Relationship Marketing for Your Financial Planning Practice: A Systematic Way to Convert Leads to Lifelong Clients

Speaker

Kristin C. Harad, CFP®

Thanks to our meeting sponsor: 

Meeting Details:

Relationship Marketing is all about how you take a lead, build rapport, and convert that lead into a client.  It can be the most valuable part of a marketing plan because you are directing your time, energy and money to focus on the people who are most likely to become clients. Learn how to provide every single lead with a personalized follow-up that maximizes their chances of becoming a client, and when it is OK to stop pursuing a lead and let it cultivate.

Speaker Bio:

After an accomplished career in financial services marketing, Kristin founded VitaVie Financial Planning, a fee-only financial planning firm focused on the needs of expectant parents and growing families in the San Francisco Bay Area. Passionate about helping entrepreneurial financial advisors succeed, Kristin also launched Next10Clients, a marketing training company designed especially for our industry.

Prior to founding VitaVie Financial Planning, Kristin excelled in strategic marketing positions with The Chase Manhattan Bank and Charles Schwab & Co., Inc. A talented advertising agency executive with Grey Direct and Carlson Marketing Group, she also managed multi-million dollar marketing initiatives for Chase and Visa.

Kristin is a CERTIFIED FINANCIAL PLANNER™ professional. She completed her Personal Financial Planning coursework at UC Berkeley and earned her Bachelors of Science in Economics from The Wharton School at the University of Pennsylvania. Kristin trained in personal coaching at The Coaches Training Institute and incorporates coaching into her practice to better help her clients more effectively identify and achieve their goals. She also offers high impact marketing coaching for financial planners. An established expert on the financial issues that growing families face, she frequently appears on television, in national magazines and on prominent Web sites.
 

Advanced Registration:

$40 - FPA Members
$45 - FPA Non-members

Register Online using your credit card.

Advanced registration ends March 5th.

Note: You may continue to register after March 5th but you will be charged at-the-door pricing. Online registration closes March 7th.

No refunds will be made after March 7th.

At The Door Registration:
(Cash or Check)

$60 - FPA Members
$65 - FPA Non-members

No refunds will be made after March 7th.

This meeting does not qualify for CE credits.

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