What you'll Get as a Member
Private Coaching Session
Kick off your journey with a 30-minutes one-on-one coaching session to dive into your practice's unique strengths, challenges, and goals, ensuring you’re connected to the right group within the Collective for maximum impact.
Monthly Group Coaching with Curated Groups
Experience powerful, monthly coaching sessions with a hand-selected group of advisors who understand your challenges and share your goals.
Weekly Virtual "Office Hours"
Our weekly "Office Hours" offer an open, interactive platform where you can connect directly with your coach to address those "Hey, you got a minute?" questions. Whether you're facing a challenge, seeking quick feedback, or brainstorming ideas, these sessions provide real-time guidance and support to help you navigate your practice effectively.
Immediate Access to My FA Coach's Advisor Academy & Course Content
Unlock the full My FA Coach and Academy course library from day one, covering everything from prospecting and client experience to cutting-edge AI strategies tailored for advisors.
Access to Creative Strategies and Industry-Leading Insights
Benefit from our exclusive interview series designed to give you a competitive edge, crafted by top advisors and experts from across the industry.
Quarterly Symposiums
Stay at the forefront of the financial services landscape with exclusive quarterly symposiums featuring expert speakers on the latest FinServ and FinTech developments. Gain insights into emerging trends, regulatory updates, and technological innovations that can drive your practice forward.
You're in the right place if you are...
-
An Experienced Advisor Seeking Growth
You’ve built a solid foundation and are ready to take your practice to the next level, focusing on strategic growth and innovative client engagement. -
Looking for a Community of Like-Minded Professionals
Surround yourself with driven, ambitious advisors who understand your journey and offer valuable insights, collaboration, and accountability. -
Ready to Leverage Group Coaching for Powerful Results
Benefit from dynamic group coaching sessions that deliver personalized support, actionable strategies, and the motivation to achieve your goals faster. -
Eager to Stay on Top of Industry Trends
Gain exclusive access to expert-led symposiums, where you’ll learn about emerging trends, cutting-edge technology, and best practices from leading industry voices. -
Craving Fresh, Creative Strategies to Differentiate Your Practice
Stand out in a crowded market with unique, innovative strategies designed to elevate client experience and build stronger, lasting relationships.
If you’re ready to elevate your practice with targeted support, practical insights, and an inspiring network, the Advisor EDGE Collective is for you!
As a Memeber of
The Advisor EDGE Collective
you will...
Uncover Your Superpowers: Your "Uniquifier."
You'll have your goals and vision clearly defined & know exactly what it is you bring to the table and how you bring it. Plus, you'll uncover the unique factor that helps you stand out from other advisors - your "Uniquifier" - that special something that makes your ideal clients want to work with you.
Develop a plan to attract your ideal clients.
You'll know how to confidently forge your way to ideal client acquisition, by creating a repeatable, sustainable process. In our group sessions, we teach more than a dozen prospecting & business development strategies used by the nation's top advisors, and help you determine what is the best fit for YOU.
Create a plan for how you will serve each of your clients.
We help you clarify what your clients are looking for in their advisor so you can to ensure perfect alignment between you, your clients and how to best serve them. We also coach you on the importance of client segmentation and help you solidify your "fair but not equal" service and engagement model.
Curate a brand new and exclusive client experience.
Embracing my "Love 'Em Hard" philosophy will be easy when we help you create an exclusive client experience for each segment of your client base. You will also uncover a whole new way to attract and engage strategic partners, centers-of-influence, and A+ referrals.
You will also gain access to My FA Coach's entire content library including our EXCLUSIVE
Academy for Financial Advisors
A transformative experience custom built for financial advisors.
*Take a sneak peek at the incredible self-paced content below!*
Module 1: Know Yourself
Module 2: Know Your People
Module 3: Serve Your People
Module 4: Find Your People
Module 5: Love Your People
Module 6: Embrace Growth
Stand out in a Crowded Market.
Cookie-cutter approaches to prospecting and client engagement just don’t cut it anymore. Relying on the same old “Who do you know?” tactics won’t get you the results you deserve—and, let’s face it, your friends, family, and clients are tired of it!
Today’s clients expect more. They’re looking for advisors who bring a unique perspective and a deep understanding of their needs.
