What you'll Get as a Member
Immediate Access to Academy Content
Unlock the full 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.
You're in the right place if you are...
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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. -
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 Academy for Financial Advisors is for you!
As a Memeber of
The Academy for Financial Advisors
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.
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 The Academy for Financial Advisors, 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.
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.
You’ll not only define your ideal client but also create a powerful strategy to find and retain them—together.
The Academy will help you create career-long and career-changing opportunities, empowering yourself 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 Academy for Financial Advisors is exactly what you’ve been waiting for. Join us to unlock new strategies and make a lasting impact in your business!
As a Academy Member, you'll get:
Immediate Access to all Content & Resrouces
From day one, you'll unlock a wealth of knowledge with full access to the Academy course & resource library. Our content is purposefully designed to give you & your team a true competitive edge in every aspect of practice-building.
We look forward to you embarking on this transformative journey.
We'll see you on the inside!
I can't wait for you to join the
Academy for Financial Advisors
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
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?
