WORKSHOPS & KEYNOTES
Inspire your advisors to think bigger and lead differently with a dynamic in-person session from one of the industry’s top strategists. From powerful keynotes to immersive half-day, full-day, and multi-day workshops, Kristin Andree delivers unforgettable experiences that challenge, empower, and equip your team to operate at their next level.
KEYNOTES & WORKSHOPS
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"The Velvet Rope Advisor"
Stand Out or Blend In: The New Rules for Advisory Growth
Most advisors chase growth the hard way — more activity, more noise, more hustle. But the advisors who scale sustainably do something radically different: they curate an experience so memorable and intentional that their ideal clients step forward on their own.
In this powerful keynote, Kristin brings the message to life with an unforgettable Velvet Rope demonstration, showing exactly what it looks like to create exclusivity that attracts, not repels. Your audience will learn how to identify their A+ clients, elevate every touchpoint, and build a practice that becomes a destination — not a commodity.
Perfect for firms and advisor groups wanting to sharpen their brand, deepen loyalty, and stand out in a crowded marketplace.
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“Beyond the Bubble”
How Elite Leaders Create Next-Level Growth
Most firms operate inside an invisible bubble — built from outdated processes, internal thinking, and “the way we’ve always done it.” But everything leaders want — innovation, growth, elite talent, stronger culture — exists outside that bubble.
Through a bold on-stage visual (yes, she actually pops the bubble), Kristin challenges leaders to rethink how they build teams, how they inspire change, and how they create environments where advisors can truly thrive. This keynote gives firm leaders permission to disrupt the old model and lead with clarity, courage, and vision.
Ideal for managing partners, leadership teams, boards, and firm-level events.
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"AI Advantage"
Harnessing Artificial Intelligence to Scale Smarter & Stay Personal
AI isn’t the future of advising — it’s the present. But the advisors winning right now aren’t using AI to replace the human connection; they’re using it to amplify it.
In this keynote, Kristin cuts through the hype and shows advisors how to blend innovation with intention. Through powerful examples and clear insights, the audience will learn how AI can elevate personalization, strengthen communication, and create the capacity needed to deepen relationships and accelerate growth.
Attendees leave with a bold, modern vision of what’s possible when technology and humanity work in harmony — and how AI becomes an unmistakable edge in a rapidly shifting industry.
BOOK KRISTIN
Whether you’re planning a conference keynote, firm event, or leadership retreat, let’s create a transformational experience for your audience — the advisors and leaders who need fresh ideas, renewed energy, and the mindset to grow in today’s changing environment.
Contact us to inquire about availability and custom programming.
