Advisor EDGE™

For Growth-Minded Advisors Ready to Play a Different Game

Two tracks. One powerful community.

Welcome to The Advisor EDGE — a transformational coaching and community experience for financial advisors who are ready to grow with clarity, strategy, and a whole lot of heart.

Whether you're building momentum or scaling an already successful practice, this is where you’ll find your edge — and your people.

We’ve reimagined what advisor development should look like:

Not one-size-fits-all.

Not high-volume or impersonal.

Just real input, real strategy, and real support.

That’s why each track is intentionally capped at 100 members — so every advisor is seen, supported, and given space to thrive. This isn’t a program for the masses. It’s a place where your business actually matters.

Two Powerful Tracks to Match Where You Are:

  • EDGE ~ EMERGE – For growth-stage advisors ready to accelerate results, sharpen their strategy, and build a rock-solid foundation.

  • EDGE ~ ELEVATE – For established, credentialed advisors who’ve hit key AUM and revenue milestones and are ready to elevate everything — from client experience to scalable growth to legacy planning.

And as a thank you to our most loyal members, those who remain members for two years, or help us grow the community, unlock exclusive Emeritus Member status — because real growth should be rewarded!

During your private strategy session, we’ll assess which track fits best and welcome you into a curated, growth-minded community of advisors who match your ambition, values, and goals.

This isn’t just coaching.
It’s your competitive EDGE — surrounded by the best in the biz, with a coach who’s built a successful practice, lead a growing firm, and is absolutely committed to growing you and your business.

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

✔ Private 45-Minute Strategy Call

Kickstart your membership with a personalized onboarding session.

  • Personalized strategy: 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.

✔ 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.

✔ A True Community of Growth-Minded Advisors

This isn’t just a program — it’s a high-trust, high-energy group of driven advisors who are building real businesses and showing up for each other along the way.

When you join Advisor EDGE, you're joining a connected, collaborative community built for intentional growth:

  • Real relationships: Connect with fellow advisors you’ll come to know, respect, and learn alongside….this isn’t a faceless membership.

  • Ongoing collaboration: From weekly Office Hours to peer insights, some of the best ideas come from those growing right beside you.

  • Shared wins and momentum: Celebrate progress (big and small) in a space where growth is seen, encouraged, and supported.

  • Collective brainpower: Tap into what’s working right now across firms, markets, and business models—no fluff, no gatekeeping.

  • Built-in accountability: Stay focused, supported, and challenged by a group of peers who are as invested in your success as you are.

Every interaction is designed to create clarity, momentum, and confidence—because you weren’t meant to build your business in a vacuum.

✔ 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.

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.

APPLY & SCHEDULE YOUR STRATEGY SESSION NOW!