Firm EDGE™

Scaling Shouldn’t Be Boring. Strategy Shouldn’t Be Cookie-Cutter.

Your advisors don’t need more noise, and they deserve more than check-the-box training and recycled content. They need real support, targeted coaching, and proven resources that meet them where they are — and help them grow from there.


Firm EDGE™ delivers the energy, structure, and strategy your firm needs to grow—with coaching your advisors actually want to show up for.

We combine real-world insight, proven systems, and a people-first approach to help firms like yours unlock better performance, stronger culture, and advisor growth that sticks.

Because when your people thrive, your firm does too.

What’s Included in Firm EDGE™

✔ Advisor EDGE™ Access for All Firm Advisors & Associates

Your team gets immediate access to the full Advisor EDGE™ coaching ecosystem:

  • Full access to the Academy for Financial Advisors: This self-paced program is included for all firm advisors with your Firm EDGE membership and offers everything they need to scale their practices 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.

✔ Onboarding + Ongoing Firm Support

We don’t just give your team access — we help them engage and stay consistent.

  • Firm onboarding support to help you roll out Advisor EDGE effectively

  • Step-by-step advisor onboarding guide for internal distribution

  • Email support for firm leadership and operations contacts

  • Optional quarterly usage updates to help track advisor engagement and adoption

  • Access to curated recommendations for your unique firm goals and segments (ex: creative growth strategies for rising stars, new advisors, top producers, women’s groups)

✔ Community and Collaboration

Advisors won’t just learn from us — they’ll connect with peers from across the country.

  • Built-in collaboration opportunities during office hours and coaching calls

  • Real-time idea sharing and feedback from a community of like-minded, growth-oriented professionals

  • A creative, energized coaching culture your advisors will actually want to be part of

Investment & Customization Options

Want to customize your experience? We offer flexible add-ons including:

  • Private coaching for high-potential or “movable middle” advisors

  • Quarterly leadership coaching for managing partners or field leaders

  • Custom onboarding sessions or advisor training intensives

  • Strategy consulting tailored to your firm's growth goals

Firm EDGE™ is designed to grow with your team — we’ll help you build the right experience to exceed your goals.

Annual pricing starts at $20,000
Includes full Advisor EDGE™ access for all enrolled advisors.
No per-seat fees. No hidden costs. Just real, scalable support.

Let’s build a package that fits your firm and fuels your vision.
Complete the quick contact form and we’ll follow up with a personalized proposal based on your advisor count and goals.