Has your practice reached the level you know it can?
Get the tools & resources needed to rapidly scale your practice, and maximize your time.
Are you ready to build & expand your TOP TIER financial planning practice?
Is your business scaling at the rate you want it to? Is your revenue where you want it to be? Do you find yourself exhausted at the end of a long day, wondering where you could find some extra time to hit the gym or veg out with your family?
Stop letting your business simply happen…it’s time to get intentional with its growth.
Gain access to the cutting edge strategies that will guide you in identifying and better engaging with your ideal clients and prospects. Create a business plan that does more than simply listing out your goals. A plan that guides you in implementing new strategies to ensure your success. Proven strategies, used by the industry’s leading advisors.
Far too many advisors let their practices lead them, instead of being the leader they need to be! Are you one of them? It’s not your fault — too often, it’s that we get so busy IN our practices that we forget to spend time ON them!
That's exactly why we created Top Tier Advisor.
With your membership, a simple click gives you access to EVERYTHING YOU NEED to grow your practice.
BetterĀ manage all the moving parts of your practice and run your business more efficiently & effectively by learning how to:
- Identify & connect with your ideal prospect
- Leverage social media to grow your practice
- Develop an intentional and dynamic client engagement system
- Maximize the performance of your staff and team members
- Increase your revenue & maximize all sources of revenue available to you
- Create greater time efficiencies in business and in life
- Plan for and and create a successful succession plan
- SCALE your business and LOVE your life!
What Top Tier Advisor is all about:
Your membership includes:
Cutting Edge Strategies
Learn what's new in the world of Finance, how to grow your client base, and marketing yourself effectively. These strategies will ensure you stand out in the crowded world of financial advisors.
Monthly Action Items
Each month we take a deep dive into a new topic and provide a carefully curated masterclass, best practices handouts, action plan, and customized social media guide for the month, to better help you stand out.
Private Facebook Community
Our members only group gives you exclusive access to even more cutting-edge strategies, concierge level coaching and guidance, and a community of the industry's leading advisors. Here you will find accountability, tips & techniques, and community!
BECOME A TOP TIER ADVISOR
Join our growing community of Financial Advisors just like you.
Get Access To Exclusive Bonuses
Bonus #1
Get immediate access to the Top 10 Ways to Grow Your Practice course, plus exclusive offers on other courses and programs from Andree Group as soon as they are released.
Bonus #2
Access to a huge library of guides, business templates, website development tips, social media best practices, marketing tips and how-tos on all major areas of your practice.
Bonus #3
A specially curated list of the top resources, vendors, books, supplies and industry experts I use in my own business. I only suggest people, organizations & items I know, like and trust, and update the list often.
MONTHLY
$95
PER MONTH
What you'll get:
- Monthly themes with Best Practices
- Action Plans and Social Media Plans
- Access to a Private Members only Community in Facebook plus access to a growing library of Resources
- Pay monthly, cancel anytime
Meet Kristin Andree
Chief Strategist
After a successful career as an Advisor and Managing Director in the financial services industry, Kristin Andree has taken the knowledge she gained and put her expertise to work helping individuals & corporations on a broader scale.
As a strategic coach, Kristin works with individuals and teams to help catapult their businesses. She develops customized strategies to help you live life on your terms.....while having more success than you’ve ever imagined. She brings her strategies to life as an entertaining and sought after speaker, as well as the author of the book “Don’t Make Me Pull This Car Over: a Roadmap for the Working Mom.” She is a Certified Trainer and a Master Certified Coach.
Kristin & her family reside in Atlanta, GA. She treasures every moment she spends with her three (sometimes wacky & always loud!) daughters: Bailey, Mia and Kennedy. She holds a 2nd degree black belt in taekwondo, and has won a handful of State & District titles in forms, weapons, combat weapons & sparring. Most recently, Kristin took home the bronze medal in sparring in the 2017 ATA World Championships.
Other than time with family and friends, and beating up on people, the beach, music, fashion and great food & drink are sure to put a smile on Kristin’s face!
