Advisor EDGE™ AI Coaching
Get Kristin’s Strategies & Insight… On Demand.
Why I Built Advisor EDGE™ | AI Coaching
Over the years, I’ve personally coached hundreds of financial advisors and leadership teams on how to grow practices that are not only successful — but actually enjoyable to run. What I’ve learned is that most advisors don’t need more complexity. They need the right insight, the right strategy, and the right nudge at the right moment.
For years, advisors have told me they wish they could text me a quick question in the middle of the day.
Things like:
• “How should I segment my clients?”
• “What kind of client event should I host?”
• “How do I ask for referrals without sounding awkward?”
• “What should I focus on this quarter to grow?”
That’s exactly why I built the Advisor EDGE™ AI Coaching
It’s your on-demand practice growth coach — trained by yours truly on my strategies, frameworks, philosophy, and decades of coaching advisors on how to build standout practices.
Think of it as having my brain in your pocket whenever you need a strategic nudge
What Makes It Different
Trained on the Same Strategies I Use With Top Advisors
This isn’t generic AI advice.
The Advisor EDGE AI Concierge has been trained on the frameworks, strategies, and insights I’ve developed over decades coaching advisors across the country.
It understands the principles I coach advisors on every day, including:
• our KNOW. FIND. LOVE.™ and Velvet Rope Advisor™ frameworks
• how to identify and attract your ideal clients
• how to segment your book of business and focus on the relationships that matter most
• how to create standout client experiences that naturally generate referrals
• how to position yourself so you stand out in a sea of sameness
• how to grow your practice (and your revenue) — without burning yourself out
In other words, Advisor EDGE™ AI Coaching isn’t guessing.
It’s built around the same thinking, frameworks, and strategies I use when working with top advisors and leadership teams.
And yes — she’s still got my personality, straight-shooting style, and just enough sass to keep things interesting!
What You Can Ask It
Practical Guidance for Growing Your Practice
The Advisor EDGE™ AI Coaching is designed specifically for financial advisors and can help with questions like:
• identifying your ideal target market
• client segmentation strategies
• prospecting and referral ideas
• client experience and retention
• client appreciation events
• niche positioning and messaging
• onboarding new clients
• marketing strategies that actually work for advisors
• how to grow your practice & increase your revenue
Everything is grounded in my core philosophy:
KNOW your people.
FIND your people.
LOVE ’em hard.
The Weekly Practice Check-In
Your Built-In Accountability Partner
One of the most powerful features of the Advisor EDGE™ AI Coaching is the weekly practice check-in.
Each week you can ask the Concierge to run a short growth check-in with you. It will ask a few strategic questions designed to help you reflect on your progress and refocus on the activities that actually move your business forward.
Questions might include:
• What type of clients did you spend the most time with last week?
• Did any new prospects enter your pipeline?
• What actions did you take to strengthen client relationships?
• What growth activity did you complete last week?
Based on your answers, our AI Coach will help you identify your most important focus for the coming week.
This makes the tool far more than a place to get quick answers.
It becomes a true engagement and accountability partner — helping you stay focused, intentional, and moving forward.
How It Works
Simple. Fast. Ridiculously Helpful.
Just ask a question — exactly the way you would ask me during a coaching conversation.
Here are a few examples:
“Help me identify my ideal client.”
“How should I segment my book of business?”
“Give me three ideas for client appreciation events.”
“What should I focus on this quarter to grow my practice?”
The AI Concierge will respond with ideas, frameworks, and practical steps you can implement right away.
You can also ask it to help you create action plans, event ideas, referral strategies, and growth priorities based on where you are in your business right now.
Who This Is For
The Advisor EDGE™ AI Coaching is built for:
• growth-minded financial advisors
• advisors who want better clients — not just more clients
• advisors who want to build practices that stand out
• advisors looking for strategic guidance without overcomplicating things
If you’ve ever wished you could tap into a coach’s perspective quickly, this tool was built for you.
Pricing
Advisor EDGE™ AI Coaching
Unlimited questions.
Unlimited strategy nudges.
Unlimited access to Kristin’s frameworks.
Financial Advisors: $50 monthly (or $500 annually)
If you’re already a member of our Advisor EDGE™ | EMERGE | ELEVATE | EXIT ecosystem, AI Coaching is included as a member benefit. Check your member portal to access.
If you are interested for AI Coaching access for your entire firm, or in us creating a custom AI Coaching agent for your firm, please connect with Kristin@MyFACoach.com to discuss.
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Disclaimer
Advisor EDGE™ AI Coaching provides educational business coaching guidance. It does not provide financial, investment, tax, or legal advice.
Ready to Try It?
Start asking smarter questions and get better answers about growing your advisory practice.
