Episode 43

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Published on:

13th Jan 2022

Achieving a BHAG with Nisu Patel

Hey goal achievers, happy new year! On this episode of Elite Achievement, Kristin introduces us to Nisu Patel who is a Financial Advisor and Growth & Development Director at Northwestern Mutual. Last year, Nisu was honored as one of Northwestern Mutual’s top financial planning advisors in the country. He is the second youngest advisor to achieve this esteemed forum status and is the youngest within his home state of Alabama. 

Today, Nisu gives us some of his best advice when it comes to achieving big goals. He talks about his journey from growing up around small businesses to becoming a successful financial advisor. 

Episode Highlights

03:35 There were a lot of lessons I took away. There were some lessons that I wanted to replicate that I had seen, but then there were also lessons that I observed that I wanted to make sure I avoided as well. 

09:45 In 2021 I went back to being a solo entrepreneur and solo business owner, and that forced me to focus on the most important variables and the variables that drove action in my business. This allowed me to be laser-focused and that laser focus, that kind of dedication, also raised my self-awareness within my business. 

16:30 For me, having faith, trusting the process, having a game plan and believing in what you're doing allows you to be more abundant.

18:40 I think when you're talking about people and surrounding yourself with mentors, it's important to understand who they are and where they're at in life.

21:38 Investing in my business helped me accelerate my goals and timelines, and the growth that I've had. 

31:07 I think it's important to put pen to paper and set deadlines during your thinking time.

33:57 I've got to make sure that I'm feeding my mind good fuel, because whatever we're dripping into our brain, that becomes reality. 

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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.