Welcome to The Roadmap with host Lee Heisman. In today’s episode, we’re joined by Kristin Andree, co-founder of FA Partners, to explore her journey from advising clients to coaching advisors on scaling successful financial practices. Andree shares her unique approach to consulting, emphasizing the need for personalization over prescriptive models and her mantra of helping advisors find their “unique fire.”
Kristin Andree, who considers herself a “recovering advisor,” stepped away from direct financial advising fifteen years ago to focus on coaching and consulting other advisors. She quickly realized that while many advisors excel in guiding clients, they often lack the skills to grow and scale their practices. Andree’s mission at FA Partners is to equip these advisors with the tools to expand their businesses sustainably. Instead of relying on cookie-cutter solutions, she takes a customized approach that tailors strategies to each advisor’s unique strengths, client base, and business goals.
Additionally, Andree explains that part of her work involves helping advisors improve essential “soft skills” like listening and building relationships, which highly technical professionals sometimes struggle with. She likens her method to identifying what she calls each client’s “unique fire”—the distinct qualities and strengths that differentiate them from competitors. FA Partners itself grew organically, combining the expertise of Andree’s co-founders in coaching and recruiting. This integration allows them to guide advisors on everything from mergers and acquisitions to scaling and rebranding efforts.
With over 60 years of combined industry experience, Andree and her team at FA Partners have built a strong network that enables them to refer clients to partners for specialized expertise when needed. This comprehensive approach provides clients with holistic support across all stages of practice growth, making FA Partners a trusted name in the financial advisory space.
"Know your people, find your people, love them hard. That’s my motto in business, and it’s what drives everything we do at FA Partners." – Kristin Andree.
