Elite Achievement

Episode 83

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Published on:

12th Oct 2023

83. You Are Only Out When Your Stop Swinging with Elliot Kallen

Do you wonder how a CEO of three different successful companies also has the time to write an Amazon bestselling book? Well, today’s guest Elliot Kallen shares exactly how he did just that. Elliot is the CEO of Prosperity Financial Group; a financial advising group that focuses on their client’s quality of life in retirement. In my interview with Elliot, he explains the most effective way to gain new clients and you’ll walk away from this episode knowing how to develop your own raving fans. Elliot also shares the personal story behind why he started his own charity, A Brighter Day, and a fair warning that it will pull at your heartstrings.

Highlights:

00:05:51 - Shaping your mindset as an entrepreneur

00:08:06 - How Elliot found the time to write his book, Driven

00:09:59 - Ways to keep swinging despite adversity

00:13:40 - How life lessons help build successful companies

00:16:33 - Ways to minimize overthinking

00:17:35 - The four phases of entrepreneurship

00:22:55 - The most effective way to gain new clients

00:25:44 - How to develop your own raving fans

00:28:41 - Ways to grow yourself as an entrepreneur

Connect with Kristin

Course Waitlist

Connect with Elliot

Prosperity Financial Group Website

Elliot’s Podcast

Driven By Elliot Kalen

A Brighter Day Website

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About the Podcast

Elite Achievement

A leadership and execution podcast for financial advisors and firm leaders

Elite Achievement with Kristin Burke

You’re a financial advisor. Your calendar is booked with back-to-back client meetings. You have a vision to grow your firm. You’re not sure if you have the right team in place. You’re holding on to work you know you should be delegating. You want to spend more time doing complex planning and working with your best clients, but you’re still trying to deliver for every client in your book.

At the end of the day, you’re still the one driving the revenue.

Or…

You’re leading a team of financial advisors or a firm. You’re responsible for growth, but don’t produce the results yourself. They come through the people you recruit, develop, and retain. And many of them aren’t traditional employees, which means you’re leading as much through influence as you are through expectations and accountability.

Your calendar is full, but your time doesn’t always feel well spent. You start the day with a plan, and it quickly shifts as people come to you with questions, challenges, and decisions that need your input.

You’re constantly balancing competing priorities. Attracting and bringing in new talent. Launching and developing new financial advisors. Supporting career advisors as they continue to grow. Having difficult conversations when someone isn’t performing. Protecting the culture and keeping everyone aligned to the vision.

At the end of the day, you’re still accountable for the results.

Different roles. Same challenges.

How do you create clarity around your vision and get others aligned to it?

How do you focus on the right priorities when everything feels important?

How do you develop people and hold a high standard of performance?

How do you lead effectively while still driving results?

This is the work of Elite Achievement.

A leadership and execution podcast for financial advisors and firm leaders who are building and scaling a firm and being challenged to lead at a higher level as success becomes less about your individual effort and more about how you lead.

Kristin Burke brings over 20 years of industry experience and works closely with financial advisors and firm leaders as they build firms, develop people, and navigate the challenges that come with growth.

Elite Achievement is about setting a bold vision, executing consistently, and becoming the kind of leader capable of building a legacy.