Here’s the good news: your perfect clients are out there waiting for you. In the Advisor EDGE Collective group coaching program, you’ll get clear on who your ideal clients are, how to attract them, and how to keep them engaged through exceptional service and personalized experiences.
Together, we’ll help you uncover your “uniquifier” (straight from the Mt FA Coach Dictionary 😉)—that distinct factor that only you bring to the client relationship. This isn’t just about connecting with the right clients; it’s about attracting more of them—naturally and authentically.
With the support of your Advisor EDGE Collective, you’ll not only define your ideal client but also create a powerful strategy to find and retain them—together.
This program is about more than just strategy; it’s about building lasting connections with fellow advisors who are as committed to growth as you are. In this collaborative environment, you’ll share insights, support each other’s goals, and inspire one another to reach new heights, guided by a master-level coach.
Together, we’ll create career-long and career-changing opportunities, empowering each other to grow, thrive, and make an impact that lasts.
Lisa W.
CEO/Founder
Kristin Andree's group coaching was truly instrumental in our team's development and business growth. Her well-structured approach provided valuable insights and guidance, contributing to our continued success. A truly beneficial experience and would absolutely recommend to anyone looking to level up their business strategy!
Matt L.
The collective was just what we needed to renew our focus for moving forward with our business goals. The program was comprehensive and we were able to look at these goals from a new angle. We have much more focused strategies and a clearer understanding of our clients and prospects. Thanks to Kristin, it has been easy and fun!
Catherine A.
The content we uncovered in the Academy for Financial Advisors helped us jumpstart CAIM into next level growth. It was comprehensive & cutting-edge and we found the group coaching incredibly helpful. After decades in this industry, we finally unlocked they key to leveling up our practice.
Ashlan R.
I had the privilege of participating in Kristin Andree's Group Coaching Program, and I must say, it was an incredibly empowering and knowledge-filled experience that left an indelible mark on my journey. From the very start, Kristin's passion for guiding business professionals towards success was palpable.
It's time to do something DIFFERENT
If you’re ready to elevate your practice with focused support, actionable insights, and a powerful network, the Advisor EDGE Collective is exactly what you’ve been waiting for. Join us to unlock new strategies, build meaningful connections, and make a lasting impact in your business!
We can't wait to have you as a member of the
ADVISOR EDGE Group Coaching Collective!
* Join anytime, and during your 30-minute welcome session, we’ll place you in the ideal group to meet your goals.There’s no time requirement—stay as long as it serves you. Our hope is that you’ll build connections here that last a lifetime!
As a ADVISOR EDGE Group Coaching Member, you'll get:
Private Welcome Session
Kick off your journey with a personalized, one-on-one session designed to set you up for success from day one. In this focused 30 minutes, we’ll take a deep dive into your practice’s unique strengths, pinpoint any current challenges, and identify your biggest goals. This isn’t just an introductory chat; it’s an opportunity to get to the heart of what drives you and where you want to go.
From there, we’ll match you with the ideal group within the Advisor EDGE Collective — a carefully selected team of like-minded advisors who will amplify your growth and help you achieve your objectives. Whether you’re looking to refine your client engagement, expand your prospecting reach, or gain accountability, this session ensures you’re placed in the right group to maximize your experience and impact.
Plus, you’ll receive immediate access to our comprehensive course library, so you can start exploring valuable resources right away.
Let’s set the foundation for a transformative journey together, right from the start.
Monthly Group Coaching
Each month, engage in transformative coaching sessions with a curated group of advisors who are navigating challenges similar to yours. These sessions are more than just meetings—they’re a space for growth, support, and innovation. In each session, you’ll experience:
- Content: Stay current with insights that push your practice forward, covering the latest trends and techniques in the industry.
- Coaching: Receive personalized support tailored to your specific needs, helping you overcome obstacles and capitalize on opportunities.
- Connection: Build lasting relationships with a community of like-minded professionals who are dedicated to mutual accountability, shared learning, and collective success.
Through this unique blend of content, coaching, and connection, you’ll gain the guidance, strategies, and support needed to reach new heights in your practice.
