| "Kristin is one of the most progressive thinkers in the area of wealth transfer. As we work to help our clients and client families dream their biggest dreams and match their purpose and passion with the use of their wealth, let us remember to include the fifth asset class, health, as a part of our planning strategy." |
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Barbara Culver
Editor-in-Chief
Journal of Practical Estate Planning |
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| "I’m a hardwired high-achiever. As a CEO who juggles a deep commitment to my family, takes leadership roles in my community, and actively pursues both triathlon and endurance running, I believed I knew what it took to be a high performer. When the bottom fell out of the financial markets, I was forced into the endurance race of preserving my company while honoring all of my commitments—a huge task that left me tapped. Through my work with Kristin, I became aware of what sustainable high performance really is (turns out it’s not about finding the fastest route to the defined goal), and how to take intentional daily action to create it. This coaching process has not only impacted my performance, but it’s touched every part of my business, my family, my athletics, and who I am as a person." |
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Brent Hall
Chief Executive
Pinnacle Capital |
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| "When Kristin and I first engaged in coaching I felt stuck and frustrated. I had a dream of creating non-profit organization, but trying to honor my multiple roles as family member, employee, and owner in our five-generation family business left me with little energy to give my envisioned non-profit a life. Through our work together, I have gotten clear on which “hats” I want to wear in the family business, and I’ve begun to quiet the “noise” that comes with having family money. As a result, I’m defining how I can be a thriving contributor to the family business, while still following my individual dream. I’m now the Executive Director of a budding youth-focused non-profit, I smile at myself—and the world--more, and I feel alive as I continue to courageously take action on my dream." |
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Lacey Books
Executive Director
Social Entrepreneur |
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| "I used to try to hold on to too much. I was keeping a lid on things and the overwhelm was eating me up inside. I didn’t feel like there was any room to actually enjoy what I was doing, let alone think about how I could do it better… or bigger. I expect a lot of myself and the greatest impact of my work with Kristin has been realizing how much greater capacity I actually have when I pay attention to the basics of high performance--sleep, food, exercise, and moderating alcohol. Not only have I gained greater focus and stamina, but through our work together I have shifted my mindset about resisting change and find that I am courageous when it comes to embracing—and even instigating—positive change. I’m a more effective leader for our firm, a better advisor to my clients, and I’m more easily able to “clear the noise” in order to make smart and bold business decisions." |
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Chad A. Williams, CFP®, CPWASM
COO/Managing Partner
Capital Investment Management, Inc. |
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| "I have always been very driven and, after 10 years of working for a corporate financial institution, I knew how to be successful by other people’s standards. But several years and two kids into my independent practice, I found that running my business and my life as I “should” was sucking the joy out of both. By taking my whole life into account, Kristin helped me to re-define what my practice had evolved into, and gain clarity on how I could take focused action to have my practice and my life to balance one another. I have since created a business model that is based on the kind of work I love to do and with a schedule supports my family. More importantly, she has helped me to do it on my own terms. On a very tangible level, I have changed the way that I think, the way that I honor my body and mind, and the possibilities I see. These shifts in perspective have made me more effective and more fulfilled in every part of my life." |
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Shannon Link
Summit Circle Resources |
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| "Kristin is one of those rare presenters who have the ability to transcend both her educational background and her professional discipline to make her message universal. With her deep understanding of the dynamics and mechanics of change, Kristin is able to invite advisors to view their own health as a differentiating business asset, and explore how this shift has the potential to deepen client trust. Through her organized and concise delivery of complex and integrated concepts regarding advisor performance, health, and the client relationship, she is expertly able to deliver powerful and complex material, without a lot of “noise” that confuses the message. " |
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Susan Bradley
Founder
Sudden Money Institute |
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| "When Kristin and I first started working together I felt chronically overwhelmed. I had ideas I wanted to give life to, but didn’t have the capacity to add one more thing to my plate. Every time I thought about taking action on a big idea--like moving my book from my mind to paper--I got tangled up with angst. I now have a deep appreciation for daily practices such as what I choose to fuel my body and mind with, how much sleep I get, and how I oscillate between time in my logical brain, and time in my creative brain. I have deepened and broadened my capacity physically, mentally and emotionally. As a result, I have published three articles in a trade journal, I am the creator of the Thought Driven Action Program for advisors, and I am the author of the soon-to-be published Mindful Money book…. all while maintaining a full-practice!" |
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Tim Belber, JD
Director
Family Wealth Service Group |
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