Episode 167

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Published on:

2nd Apr 2026

Elite Insights - A New Direction for Elite Achievement

In today’s episode I’m sharing a direction shift I’ve been thinking about for a long time and finally feel ready to say out loud: I’m focusing my work on financial services leaders who are growing and scaling advisory firms. I explain how my coaching evolved from goal achievement to leadership and execution, why focus strengthens impact, and how you can test a niche without treating it like a final decision.

In this episode you will learn:

• Why I’m narrowing my focus to financial services and wealth management leaders

• How my work shifted from goals to leadership, execution, and firm growth

• What I notice in ambitious leaders who need space to slow down and think

• Why “partner” matters and how I blend coaching with consulting

• Common fears about niching down and how clarity strengthens your message

• Practical prompts to identify your niche based on repeat conversations and best work

• How the podcast is evolving plus a short pause to update the show behind the scenes

If you want to know when new episodes are released, make sure you're following the show. You can also join my email list here. If today's insight inspired you, I'd love for you to leave a review in the Apple Podcast app, and let me know what stood out.

Work With Kristin

Kristin partners with business owners and leaders as a thought partner, asking the questions that create clarity, challenge assumptions, and move clients from emotion back into execution.

Learn more about private coaching at kristinburke.com.

Connect with Kristin

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Goal Setting Success Course

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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.