Episode 102

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Published on:

8th Aug 2024

102. From Vision to Victory: Achieving Big Goals in the Financial Services Industry with Emily Halal

How does a soccer scholarship, a background in biology and psychology, and an immigrant father's resilience translate into becoming a top financial advisor at Northwestern Mutual? Tune in to this episode of Elite Achievement and uncover Emily Halal's remarkable journey from aspiring physical therapist to financial powerhouse. Within just five years, Emily landed in the top 2% of her company, reaching the prestigious "Forum" milestone by writing $738,000 in risk management premiums. Her story is a testament to the power of hard work, adaptability, and the unyielding desire to make her parents proud.

Emily shares the pivotal moments that shaped her career, including the family values instilled by her immigrant father from Lebanon, which became the bedrock of her work ethic and resilience. Discover how Emily navigated uncertain career waters, shifting from endless job interviews to a thriving financial advising career. Learn about the strategies she employed to build trust, credibility, and lasting client relationships, and how she overcame initial insecurities to achieve significant career milestones. Her insights into perseverance, self-belief, and continuous goal-setting offer invaluable lessons for anyone in a service-based business.

This episode also dives into the importance of movement, nutrition, and daily routines for boosting productivity and maintaining a healthy work-life balance. Emily discusses practical tips on delegation, overcoming setbacks, and maintaining outreach efforts, even on challenging days. From celebrating weekly wins to setting new goals to avoid post-achievement slumps, Emily's journey is filled with actionable advice for achieving both personal and professional success. Whether you're a financial advisor, entrepreneur, or anyone looking to achieve huge professional success, Emily's story will inspire you to push through barriers and achieve your highest aspirations. 

In this episode, you will learn about:

  • Emily Halal's journey from aspiring physical therapist to top financial advisor at her company.
  • The impact a soccer scholarship and background in biology and psychology had on her career.
  • Influence of her immigrant father's values on her work ethic and resilience.
  • Strategies for building trust, credibility, and lasting client relationships.
  • Overcoming insecurities and achieving significant career milestones.
  • Importance of movement, nutrition, and daily routines for productivity and work-life balance.
  • Practical tips on delegation, overcoming setbacks, and maintaining outreach efforts.
  • Celebrating weekly wins and setting new goals to avoid post-achievement slumps.
  • Inspiration and actionable advice for financial advisors and entrepreneurs.

Highlights

  • 0:00
  • Achieving Goals in Financial Advising
  • 3:42
  • Finding Direction through Family Influence
  • 8:34
  • Building Confidence and Achieving Goals
  • 13:22
  • Achieving Forum Milestone in Financial Advising
  • 24:39
  • Women Excelling in Male-Dominated Industries
  • 33:42
  • Financial Goal Planning and Mindset
  • 41:28
  • Health Challenge Motivation and Goal Achievement

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Connect with Emily

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About the Podcast

Elite Achievement
Demystifying the goal achievement process
The Elite Achievement Podcast is for service-based business owners who love to achieve goals. Join host Kristin Burke, who brings over a decade of coaching experience to the show, as she shares proven ideas and inspiration to help you maximize your potential and achieve your definitions of success. You'll hear a mix of solo episodes straight from Kristin as well as guest interviews with experts who de-mystify the goal achievement process. If you are ready to get out of your own way, establish the habits that lead to success, and implement ideas to achieve your dream business, subscribe and tune in every two weeks for new episodes.