Unlock Growth in Your Advisory Practice
Learn the strategies top advisors use to attract and retain their A+ clients.
The Academy provides in-depth content and coaching to help you gain clarity on your target markets as well as to identify and engage your ideal prospects. We teach you the exact strategies our top advisors are leveraging for unparalleled client acquisition, engagement, and retention. We guide you in developing customized systems that work to elevate your practice and teach cutting-edge strategies that allow you to enjoy repeatable & sustainable growth.
The Academy for Financial Advisors is a 6-week self-paced program that is delivered virtually (and available on demand for a full year). Even better - it has a LIVE group coaching component, to ensure you make the most of your experience.
It's the best of both worlds!
Facilitated by Kristin Andree - "The Advisor's Advisor."
Psssst.... Did we mention Kristin is a proud member of the Forbes Coaches Council?
You're in the right place if you are...
...brand new to the financial industry and are ready to create a sustainable plan for client acquisition, engagement, and retention
...a seasoned financial advisor looking for new and innovative ways to attract a constant flow of new clients into your practice
...an advisory firm leader who wants to grow your firm and create one-of-a-kind experiences for your advisors
As a "recovering advisor," I've been at each of these stages and can guarantee you that had I known then the strategies I will teach you in the Academy, things would have been MUCH different for me - I would have scaled BIGGER and FASTER, all while having WAY more fun!
The Academy for Financial Advisors is designed to take the guesswork out of building a thriving & sustainable practice.
By the end of the
Academy for Financial Advisors,
you will have...
Uncovered Your Superpowers: Your "Uniquifier."
You'll have your goals and vision clearly defined so you know exactly what it is you bring to the table and how you bring it - your superpower. And the unique factor that helps you stand out from other advisors, and makes your ideal clients want to work with you.
A plan for how you will attract your ideal clients.
You'll know how to confidently forge your way to ideal client acquisition, by creating a repeatable, sustainable process. We teach you more than a dozen prospecting & business development strategies used by the nation's top advisors, and help you determine what is a fit for YOU.
A plan for how you will serve each of your clients.
We help you clarify what your clients are looking for in their advisor so you can to ensure perfect alignment between you, your clients and how to best serve them. We also cover the importance of client segmentation and help you solidify your "fair but not equal" service and engagement model.
A brand new and exclusive client experience.
Embracing my "Love 'Em Hard" philosophy will be easy when you learn how to create an exclusive client experience for each segment of your client base. You will also uncover a whole new way to attract and engage strategic partners and A+ referrals.
What's inside
Academy for Financial Advisors
A 6-week transformative experience custom built for financial advisors.
Module 1: Know Yourself
Module 2: Know Your People
Module 3: Serve Your People
Module 4: Find Your People
Module 5: Love Your People
Module 6: Embrace Growth
Cookie-cutter approaches to prospecting and client engagement don't cut it anymore.
Relying on conventional "Who do you know?" prospecting methods won't yield the results you need and deserve. Plus - your friends, family and clients absolutely HATE IT!
Times have changed and people are wanting and expecting more when it comes to financial advisors and the services they provide.
Never fear...Your perfect clients are out there looking for you. In our 6-week academy, you'll clarify your ideal client, and learn how to attract and retain them - all while delivering exceptional service.
We'll help you uncover your "uniquifier" (according to the Andree Dictionary 😉).... the unique factor that ONLY YOU bring to the table when it comes to attracting and serving your clients. Added bonus, leveraging your "uniquifier" helps you attract even more prospects - without even trying!
Once you pinpoint your ideal client and identify your superpowers, you'll then create a strategy to find them and keep them. The truth is, finding them is only half the battle. It takes consistency, engagement and connection to retain those clients. In the Academy, I'll teach you more than a dozen of the best prospecting and client engagement strategies in the industry.
Lisa W.
CEO/Founder
Kristin Andree's academy and coaching was truly instrumental in our team's development and business growth. Her well-structured approach provided valuable insights and guidance, contributing to our continued success. A truly beneficial experience and would absolutely recommend to anyone looking to level up their business strategy!
Matt L.
The Academy was just what we needed to jumpstart our firm into a “renewed” focus for moving forward with our business goals. The program was comprehensive and we were able to look at these goals from a new angle. We came away with more focused strategies and a clearer understanding of our clients and prospects. Thanks to Kristin, it was easy and fun!
Catherine A.
