Elevating Advisors.

Transforming Firms.

   

FIRM EDGE isn’t just another coaching program — it’s a transformative partnership. We deliver proven strategies, fully customized coaching, and concierge-level support designed to empower your advisors and elevate your firm. With a focus on measurable growth and alignment with your unique goals, FIRM EDGE drives real results, helping your team stand out, scale, and succeed at every level.

 

Coaching | Content | Connections

 

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The Academy for Financial Advisors

FIRM LEVEL

with Kristin Andree, "The Advisor's Advisor"

An innovative content & coaching program designed to help your advisors master client acquisition, gain greater efficiencies, improve retention, and level-up production.

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Real Results for Your Firm

 

Our FIRM EDGE Coaching Program equips advisory teams with the skills, strategies, and tools needed to achieve measurable growth. With proven frameworks and hands-on coaching, we help firms increase client retention, boost revenue, and build a sustainable competitive edge. Whether you're aiming to grow assets under management, deepen client relationships, or empower leaders, FIRM EDGE is your strategic advantage.

 

Through customized content and focused coaching, we guide advisors in clearly defining their target markets and pinpointing their ideal clients. They’ll explore innovative approaches to client acquisition, engagement, and retention — learning how to stand out in today’s competitive landscape.

 

In addition, we collaborate with your leadership team to develop tailored strategies & custom training programs that drive consistent growth, aligning each advisor's strengths with your firm’s business objectives.

 

As part of the program, selected firm advisors will also receive full access to our ACADEMY for FINANCIAL ADVISORS — a comprehensive, self-paced online platform that can support individual advisors or seamlessly integrate into your firm’s broader training and development initiatives.

 

How we Deliver the FIRM EDGE:

Private Content Portal & Academy Access 

Our private member portal provides exclusive access to our proprietary Academy, featuring curated content, courses, and trainings to help advisors develop and implement strategies to scale their practice—and their revenue. With a focus on target marketing, prospecting, and client experience, the Academy offers personalized learning paths and on-demand resources for continuous development. Regular updates ensure your team stays ahead with the latest strategies, helping them STEP UP, STAND OUT, and SCALE as trusted leaders in their field.

 

Advisor Coaching

Each month your firm-selected advisors will have the opportunity to meet with their coach for group coaching. Coaching calls are optional, but HUGELY helpful & informative. Featuring monthly practice development focus areas, these calls are a great time for advisors & team members to ask questions and bounce ideas off Kristin. They will gain incredible insight & get customized coaching usually only available to the nation's top advisors. 

Weekly Office Hour for Custom Coaching 

Our weekly Coaching Office Hour provides the curated group coaching participants with direct access to expert guidance and support. These interactive sessions offer a space to ask questions, troubleshoot challenges, and gain actionable strategies to drive growth and success. Whether it's refining prospecting techniques, enhancing client experience, or tackling specific business hurdles, the Office Hours deliver timely insights and personalized solutions to keep your team focused, motivated, and on track to achieve their goals.

Leadership Concierge

Our program provides a comprehensive suite of leadership resources, uniquely tailored to meet the specific needs of your firm and advisors. We collaborate closely with your leadership team and work directly with your designated point person for development and growth to ensure every resource and coaching session aligns seamlessly with your firm’s objectives. This concierge-level experience goes beyond standard training, offering a true partnership focused on driving impactful, sustainable growth.

 

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A sneak peek inside the
The Academy for Financial Advisors

 

The Academy is one of our most popular online programs, and we make it available to your advisors in a flexible, self-paced format through our FIRM EDGE private member portal. It can also be seamlessly integrated into your firm's training program, complete with customized curriculums, workbooks, and facilitator guides to enhance learning and engagement.

Group Coaching with a Tailored Focus

 

Gain exclusive access to a master coach who brings high-level expertise, tailored strategies, and deep customization for each advisor’s unique strengths, target markets, and goals — this isn’t your ordinary client builder or study group. Each month, your team will experience a dedicated coaching session crafted specifically for your firm’s advisors, focusing on what truly matters to your firm. We start by collaborating closely with your leadership to pinpoint key areas of focus, ensuring each session aligns with your overarching objectives and drives firm-wide success in a way only true coaching can.

Additionally, your team will have access to weekly "Office Hours" with one of our highly skilled coaches for ongoing support and guidance. While participation is optional, these coaching calls are incredibly valuable. Advisors and team members gain insights and receive personalized coaching typically reserved for top-tier advisors across the country. Plus, the built-in accountability and sense of community foster lasting growth and motivation that you simply can’t put a price on!

Plus Bonus Courses & Resources

to Empower Advisor Growth 

(or for you to use in your Firm Training)

Leveraging AI Course

AI is here to stay! Discover how AI can revolutionize an advisory practice.

Leveraging LinkedIn Course

LinkedIn strategies to help advisors attract & engage their ideal clients.

Client Events Mini-Course

An advisor's guide to planning & executing exceptional client events.

Client Gifting Mini-Course

Create an elevated gifting & engagement strategy with memorable ideas to enhance your client & COI relationships.

Expert Interview Series

Exclusive interviews with industry experts on topics such as marketing, podcasting, social media, video messaging and more.

Plus, An Exclusive Offer

A personal invite to join our RISING EDGE - a private community for advisors in their first four years seeking additional coaching to get off to a fast start & grow their business the right way.

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Why Choose FIRM EDGE for Your Firm 

 
 
The FIRM EDGE Coaching Program combines concierge-level support, advanced customization, and industry-leading insights to deliver real, lasting change. Unlike other programs, we tailor our approach to meet your firm's unique needs and goals. Our strategic focus on relationship-building, accountability, and growth means you’ll see results that are as measurable as they are meaningful.

 

Customized Coaching
Tailored strategies for each advisor and leader.
 
Concierge Support
Dedicated support by our master caoches to ensure smooth implementation.
 
Proven ROI
Demonstrated impact on client attraction & retention, practice revenue, firm revenue, and growth.
 

 

Here's what's included in the program:

 
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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 our FIRM ACCESS Programs - to bring top-tier coaching to each & every advisor and firm looking to grow!  


Are you ready?

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Invest in your team

Equip your advisors with the in-depth training & coaching they need to penetrate their target markets and become a magnet for attracting their ideal clients. Leverage the strategies our top advisors are using for client attraction & retention while providing YOUR ADVISORS a second-to-none experience.

You've worked hard to provide your firm with resources to help them build their practices, now let us be a resource to YOU, and give them new strategies to ensure they LEVEL UP! 

 

"If you want to 2X your business, do more.

But, if you're ready to 10X your business... 

DO SOMETHING DIFFERENT!

 

Connect to Learn More!