Financial Advisor
Webinar Series
Equip your advisors with NEW strategies
that will help them stand out, thrive, and scale in today's environment.
If 2020 has taught us anything, it's that if you want to continually grow your business, engage clients and prospects, and stand out amongst other advisors, the old school way of doing business is no longer going to cut it. Unprecedented times call for unprecedented strategies.
There has never been a better time to be in this business. Yet, our world is a different place right now, and unless you learn & implement what is working in today's environment, your business will stagnate...or worse, regress.
Our private clients have CRUSHED their 2020 goals, are growing like crazy, and we are here to help your office do the same!
It's time to quit teaching the same tired tactics over and over again, and expecting them to help your advisors scale in today's world. It's time to learn and implement NEW strategies that work in today's environment.
Introducing our NEW....
Advisor Webinar Series
We are pleased to offer freshly developed, cutting-edge content designed to help your advisors grow their practices with industry-leading strategies.
Join us for our 2021 Advisor Webinar Series where we offer personally delivered content to each month! Our live webinars allow advisors to learn new strategies, develop a plan for implementation & accountability, and to get their questions answered in real-time.
Worried you might miss something? Never fear - all webinars will be recorded for you & your team to access at any time, or to use as part of your firm's training curriculum.
Let us help you help your office....
Step Up, Stand Out & Scale
The Advisor Webinar Series Includes:
Monthly Live Webinars
Webinars will be recorded & made available on demand.
Live Q & A
Hosted and facilitated by business strategist,
Kristin Andree.
Bonus Content
Additional topics and on-demand BONUS content - available at any time.
Monthly Webinar Topics:
January
Advisors: Welcome to 2021
What's coming back and what needs to change.
February
The new world of Financial Planning:
What clients expect from their advisor
March
Finding Your Uniquifier:
How to stand out in a crowded marketplace
April
Target Marketing:
What you need to know about your target market
May
Teaming:
Is it right for me?
June
The new rules of prospecting:
Maximizing the short AND the long game
July
Client Communication & Engagement:
How to turn your clients into loyal advocates
August
The REAL way to manage your calendar:
A hard look at where you spend your time & whether that's helping or hindering your growth
September
Putting the 'Social" back in Social Media:
The compliant way to engage.
October
It's about more than referrals:
Developing true strategic alliances
November
Strategic Planning:
Trends & Strategies to embrace for 2022
December
Holidays & Year-end:
Making clients feel special... and getting some biz & intros along the way
Bonus On-Demand Content:
-
Leveraging LinkedIn to Grow Your Practice
-
Client Segmentation: Commonly Overlooked Components
-
Fee-Based Planning: What this looks like across the industry
-
Trends in Insurance Planning
-
Financial Services Recruiting in 2021
-
Creating Systems, Structure & Accountability in Your Practice
Your Investment:
*INCLUDES UNLIMITED ACCESS THROUGHOUT 2021
Your Instructor
Kristin Andree has made it her life’s work to coach, challenge & empower others to lead passion-filled, powerful & prosperous lives.
After a successful career as an advisor and managing director in the financial services industry, Kristin launched The Andree Group - a coaching and consulting firm focused on implementing creative business strategies to help companies and entrepreneurs Step Up, Stand Out, and Scale their businesses while living their lives to the fullest.
Through her coaching, consulting, writing, speaking, and podcasting, Kristin guides others to harness the power of their unique gifts, to stand proud in who they are, to succeed at the highest levels, and to truly live life.
Kristin lives in Atlanta, Georgia, and is an incredibly proud mom of three girls.
