Kristin Harad serves as a marketing consultant* and advisor to The Advisory Group. As a former practicing CFP® professional, Kristin brings unique insight in to how to attract new clients who will benefit most from the Wealth & Life strategy approach. She also helps devise, develop, and share valuable educational content to provide insights, knowledge and perspective to clients and prospects.
For more than a decade, Kristin has been advising RIAs on how to create marketing systems that help support their growth and deliver a high quality client experience. She brings with her 14 years of corporate and ad agency experience where she served in strategic marketing roles for prominent Fortune 500 brands.
*Kristin Harad is not an employee of The Advisory Group of San Francisco, LLC. The Advisory Group contracts with Broderick Street Partners, LLC, where Kristin is a managing member, for marketing services. Kristin does not serve as a financial or investment advisor for The Advisory Group.