The Academy for Financial Advisors was just what we needed to jumpstart CAIM into a “renewed” focus for moving forward with our business goals. The program was comprehensive and we were able to look at these goals from a new angle. We came away with more focused strategies and a clearer understanding of our clients and prospects. Thanks to Kristin, it was easy and fun!
Ashlan R.
I had the privilege of participating in Kristin Andree's Academy, and I must say, it was an incredibly empowering and knowledge-filled experience that left an indelible mark on my entrepreneurial journey. From the very start, Kristin's passion for guiding business professionals towards success was palpable.
You know it's time to do something DIFFERENT
and the Academy for Financial Advisors is the opportunity you have been looking for.
One Time Payment
$1997
OR
3 Monthly Payments of
$777
Just one new client will more than cover your investment in the Academy!
(Although we're sure you'll gain many more.)
You'll get:
> 6 weekly modules
where you'll go in-depth to discover your uniquifier, your ideal client and what they want, and develop a strategy for how to wow them
> 6 live group coaching calls
where you'll meet with Kristin and the group to get your questions answered and receive hot-seat coaching.
> a client acquisition strategy
you can use over and over again to attract the clients you love and who align perfectly with you and your practice.
> a client retention strategy
you can use to wow your clients and that allows you to form a deep connection with them, creating a whole new opportunity for unsolicited referrals.
Plus These Bonuses to Help You
Build a Thriving Practice
$1997 Value
Bonus Courses and Content
In-depth mini-courses and expert interviews with leading industry professionals.
What You'll Get:
- Leveraging LinkedIn: A one-module mini-course
- Leveraging AI: Mini-Course (launching soon)
- Client Gifting Mini-Course: to make a connection with every client
- Client Events Mini-Course: to plan events with your clients throughout the year
- Expert Interviews: on topics such as podcasting, social media, video messaging and more with some of the industry's leading experts
Plus, an exclusive offer to join the Advisor Success Circle, a community for advisors full of content to keep you ahead of industry trends.
THAT'S $6,994 IN VALUE
When you add it all together...
that's a real-world value of almost $7,000.
BUT YOU CAN JOIN THE ACADEMY FOR FINANICAL ADVISORS TODAY FOR JUST...
One Time Payment
$1997
OR
3 Monthly Payments of
$777
Just one new client will more than cover your investment in the Academy!
(Although we're sure you'll gain many more.)
I can't wait for you to join the
Academy for Financial Advisors
Y'all...this is THE OPPORTUNITY you have been craving! I cannot tell you how freakin' excited I get seeing my advisor clients & Academy participants dramatically scale their practices & have fun in the process.
This immersive 6-week self-paced Academy IS IT!!! My promise to you is that you will learn new (compliant) strategies that make “Who do you know?” prospecting a thing of the past! You'll fill your pipeline with endless A+ prospects, and will learn how to genuinely and creatively engage your current clients to kick your client satisfaction & retention into overdrive.
It's time for you to GROW DIFFERENTLY!
Still on the fence?
The Academy for Financial Advisors y is PERFECT for you if you are ready to kiss yucky & difficult prospecting tactics goodbye forever and are ready to attract the perfect clients regularly and effortlessly.
I've been in your seat, and I have also coached some of the top advisors in the country, teaching them the exact tactics you'll learn inside the Academy. They've seen massive growth in their practice....and, so can you!.
ENROLL IN THE ACADEMY FOR FINANCIAL ADVISORS TODAY
One Time Payment
$1997
OR
3 Monthly Payments of
$777
Just one new client will more than cover your investment in the Academy!
(Although we're sure you'll gain many more.)
Meet Kristin Andree, the Advisor's Advisor
I've been where you are. When I became an Advisor over 2 decades ago, I had no idea what I was doing and it took me what felt like forever to build up a strong foundation as an advisor. Once I found my groove, my business started thriving. Here's a hint: I had to embrace and leverage what made me different from others in order to scale.
Through my years of coaching and consulting, I've helped thousands of advisors break through the barriers that kept them stagnant so they could step up, stand out and scale. Now I'm ready to help you do the same.
As a high performance coach, author, speaker, podcaster, and “tell it like it is” business strategist, I am obsessed with helping others grow personally, professionally, and financially. Fair warning…I call it like I see it, will challenge you to level up, and promise (quite enthusiastically) to become your biggest cheerleader.
Let's do this!
