Strategic Financial Advisor Coaching On Demand Via Advisor EDGE™ AI Coaching

Get personalized growth advice instantaneously from AI trained on Kristin Andree, CFP®’s frameworks and strategies

March 18, 2026 – My FA Coach, the financial advisor-specific consulting and coaching business powered by the decades of experience and wisdom of Kristin Andree, CFP®, ChFC®, CLU®, will be making that knowledge constantly and instantaneously accessible via Advisor EDGE™ AI coaching. Trained specifically on Andree’s frameworks, strategies and many successful keynotes, this platform allows advisors to get real-time guidance as they are making both day-to-day and pivotal decisions about their practice or firm’s growth.

Unlike generic AI tools that deliver broad, one-size-fits-all responses, Advisor EDGE™ AI Coaching is built specifically for financial advisors and delivers customized insights and strategies around client engagement, segmentation, practice growth, and more. Infused with Andree’s signature sass and straight-shooting style, it feels like having her right there beside you — encouraging, challenging, and coaching you as you build your practice.

“While I wish I could be with each of my advisors at every hour of the day, that’s just not possible, so Advisor EDGE™ AI Coaching is truly the next best thing,” Andree said. “I built Advisor EDGE™ AI Coaching for growth-minded advisors who want better clients and want their practices to stand out in a sea of sameness. It gives advisors the right insight, strategy, and nudge at the exact moment they need it.”

Advisors can use Advisor EDGE™ AI Coaching to ask questions ranging from how to attract more ultra-high-net-worth (UHNW) clients to how to strengthen segmentation, referrals, and client experience, with responses grounded in Andree’s proven ideas, frameworks, and practical next steps. The platform also includes a weekly practice check-in feature, giving advisors an opportunity to reflect on their progress, assess growth activities, and refocus on the priorities that matter most.

For advisors who are not currently part of the Advisor EDGE™ ecosystem, Advisor EDGE™ AI Coaching is available as a standalone subscription for $50 per month with unlimited access. The platform is included at no additional cost for Advisor EDGE™ EMERGE, Advisor EDGE™ ELEVATE, and Advisor EDGE™ EXIT members, who receive either one-on-one or group coaching with Andree.

To learn more about Advisor EDGE™ AI Coaching, go to https://myfacoach.com/aicoaching. To contact Andree about speaking engagements, coaching opportunities or additional assistance, please submit your information at https://myfacoach.com/contact.

ABOUT MY FA COACH

 Led by Kristin Andree, CFP®, ChFC®, CLU®, My FA Coach helps financial advisors identify their best path forward as they grow, scale, and ultimately prepare to exit their practices. Drawing on decades of experience in financial advice, coaching, and leadership, Andree works with advisors and firms through both private coaching and the Advisor EDGE™ Community for group learning and development. Established in 2009, My FA Coach has guided hundreds of advisors and firms toward stronger growth, clearer positioning, and more strategic practice development. Learn more at myfacoach.com.