Ep 89: The Secret to Scaling Without Burning Out

Podcast

In this episode of Financial Advisors Want to Know, high-performance coach and business strategist Kristin Andree shares her proven framework for scaling a financial advisory practice without burning out. Drawing on 30 years of experience helping advisors grow more profitable, purpose-driven businesses, Kristen walks listeners through how to align your growth strategy with your personal goals, streamline operations with technology, and confidently embrace AI to gain an edge.Whether you’re trying to get out of the weeds, expand your team, or prepare your firm for long-term growth, Kristin’s advice will help you shift from survival mode into scalable, sustainable success.

Catherine Tindall, CPA

September 29, 2025

Episode 89: The Secret to Scaling Without Burning Out
Guest: Kristin Andree

In this episode of Financial Advisors Want to Know, high-performance coach and business strategist Kristin Andree shares her proven framework for scaling a financial advisory practice without burning out. Drawing on 30 years of experience helping advisors grow more profitable, purpose-driven businesses, Kristen walks listeners through how to align your growth strategy with your personal goals, streamline operations with technology, and confidently embrace AI to gain an edge.

Whether you’re trying to get out of the weeds, expand your team, or prepare your firm for long-term growth, Kristin’s advice will help you shift from survival mode into scalable, sustainable success.

5 Key Takeaways

✅ Define Your Practice Vision
Decide whether you want a lifestyle practice or a high-growth firm—and align every business decision accordingly. Clear vision fuels strategic scaling.

✅ Identify Your Leverage Points
Use tech, marketing, and people as force multipliers. These are the levers that expand capacity without expanding stress.

✅ Invest Back Into the Business
Rather than pocketing every dollar, reinvest profits into tools, people, and systems that create more time and growth potential.

✅ Embrace AI & Automation
AI isn’t the enemy—it’s the unlock for eliminating bottlenecks, creating better client experiences, and freeing up your brainpower for higher-level work.

✅ Do Something Different to 10X
Incremental growth gets incremental results. If you want exponential results, you need to make strategic, sometimes uncomfortable shifts that break the mold.