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.
My private coaching clients can absolutely do that, but I’ve always wished there were a way to make quick, customized strategic support available to more advisors.
So I decided to build something that does just that!
Advisor EDGE AI Coaching gives you a place to ask those questions anytime — and get coaching based on the same frameworks and ideas I use when working with top advisors and leadership teams across the country (this isn’t generic AI answers… it’s REAL insight, strategies, and ideas straight from me!).
You can get real time coaching on 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?”
• “How can I create a more customized client engagement experience?”
• “How do I attract more high-net-worth or ultra-high-net-worth clients?”
That’s exactly why I built Advisor EDGE™ AI Coaching
It’s your on-demand practice growth coach — trained by yours truly on my strategies, frameworks, & philosophy after 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 from other AI Tools
Trained on the Same Strategies I Use With Top Advisors
This isn’t generic AI advice.
Advisor EDGE™ AI Coaching has been trained on the frameworks, strategies, and insights I’ve developed over decades of coaching advisors and leadership teams across the country.
It understands advisors, the industry, and the real-world challenges that come with growing a successful and highly profitable practice.
Everything it delivers is grounded in the same thinking I use every day — from identifying and attracting the right clients, to creating stronger client experiences, to refining positioning, segmentation, growth strategy, and relationship-driven business development.
In other words, it’s not guessing — and it’s definitely not pulling random advice off the internet.
It’s built around the same philosophy, frameworks, and coaching principles I use with top advisors, including KNOW. FIND. LOVE.™ and the Velvet Rope Advisor™ approach.
And yes… she’s still got my personality, straight-shooting style, and just enough sass to keep things interesting.
The Weekly Practice Check-In
Your Built-In Accountability Partner
One of the most powerful features of Advisor EDGE™ AI Coaching is the weekly practice check-in.
Each week you can ask your Advisor EDGE AI Coach 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 you 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? And, how did you find them?
• 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, energized, 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.
The Advisor EDGE™ AI Coaching Concierge will respond with ideas, frameworks, and practical next steps you can implement right away.
You can use it to think through things like client segmentation, positioning, referral strategies, client experience improvements, event ideas, or what to focus on next to grow your practice.
In other words, it’s like having a strategic thought partner available whenever you need a quick perspective or a fresh idea.
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 real-time 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.
I intentionally priced this as a no-brainer subscription for advisors who want quick strategic guidance when they need it.
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. Login to your EDGE Member portal to access.
If you are interested for AI Coaching access for your entire firm, or would like us to create 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 Give It a Try?
Get the strategic nudge, fresh perspective, and practical guidance you need to grow a stronger, more profitable, and more focused practice.
