Episode 25

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Published on:

20th May 2021

Achieve Your Most Meaningful Goal

On this episode Kristin shares about her most meaningful goal for 2021, The Elite Achievement Goal Setting Series. She details the series and shares about the behind-the-scenes processes and roadblocks that almost kept her from launching the course. The series is dedicated to women who are in the first few years of owning their business. Kristin describes this series as: course meets workshop meets live coaching. Participants will learn how to go beyond goal setting and how to achieve their goals.

Episode Highlights

01:23 – Kristin’s first course, The Elite

Achievement Goal Setting Series, is officially launched!

11:05 – There is a big difference between the business owners that set

goals and the business owners that achieve the goals they set.

13:03 – There are roadblocks that can prevent us from achieving our

goals if we do not know how to recognize them and work through them.

13:55 – If you have focused time, you can get a tone accomplished in a

15 minute session.

23:58 – Fear does not go away, so we have to constantly learn how to

navigate fear to achieve our goals.

Resources

Connect with Kristin

Instagram

Website  

To learn more and register for the Elite Achievement Goal Setting Series

click here.

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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.