Episode 49

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Published on:

14th Apr 2022

Breaking the Rules as an Overachiever with Heather Whelpley

Today's Elite Achievement guest is an expert on imposter syndrome and perfectionism. She has inspired thousands of individuals at various companies and conferences across the United States through her keynote speeches and webinars.

Heather Whelpley is a speaker, author, and consultant who helps women let go of other people's expectations and instead make their own rules for life. Heather published her first book An Overachievers Guide to Breaking the Rules in 2020. In this episode, Kristin and Heather dig deeper into topics such as the inner critic vs. the true inner voice, manic mode, how to set boundaries, and much more.

Highlights

06:24 It's always been this balance between self-reflection and outward action. Because I learned through doing both that if I'm completely missing the quiet and the space and the self-reflection, then I can take actions that are not really aligned to who I am, and that true inner voice, and my own values. But if I'm only doing self-reflection, then I'm not learning from others.

08:31 That was certainly true for me that I was trying to prove at least a part of my worth as a human through this external achievement by getting things done, by doing them well, by having them validated by other people.

11:24 So I think the first step in defining what success means to you is starting to unravel what it doesn't mean to you. To understand the definition that you've been given and sifting through what part of that works for you, and what doesn't. Because it's not about throwing it all out the window. It's about looking at it and saying, of what was given to me or what I've learned over the years, what still holds true for me now, and what doesn't hold true for me?

13:43 In every part of my business, even though I was in year one, I still felt like I was behind where I was supposed to be. 

33:16 The problem is, the true inner voice is very strong but it's not always loud. And especially when we aren't used to listening to it, or it's kind of been trained out of us not to listen to it. 

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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.