E7: Why Women Advisors Win When They Stop Trying to Blend In with Coach Kristin Andree
Автор: The 20 Percent Collective, LLC
Загружено: 2026-01-16
Просмотров: 149
Описание:
Cathy Curtis, CFP®, sits down with Kristin Andree, founder of My FA Coach, for a candid conversation about what it really takes to build a practice that grows and still feels good to run. Drawing on her experience as a former managing director and longtime industry leader, Kristin shares practical insight on knowing your value, finding the right clients, and letting go of habits that keep advisors stuck.
[04:30] Scaling Without Burning Out
[05:25] Thinking Like a CEO
[06:26] Overcoming Growth Plateaus
[07:37] Building the Right Team
[10:38] Marketing Strategies for Advisors
[14:13] Embracing AI in Financial Advisory
[16:19] How Women Can Stand Out in the Financial Industry
[20:04] Succession Planning Insights
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