not just about numbers—it’s about uncovering values, motivations, and emotions that truly drive decision-making. You’ll discover 27 powerful questions that can spark deeper conversa...

How do you attract, retain, and grow the right people in your firm?  In this episode, Kristin sits down with Kelli Cruz, founder of Cruz Consulting Group, who brings more than 30 years of experience in talent management and organizational design for advisory firms.  Together, they explore what it really takes to build “talent wealth” inside your practice so both leaders and employees thrive. Liste...

Are you or your advisors stuck in “getting ready” mode, spending more time planning than actually doing? In this episode, we break down why highly skilled, hardworking financial advisors often stall when it comes to business development. You’ll learn how perfectionist tendencies, over-preparation, and comparison to others can hold you back from real growth and how to break free from those habits....

What does it take to be a truly exceptional financial planner in today’s world?  In this episode, we sit down with Dennis Moore, Interim CEO and COO of the Financial Planning Association, and Ben Lewis, FPA’s Chief Communications Officer, to explore the newly launched FPA Competency Model designed to help financial planners strengthen the human side of their profession.  You’ll learn how interpers...

What do great business developers actually do differently and how can leaders support that growth across all personality types? In this episode, we unpack the habits, mindsets, and systems that set top performers apart, especially in professions like financial planning, where the old-school “sales” approach doesn’t always fit. Whether you’re outgoing, introverted, analytical, or empathetic, this c...

Is AI just another fleeting trend, or is it redefining how financial advisors work forever? In this episode, we speak with Mark Gilbert, CEO and Co-Founder of Zocks, a privacy-first AI meeting assistant built specifically for financial services. Mark shares his journey to founding Zocks and explains why this isn’t just another note-taker—it’s a powerful productivity tool that helps advisors improv...