Advisor Edge™ AI Coaching
Get Kristin's Strategies & Insight... On Demand
Why I Built Advisor EDGE™ | AI CoachingÂ
Over the years, I’ve personally coached hundreds of financial advisors and leadership teams on how to grow practices that are not only successful — but actually enjoyable to run. What I’ve learned is that most advisors don’t need more complexity. They need the right insight, the right strategy, and the right nudge at the right moment.
For years, advisors have told me they wish they could text me a quick question in the middle of the day.
Things like:
• “How should I segment my clients?”
• “What kind of client event should I host?”
• “How do I ask for referrals without sounding awkward?”
• “What should I focus on this quarter to grow?”
That’s exactly why I built the Advisor EDGE™ AI Coaching
It’s your on-demand practice growth coach — trained by yours truly on my strategies, frameworks, philosophy, and decades of coaching advisors on how to build standout practices.
Think of it as having my brain in your pocket whenever you need a strategic nudge
What Makes It Different
Trained on the Same Strategies I Use With Top Advisors
This isn’t generic AI advice.
The Advisor EDGE AI Coaching has been trained on the frameworks, strategies, and insights I’ve developed over decades coaching advisors across the country.
It understands the principles I coach advisors on every day, including:
• our KNOW. FIND. LOVE.™ and Velvet Rope Advisor™ frameworks
• how to identify and attract your ideal clients
• how to segment your book of business and focus on the relationships that matter most
• how to create standout client experiences that naturally generate referrals
• how to position yourself so you stand out in a sea of sameness
• how to grow your practice (and your revenue) — without burning yourself out
In other words, the AI Coaching isn’t guessing.
It’s built around the same thinking, frameworks, and strategies I use when working with top advisors and leadership teams.
And yes — she’s still got my personality, straight-shooting style, and just enough sass to keep things interesting!
What You Can Ask It
Practical Guidance for Growing Your Practice
The Advisor EDGE™ AI Coaching is designed specifically for financial advisors and can help with questions like:
• identifying your ideal target market
• client segmentation strategies
• prospecting and referral ideas
• client experience and retention
• client appreciation events
• niche positioning and messaging
• onboarding new clients
• marketing strategies that actually work for advisors
• how to grow your practice & increase your revenue
Everything is grounded in my core philosophy:
KNOW your people.
FIND your people.
LOVE 'em hard.
Weekly Practice Check-In
Your Built-In Accountability Partner
Each week you can ask AI Coaching to run a short growth check-in with you. It will ask a few strategic questions designed to help you reflect on your progress and refocus on the activities that actually move your business forward.
Questions might include:
• What type of clients did you spend the most time with last week?
• Did any new prospects enter your pipeline?
• What actions did you take to strengthen client relationships?
• What growth activity did you complete last week?
Based on your answers, AI Coaching will help you identify your most important focus for the coming week.
This makes the tool far more than a place to get quick answers.
It becomes a true engagement and accountability partner — helping you stay focused, intentional, and moving forward.
I'M TAYLOR.
Most would describe me as a mother, wife, and small business owner. But in reality, I am so much more than that. And so are you.
Society may put us in boxes, but that doesn't mean we have to stay there. So let's break free from who we think we should be and start living the fulfilling life we deserve.
Join me on a journey of self-love, self-discovery, and unapologetic confidence.
"I use the strategies I learned in this masterclass daily. They help me show up for myself and my family in incredible ways."
Dina Porters
"I love the live practice sessions included in the masterclass! Being able to put what I learned into practice right away was powerful."
Petra Shrew
Simple. Fast.
Ridiculously Helpful.Â
Just ask a question — exactly the way you would ask me during a coaching conversation.
Here are a few examples:
“Help me identify my ideal client.”
“How should I segment my book of business?”
“Give me three ideas for client appreciation events.”
“What should I focus on this quarter to grow my practice?”
The AI Coaching will respond with ideas, frameworks, and practical steps you can implement right away.
You can also ask it to help you create action plans, event ideas, referral strategies, and growth priorities based on where you are in your business right now.
Ready to Try Advisor Edge™ AI Coaching?
Unlimited questions. Unlimited strategy nudges.
Unlimited Access to Kristin's frameworks.
- Unlimited access to the Advisor EDGE™ AI Coaching
- Ask practice growth questions anytime — just like texting Kristin
- Guidance built on the KNOW. FIND. LOVE.™ and Velvet Rope Advisor™ frameworks
- Get help with client segmentation, referrals, marketing, and growth strategy
- Weekly Practice Check-In to stay accountable and focused
- Instant ideas for client events, prospecting, and relationship building
- Practical strategies you can implement immediately
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Save $100 compared to monthly
