Episode 19

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Published on:

18th Mar 2021

All About Communication with Meredith Kasheta

On this episode Kristin talks about one of the most important skills with communication expert Meredith Kasheta. Meredith spent over 15 years in sales and strategic communications.

Meredith is an expert at telling stories, she is a published author, speaker and contributor to various magazines, industry papers, book compilations and conferences. Today, Meredith operates Meeting Meredith Creative, an agency that helps businesses grow their brand through website design, content and strategy.

Episode Highlights

03:50 – Communication is not just speaking one-on-one, but it’s really how we connect with other people – visually, verbally, nonverbally.

07:15 – A brand is a personality.

13:10 – With communication even though you may be more vulnerable in that moment, and you may have to work through things, you can actually resolve it, and it goes away.

18:57 – When you start to ask open-ended questions and give them space to communicate, you can understand that there are deeper problems they’ve been trying to solve.

32:00 – Practice thinking before you speak – when you give people space to talk and truly be heard, you can create a much deeper connection.

Resources

Connect with Kristin 

@meetkristinburke on Instagram and on her website kristinburke.com

Connect with Meredith

Meredith Kasheta’s website

Meredith Kasheta on Instagram

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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.