Immediate Access to all Content & Resrouces
From day one, you'll unlock a wealth of knowledge with full access to the My FA Coach course & resource library. Our content is purposefully designed to give you & your team a true competitive edge in every aspect of practice-building.
Dive into core topics that uncover real opportunities, including Leveraging LinkedIn to grow your network, Client Gifting to build lasting loyalty, Client Events to deepen relationships, and Leveraging AI in all aspects of your growth. You’ll also gain entry to our one-of-a-kind Academy for Financial Advisors for transformative, structured learning, plus a full resource library of guides, templates, and tools. Every resource is crafted to address the unique needs of advisors, helping you enhance prospecting, client engagement, and growth for lasting success.
Quarterly Symposiums
Stay on the cutting edge of the financial services industry with our exclusive quarterly symposiums. Each event brings together leading industry experts who share their knowledge on FinServ and FinTech’s hottest topics, from regulatory updates to the latest technology innovations. Gain fresh insights into emerging trends, understand potential industry shifts, and discover new tools that can empower your practice.
These symposiums ensure you’re not only informed but ahead—positioning you to adapt, grow, and thrive in an ever-evolving landscape. Plus, you’ll have the opportunity to engage directly with speakers, ask questions, and network with other forward-thinking advisors, building connections that can support your practice for years to come.
Plus These Bonuses to Help You
Build a Thriving Practice
Bonus Courses and Content
In-depth courses and expert interviews with leading industry professionals.
What You'll Get:
- Leveraging LinkedIn Mini-Course: LinkedIn strategies to help you attract & engage your ideal clients
- Leveraging AI Course: Discover how AI can revolutionize your business
- Client Gifting Course: Elevate your gifting & engagement strategy
- Client Events Course: Your guide to planning & executing exceptional client events
- Expert Interviews: on topics such as podcasting, social media, video messaging and more with some of the industry's leading experts
We can't wait for you to check out all that's inside our EXCLUSIVE MEMBER PORTAL!
We’re excited to welcome you to the Advisor EDGE Collective and look forward to embarking on this transformative journey together.
We'll see you on the inside!
I can't wait for you to join the
ADVISOR EDGE Collective
Y'all...this is THE OPPORTUNITY you have been craving! I cannot tell you how freakin' excited I get seeing my advisor clients dramatically scale their practices & have fun in the process.
My promise to you is that you will learn new (compliant) strategies that make “Who do you know?” prospecting a thing of the past! You'll fill your pipeline with endless A+ prospects, and will learn how to genuinely and creatively engage your current clients to kick your client satisfaction & retention into overdrive. Plus - you will build lasting relationships with other growth-minded advisors.
COACHING | CONTENT | CONNECTIONS
ENROLL IN THE ADVISOR EDGE COLLECTIVE TODAY!
See you in the inside!
Meet Kristin Andree
"The Advisor's Advisor"
As a high performance coach, author, speaker, podcaster, and “tell it like it is” business strategist, I am obsessed with helping others grow personally, professionally, and financially. Fair warning…I call it like I see it, will challenge you to level up, and promise (quite enthusiastically) to become your biggest cheerleader.
When I became an Advisor over two decades ago, I had no idea what I was doing and it took me what felt like forever to build a strong foundation as an advisor. Once I found my groove, my business started thriving. Here's a hint: I had to embrace and leverage what made me different from others in order to scale, and had to implement repeatable & sustainable strategies to ensure my continued success.
In 2009, I stepped down from my managing director role at a Fortune 100 financial firm and launched my coaching & consulting firm. This allowed me to combine my business strategy expertise, financial acumen, and business development knowledge, with my passion for developing others and championing their growth.
I jokingly refer to myself as a “recovering advisor” and get my energy from helping other advisors and leaders grow THEIR business, THEIR way. By combining an advisor’s unique interests & passions with growth strategies that fit their style, strengths & market, I am able to guide them in crafting and implementing a blueprint that truly allows their practices to scale.
I know how to grow practices & firms....yet, I realize that not every advisor is at a stage to need (or afford) concierge-level private coaching. THIS is precisely why we developed the ADVISOR EDGE GROUP COACHING COLLECTIVE - to bring top-tier coaching to each & every advisor and firm looking to grow!
Are you ready?
