Episode 85

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Published on:

9th Nov 2023

85. All About Goals Part One: How to Set Them

Today’s episode of Elite Achievement is focused on how to set and achieve your goals. I polled my social media audience and asked them questions surrounding goal setting and the hardest part of achieving their goals – and their responses fascinated me! This episode is meant to give you some guidance around setting goals and provide a reminder that we really do have the answers within ourselves. Effective goal setting requires you to slow down and take the time to reflect. And remember, goal setting is a practice that can be improved over time!

Highlights:


00:03:12 - Where to Start with Goals


00:06:12 - Why Our Vision is a Draft


00:09:08 - How Many Goals to Set


00:11:26 - What Are Categories of Significance and How Many to Have


00:14:23 - How to Pick Which Goals to Work On


00:16:30 - How Do the Goals That You Have Connect to Your Vision


00:17:35 - How Do You Figure Out What Your Ultimate Goal Is


00:18:50 - The Benefit to Writing Your Goals Down


00:20:54 - Keeping Your Goals Realistic and Achievable


00:23:38 - Are You Letting Fear Limit Your Own Potential?


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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.