Episode 97

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Published on:

23rd May 2024

97. The Mid-Year Goal Check-In: Transform Your Business with Goal Reflection and Strategic Recalibration

Welcome to an episode that's not just about reflection, but a reinvestment in your success story. 

Have you ever wondered why some businesses flourish at the end of the year while others flounder? This episode is your guide to the mid-year check-in for reflection and recalibration, specifically tailored for service-based business owners. I'll walk you through the transformative power of this practice and navigate the four common goal scenarios you might be in, from crushing it to not having set any yet. The mid-year check-in is about recognizing that it's never too late to define or redefine your ambitions! By focusing on your progress instead of just the outcome, I’ll explore how to boost your business's performance as well as your confidence and motivation.

This episode will challenge you to shift your mindset from judgment to curiosity when it comes to your goals, as well as highlight the importance of personal growth. I also share some resources (links available below) to help you plan and prioritize for a successful second half of the year. So, celebrate your wins, no matter how small, learn from your detours, and ensure your efforts are in alignment with your most meaningful goals so you can end the year where you want to be, celebrating what you did achieve.

In this episode, you will learn about:

  • The transformative and empowering practice of reflection.
  • Questions to ask yourself to see if you are on track with your goals, or need to shift gears.
  • Advice on how to deal with the difficulty of reflecting honestly about if you are hitting your goals or not.
  • How self reflection can positively impact your confidence.
  • Giving yourself permission to change your goals.
  • Valuable tools and techniques to implement during your own mid-year check in

Highlights

0:00

Mid-Year Goal Setting and Reflection

9:55

Goal Achievement and Growth Resources

Mid-Year Goal Check-In

Listen to episode 85: All About Goals Part One: How to Set Them 

Apple Podcasts: https://podcasts.apple.com/us/podcast/85-all-about-goals-part-one-how-to-set-them/id1528343421?i=1000634243357

Spotify: https://open.spotify.com/episode/3sdT4xjf444e7x39y7sBkY?si=fa19213391094ca7

Click here to register for the free Zoom masterclass Mastering Prospecting Confidence

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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.