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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“Get the EDGE™”
For advisors ready to stop blending in and start standing out
In a faster, louder, more AI-powered industry, the advisors who win are not simply working harder. They are gaining clarity on who they serve, differentiating how they serve them, and building businesses with greater scale, value, and optionality.
Built around Kristin Andree’s signature Advisor EDGE™ framework — Emerge, Elevate, Exit — this keynote gives advisors a fresh lens on what it really takes to grow in today’s environment. Attendees will be challenged to think bigger, move faster, sharpen their craft, and stop relying on outdated growth strategies that keep them stuck in a sea of sameness.
With practical insight, real-world examples, and a bold call to action, Get the EDGE™ equips advisors to attract the right clients, create a standout experience, and build a more differentiated practice with a stronger foundation for the future.
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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.
