Elite Achievement

Episode 23

full

Published on:

29th Apr 2021

Achieve Your Goals with Five Guest Experts

On this special episode Kristin and her team are taking the highlights from the interviews with five women who coach, inspire and empower others to launch businesses, grow their confidence, achieve the fitness goals, create and implement financial plans and advance their careers.

Jeannie Andresen holds a business coaching program Solopreneur School. Nicole Kalil teaches a course called: This is confidence. Bridget Joy is a CEO and President of Key Life Fitness and Training. Chantel Bonneau is a certified financial planner and author of the book Finding Your Financial Type. Lesle Griessel is trailblazer within her firm and teacher of leadership and growth strategies. They share about mindset, time and strategies needed to launch a business, but also about navigating fear and finding confidence.

Episode Highlights

03:40 – Talking about it is the first step - telling somebody “I’m really thinking about starting my own business”. It sounds so simple, but it’s crucial. Second step is to find somebody who’s done it already. It’s inspiration that you can do it too. Third part is outlining what it looks like.

26:40 – Choose it until you feel it; choose confidence over and over again until the feeling arises.

27:50 – You only have one body. Working out is not just so you can look a certain way, it’s for total health: for mind, body and soul. You can be a best version of yourself. You have to set an appointment and you have to make it a priority.

40:54 – Anything that is worthwhile, takes consistency and takes really good habit. The best habits that I think are important for a financial planner are: spending time to review, and make it foolproof.

48:02 – Any form of a vision is a good form of a vision. The first thing is to find as much clarity as you can. The clearer that vision is, the better - even if it’s something short-term.

Resources

Connect with Kristin:

Connect with: Jeannie Andresen:

Connect with Nicole Kalil:

Women's Work Podcast

Connect with Bridget Joy:

Connect with Chantel Bonneau:

Finding Your FINancial Type Book

Connect with Lesle Griessel:

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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.