SIGNATURE KEYNOTE

Get the EDGE™

How Top Advisors Build Practices That Stand Out, Scale, and Create Freedom

Most advisors are working hard… but blending in. In this keynote, Kristin Andree challenges the status quo and introduces her Advisor EDGE™ framework — a modern approach to growth built on the three stages of an advisory practice: Emerge, Elevate, and Exit. As AI gets smarter, clients get more informed, and expectations continue to rise, “being good” is no longer enough. The advisors pulling ahead are thinking differently — getting clear on who they serve, building experiences that stand out, and creating businesses that scale without adding more complexity. This session pushes advisors to think bigger, move faster, and eliminate what doesn’t belong — while offering practical strategies they can immediately apply to attract the right clients, differentiate their practice, and build a business that creates real options. 

SPEAKING FORMATS

Kristin partners with:

• Conferences

• Annual Meetings

• Leadership Events

• Advisor Summits

• Firm Retreats

• Workshops & Strategy Sessions

• Enterprise Organizations

• Growth-Focused Advisor Teams

All sessions are customized to the audience, organization, and event objectives.

WHAT MAKES KRISTIN DIFFERENT

Kristin combines:

• real-world advisor experience

• executive leadership perspective

• modern growth strategy

• emotional intelligence

• direct, engaging delivery

• actionable implementation

A former Advisor & Fortune 100 Managing Director and founder of the Advisor EDGE™ ecosystem, Kristin is known for helping advisors and firms move beyond generic growth strategies and build businesses that are more differentiated, scalable, and aligned.

Let’s Create an Experience Your Audience Will Remember

Whether you are planning a conference, leadership event, advisor meeting, or strategic workshop, we would love to learn more about your audience and goals.