Last week, while attending the NAPFA 2012 Conference in Chicago, I sat in on a presentation on automating your marketing process by Kristin Harad, CFP®.

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.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access