Become Unstoppable: How To Pair Purpose with Profits (Ep. 19)

Imagine building a business that not only thrives but also leaves a lasting impact on your community.

In this inspiring episode of Full Advisor Coaching, host Kristin Harad speaks with Derrick Kinney, a former financial advisor and CEO who successfully built and sold a multimillion-dollar advisory business. Derrick shares his personal journey and discusses actionable strategies to help financial advisors stand out by building trust quickly, connecting deeply with clients, and integrating causes they care about into their business model. Packed with practical tips, this episode is perfect for advisors looking to build lasting client relationships while creating a purpose-driven business.

Key Highlights:

• Build Trust Through Shared Values: Derrick explains how understanding and connecting with clients over shared values can help financial advisors foster deeper, more enduring relationships
• Align Your Business with a Cause: Advocating for “radical generosity,” Derrick shows how aligning your business with a meaningful cause can attract like-minded clients and give greater meaning to your work
• Purpose-Driven Marketing: Derrick stresses the importance of shifting from generic job titles to problem-solving conversations, using storytelling to build client trust and create emotional connections
• Empowering Your Team: Ensure your entire team is aligned with your key messaging. Derrick shares tips on how to train your team to consistently communicate your firm’s mission, which enhances client engagement and brand cohesion
• Passion-Driven Success: Derrick demonstrates how integrating personal passions into your business model not only helps differentiate your brand but also strengthens relationships with clients who value authenticity and purpose

For more insights, tune in to the episode and start aligning your business with what matters most.

Resources:

• 10 Fatal Mistakes Financial Advisors Make
• Part 1: Conquer Linkedin – A Guide for Financial Advisors
• Part 2: Conquer Linkedin – a Guide for Financial Advisors

Connect with Kristin Harad: 

• LinkedIn: Kristin Harad, CFP®
• FullAdvisorCoaching.com
• X: KristinHarad
• Email: [e-mail] 
• Schedule a Conversation with Kristin

Connect with Derrick Kinney: 

• LinkedIn: Derrick Kinney
• Success For Advisors

About our Guest: 

Derrick Kinney is changing how you feel about money. He believes money is not bad and good people should have more of it. Derrick is the author of the Wall Street Journal and USA TODAY national bestseller, Good Money Revolution. 

After applying these proven principles with t