SIGNATURE KEYNOTE

The Art of Knowing What NOT to Do

Why the smartest growth strategy might be the one you walk away from.

Financial advisors have never had more opportunities, tools, technology, or strategies at their fingertips. So why do so many find themselves working harder, chasing more, and still falling short of the growth they want? Because sometimes the biggest obstacle to your next level of success isn't what you're NOT doing. It's what you keep doing. In this bold, thought-provoking keynote, business strategist Kristin Andree challenges advisors to rethink how they approach growth by exposing three common traps: NOISE (chasing every opportunity), AUTOPILOT (clinging to outdated strategies), and UNCERTAINTY (hesitating to make the decisions that matter). Through candid stories, humor, and practical insights, Kristin shows advisors how to cut through the distractions, challenge what's no longer working, and make more intentional decisions that drive profitability, create greater freedom, and build a business that's truly their own.

ADDITIONAL KEYNOTE & WORKSHOP TOPICS

• Get the EDGE™: Strategies for Sustainable Growth

• Positioning, Differentiation & Attracting Ideal Clients

• Building a Premium Client Experience

• AI, Innovation & Operational Efficiency

• Leadership, Team Development & Accountability

• Business Growth, Scalability & Profitability

• Enterprise Value, Succession & Exit Planning

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.