Advisor EDGE™

For Growth-Minded Advisors Ready to Play a Different Game

Let’s be real. Most coaching programs feel like the same old playbook, repackaged with a new logo. You deserve more.

Advisor EDGE™ is where strategy meets energy, and growth doesn’t mean sacrificing your personality, passion, or peace of mind. It’s a space designed just for you — the advisor who wants to do things differently, stand out from the crowd, and build a business that feels as good as it looks on paper.

Think of me as your mix of cheerleader, strategist, and accountability partner, all rolled into one. I’m here to help you go after your goals with more clarity, more creativity, and yes, more fun.

Because business should be a little more like Banana Ball: wildly engaging, community-driven, and built to keep people coming back.

This isn’t about fixing what’s broken. It’s about helping what’s great become exceptional. Whether you’re part of a big firm or blazing your own trail, Advisor EDGE gives you the tools, coaching, and community to grow your way.

Who It’s For

Advisor EDGE is for advisors who are:

✅ Committed to growth but want a smarter, more strategic path
✅ Craving structure, support, and real accountability
✅ Tired of winging it and trying to DIY everything
✅ Wanting to build a business that works for them, not the other way around
✅ Looking for fresh ideas, community, and a place where they can be real

Whether you're in a large firm, an ensemble team, or building a solo practice, Advisor EDGE gives you the support you need to grow on your terms.

What’s Included

✔ Advisor EDGE Member Portal

On-demand access to our full library of courses, templates, best practices, and playbooks designed to help you grow smarter and faster.

  • Complete access to all My FA Coach courses: Including LinkedIn for Advisors, Leveraging AI in Your Practice, Client Gifting Strategies, and Planning & Hosting Client Events. Your membership unlocks everything in our training vault — plus every new course we release is automatically included at no additional cost.

  • Full access to the Academy for Financial Advisors: This $997 self-paced program is included with your membership and offers everything you need to scale your practice with confidence and purpose. Designed for established advisors ready to break through plateaus and build stronger, more dynamic client relationships, the Academy connects you with innovative tools and expert guidance in a fully self-paced environment.

  • Key focus areas: Prospecting & client attraction, marketing strategies, AI for advisors, LinkedIn optimization, client experience design, and more.

  • Exclusive content: Interviews with top-performing advisors, firm leaders, and industry experts sharing what’s working right now to grow and scale.

  • Firm EDGE Summits: Access to high-level sessions with renowned speakers and thought leaders on leadership, growth strategies, and innovation in the industry.

  • Always evolving: Fresh courses, playbooks, and best practices are added every month based on real-world trends and proven strategies — all included with your membership.

✔ Weekly Live Office Hours

Drop in, get real-time guidance, and hear what’s working for other top advisors.

  • Interactive coaching: Strategy feedback, idea validation, and problem-solving tailored to your business.

  • Community-driven: A high-energy, judgment-free zone where collaboration fuels momentum.

  • Immediate takeaways: Leave each session with clarity and actionable next steps to keep moving forward.

✔ Monthly Deep Dive Coaching Sessions

Led by Kristin Andree and guest experts with proven industry experience.

  • High-level access: These sessions deliver the same advanced strategies our private coaching clients receive in $2K/month+ retainers.

  • Timely, relevant topics: From marketing and client growth to operational efficiencies and practice management.

  • Access to expertise: Learn directly from advisors and leaders making waves in the industry.

  • Always actionable: Practical strategies you can implement immediately—plus recordings if you can’t join live.

✔ Private 45-Minute Strategy Call

Kickstart your membership with a personalized onboarding session.

  • $750 value included: This call alone delivers the kind of customized roadmap and “pick my brain” strategy that clients pay $750 for as a stand-alone session.

  • Customized plan: We’ll map out your first steps based on your goals, strengths, and stage of business.

  • Clarity & direction: Set priorities and create a clear path to maximize your results inside the program.

Investment: $500/month

If you’re ready to grow with intention, shake up your routine, and finally get the kind of support you’ve been looking for, Advisor EDGE™ is your place.

You’ll gain fresh strategies, real-time feedback, and a tight-knit community of growth-minded advisors who get it. This is where smart moves meet contagious energy—designed to help you grow your business without losing your spark.

Ready to build something amazing? Let’s do it together.