In this conversation, we sit down with Kristin Harad, CFP®, Business Development Coach and Fractional CMO, for a preview of her session at FPA Annual Conference 2025. Kristin shares insights from her workshop Blueprint for Version 2.0: Build Out Your Business Development Engine to Drive Scalable Growth. Taking a firm-level view, we explore how firm leaders can move beyond referrals to design a business development ecosystem that integrates marketing, sales, and client experience into a single growth engine. Find out why business development can feel so difficult for financial planners, how leaders can shape a successful business development environment, and where you may uncover hidden revenue opportunities.

This episode of FPA LIVE is sponsored by the American Heart Association’s Professional Advisor Network. Visit heart.org/FPA to join today.