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

Your personalized entry point into Advisor EDGE

Every new member starts here — with a powerful, focused session designed to set the tone for your experience and ensure you're placed in the right track for where you are in your business.

• Strategic assessment: We’ll walk through your current business model, goals, strengths, and pain points to determine whether EMERGE or ELEVATE is the best fit for you.

• Personalized roadmap: We’ll use this session to look at where you are, where you want to go, and what’s standing in the way — then outline a practical, personalized roadmap to help you move forward with clarity and confidence.

• Clear next steps on maximizing your membership: You'll leave with your top priorities outlined and a clear path to maximize your results inside your EDGE track — from where to start to what to focus on first.

• Immediate connection: You’ll get a feel for the collaboration, energy, and support that defines the EDGE community — and where you’ll thrive within it.

This isn’t just a welcome call. It’s your launchpad into a curated, intentional community, designed to help you grow smarter now & well into the future.

✔ Weekly Live Collab Sessions

High-impact group coaching meets real-time collaboration.

• Interactive, come-as-you-are sessions where strategy meets community

• Bring questions, challenges, or ideas—and walk away with clear next steps

• Hear what's working right now for other growth-minded advisors

• A dynamic mix of coaching, peer insight, and creative problem-solving

• Designed for connection, momentum, and ongoing support

✔ Monthly Strategy Labs

Focused, forward-thinking sessions to sharpen your edge.

• Deep dives into key topics like client attraction, marketing, client experience, operational systems, and scaling strategy

• Led by Kristin and guest experts with real-world insight and results

• Action-focused takeaways to implement immediately in your business

• Built to challenge your thinking and help you lead with clarity

• Replays available for when life gets busy—but you won’t want to miss these live

✔ Weekly Leadership Labs

Real conversations, real strategies — for advisors leading firms and teams.

• Weekly live sessions led by Kristin, exclusively for advisors with leadership responsibilities

• Explore topics like firm growth, team development, recruiting, and culture-building

• Learn what’s working now inside top-performing firms across the EDGE Community

• Designed to support those balancing personal production with leadership

• Leadership-specific section in the member portal with curated tools and playbooks

• Connect with a powerful peer group navigating the same leadership challenges

✔ EDGE Summits (2-3x Annually)

Where ideas, innovation, and inspiration collide.

• Exclusive, members-only virtual gatherings featuring industry leaders and elite advisors

• Strategy, mindset, leadership, and innovation all in one powerful experience

• Access behind-the-scenes insights from successful firms and rising stars

• Collaborative sessions designed to spark breakthrough ideas

• Positioned as tentpole moments to recharge, reconnect, and realign your focus

✔ 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.

Membership Fees:

EMERGE Members - $300/month

ELEVATE Members - $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.