Episode 41

full
Published on:

16th Dec 2021

Advancing Your Career with Nicole Case

On this episode of Elite Achievement, Kristin introduces us to Nicole Case who is a career and leadership coach for women leaders in the corporate world who are looking for a career upgrade. Nicole gives us a lot of amazing advice especially for those women who need help in deciding whether they want to transition in their career. Nicole talks about different topics from boundaries to feeling stagnant in your career, and much more. 

Episode Highlights

02:13 I saw what the conversation was and what corporate executives valued in a leader. I noticed that it was kind of disconnected to what a lot of women thought they needed to get ahead. 

03:46 I noticed that the systems and routines that I had put in place in my corporate job did not necessarily translate to being a solopreneur or business owner. 

08:10 We don’t always give ourselves that grace, as the work that we’re doing as coaches requires a lot of thinking. We’re pouring ourselves into our clients. 

10:30 Make sure you communicate clearly about what your expectations are and what your boundaries are. 

17:03 I think we are all influenced by our upbringing and the values that our parents brought to us. As adults, we have to reflect on whether those are still the values we want to continue to take forward with us. 

19:46 Hitting a plateau is super normal in everyone’s career. 

24:04 Getting feedback is so critical in this stage because we are so deep into our own careers and into our own performance, that sometimes having a third party to give you a different perspective is really helpful. 

30:39 The first thing for you to do as a leader is to ask your team and not make assumptions of what they need. 

36:22 If you want to show up as more authentic in your corporate role, the first thing you need to know is yourself. 

Connect with Kristin 

Instagram

Website

Connect with Nicole

LinkedIn

Website

Listen for free

Show artwork for Elite Achievement

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.