KRISTIN ANDREE
CFP®, ChFC®, CLU®
Speaker | Strategist | Advisor Growth Coach
Why I Built Advisor EDGE™
I've coached financial advisors for over two decades. During that time, I've watched our industry become louder, faster, and more crowded than ever before. Every day brings another marketing strategy, growth framework, technology platform, podcast, conference, or expert promising the next breakthrough.
The problem isn't that advisors lack information. It's that they're surrounded by too much of it. Most have invested heavily in their education, built successful practices, and worked incredibly hard. Yet many still find themselves overwhelmed by competing advice, chasing strategies that worked for someone else, or wondering why growth feels harder than it should.
That observation fundamentally changed the way I think about advisor growth.
I don't believe most advisors need another playbook. I believe they need clarity. They need someone who can help them cut through the noise, think strategically about their business, and determine which opportunities deserve their time, energy, and attention based on where they are today — and where they want to go next.
That's why I created Advisor EDGE™.
Not as another coaching program, but as a growth ecosystem built around a simple belief: different stages of growth require different strategies. Because there isn't one right way to build a great advisory business. The best businesses are built intentionally — around your strengths, your market, your vision, and the life you're ultimately trying to create.
Everything I teach is designed to help advisors make better business decisions, implement with greater confidence, and build businesses that are not only more successful, but more meaningful to own.
MEET KRISTIN
I'm a recovering financial advisor, former Managing Director for a Fortune 100 financial services company, and founder of My FA Coach and Advisor EDGE™. I've spent my career helping financial advisors and firms build stronger businesses through better strategy — not by chasing every new idea, but by focusing on the ones that create meaningful, lasting results.
Over the years, I've had the privilege of coaching advisors across virtually every major business model and career stage — from emerging advisors building momentum to established teams creating enterprise value and firm leaders developing the next generation of talent. That experience has reinforced one truth: there isn't a single blueprint for success. The advisors who grow the most are the ones who learn to make intentional decisions that fit their business.
Today, my mission is simple: to help ambitious financial advisors cut through the noise, build businesses they're proud of, and create more freedom, impact, and optionality along the way.
WHY I DO WHAT I DO...
I believe this industry is an incredible gift when it’s done right.
Financial advisors have the power to change lives — not just through technical expertise, but through leadership, trust, guidance, and the way they help clients navigate some of life’s biggest decisions. That matters deeply to me.
After decades in leadership and as a credentialed advisor myself, I saw both the opportunity and the problem: far too many talented, high-integrity advisors were being taught to grow by fitting a mold, following someone else’s playbook, or building a business that looked successful on paper but didn’t actually feel like them.
That’s why I stepped down from my Managing Director role at a Fortune 100 financial firm in 2009 and founded The Andree Group | My FA Coach.
I wanted to build something different.
Something that helps great advisors and leaders grow businesses that are more strategic, more profitable, more authentic, and far more impactful. Businesses built around their strengths, their voice, their vision, and the people they are truly called to serve.
Because when advisors grow the right way, everybody wins.
The advisor builds a business and life they actually love.
The firm gets stronger. And most importantly, clients get a better experience, deeper relationships, and the kind of guidance they deserve.
That’s the part I’m obsessed with.
I am relentlessly passionate about helping good, solid, rockstar advisors become even better — more clear, more confident, more differentiated, and more intentional in the way they attract clients, serve them, and scale. I want the best advisors serving clients at the highest level, because that is what elevates this entire industry.
As a CFP®, ChFC®, and CLU®, I bring both industry credibility and real-world understanding of what it takes to grow and scale a successful practice. I jokingly call myself a “recovering advisor,” but the truth is, I still love this business deeply. I love the strategy. I love the psychology. I love helping advisors build something remarkable in a way that feels aligned and sustainable.
And yes, I’m a little sassy. I make coaching and consulting fun. My brain is constantly firing with ideas, strategies, and creative ways to help my clients grow and love their lives more while doing it.
One thing is certain: I will coach you, challenge you, champion you, and cheer you on every step of the way.
This is more than work to me.
It’s a calling.
And I’m all in.
APPEARANCES
WHERE YOU HAVE SEEN KRISTIN
Meet the Team
Home is just outside Atlanta, Georgia, where I'm the proud mom of three loud, funny, fiercely independent daughters.
My oldest is an environmental lawyer living in New York. My middle daughter, a world champion martial artist, is an old soul studying journalism at the University of Georgia with dreams of one day writing for Saturday Night Live. And my youngest, an all-star cheerleader — is about to start her senior year of high school.
They love each other fiercely, despite driving each other completely crazy most days. My greatest hope is that they grow into kind, courageous women who leave the world better than they found it. I imagine that's every parent's prayer.
I'm pretty sure they love me...although they'd probably tell you I'm spectacularly uncool. I remain unconvinced.
My faith is the foundation of my life. It shapes how I lead, how I serve, and why I believe this work is more than a career — it's a calling.
A Few More Things You Should Know About Me:
Water is my happy place. The beach, the lake, or a long bubble bath — I honestly don't care which.
My wardrobe is approximately 99.9% black, and I have no plans to change that anytime soon.
I have a slight obsession with shoes and statement jewelry. Sneakers, stilettos...I'll happily make room for both.
A great glass of wine or a really good margarita can brighten just about any day.
Italy has my heart. If you have favorite towns, hidden restaurants, or vineyards, I'm always looking for my next adventure.
Growing up in the '70s and '80s was pretty incredible. The music, the freedom, the lack of constant technology... I wouldn't trade it.
I hold a second-degree black belt in Taekwondo and somehow found myself standing on the podium with a bronze medal at the 2017 ATA World Championships.
And despite spending a lot of time speaking on stages and recording podcasts, I'm naturally much more introverted than most people expect.
So that's a little about me beyond the business.
Now I'd love to learn about you — and more importantly, how I can help you build the business you've always envisioned.
ABOUT ME PERSONALLY…
ARE YOU A
PODCAST FAN?
I invite you to stop by for a listen. Get to know me and my philosophies.
Ready to join us?
