WORKSHOPS & KEYNOTES
Energize & enlighten your team with an in-person session by one of the financial advisory world’s top strategists. Offering keynote presentations, as well as half-day, full-day, and multi-day workshops, Kristin Andree will challenge, empower & equip your team with the necessary tools to help them raise their game.
KEYNOTES & WORKSHOPS
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"The Velvet Rope Advisor"
Mastering the Art of Exclusive Client Attraction & Experience
Affluent clients don’t just want service—they expect exclusivity, personalization, and a seamless, high-touch experience. In this dynamic keynote, I’ll show you how to roll out the velvet rope and transform your practice into a first-class concierge experience that attracts and retains high-net-worth clients. From strategic positioning to white-glove service, you’ll discover proven strategies to differentiate yourself, build unshakable trust, and turn VIP clients into your greatest advocates. If you’re ready to elevate your brand, exceed expectations, and redefine the client experience, this session is for you.
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“You’re Not for Everyone”
KNOW your people - FIND your people - LOVE ‘em hard
Trying to appeal to everyone is the fastest way to attract no one. The most successful advisors and entrepreneurs lean into what makes them different—and use that to connect with their ideal clients. In this keynote, I’ll show you how to build a business that feels effortless by aligning your marketing, messaging, and client relationships with who you truly are. You’ll walk away with a clear strategy to attract the right people, deepen relationships, and build a business that feels fulfilling and wildly successful. If you’re ready to stop chasing clients and start attracting them, this session is for you.
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"AI Advantage"
Harnessing Artificial Intelligence to Scale Smarter & Stay Personal
AI isn’t the future — it’s here now, and it’s changing the way advisors work. But technology alone isn’t the answer. In this keynote, I’ll show you how to leverage AI to streamline your practice, personalize the client experience, and fuel business growth — without losing the human connection that sets you apart. We’ll cut through the noise and focus on practical, real-world strategies to integrate AI into your business in a way that saves time, creates capacity, and positions you as a forward-thinking advisor your clients can trust. You’ll walk away knowing exactly how to combine innovation with authenticity to scale smarter and serve deeper.
