Thrive as an independent financial advisor

Create a profitable practice, do meaningful work, and live the life you desire.  I’ll show you how.

  • Discover The Powerful Math behind adding $100,000 to your revenue with a relationship marketing system in place!
  • Learn how to better communicate with prospects and clients and eliminate repetitive tasks - even with limited technical know-how.
  • Relieve your "selling" anxiety by getting prospects to TELL YOU that they are eager to get started.

Enter your first name and email for
FREE access this valuable 3-part video series 

100% Privacy.  We will not rent or sell your information.

When I went through the video series, I was thrilled to finally find a marketing program that focused on the "how to" of marketing. Too often, marketing coaches talk theoretically about how to market. Kristin breaks down her powerful system into easy-to-follow steps that even the busiest advisor can implement.

Alan Moore, CFP®
Founder, Serenity Financial Consulting
Co-Founder, XY Planning Network