Episode 154

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Published on:

1st Jan 2026

Elite Insights - Before You Set Next Year's Goals: Follow This Process First

Today we break down a simple process for setting goals that match your vision, not by pressure or comparison. By moving through visioning, reflecting, brainstorming, and planning, we show how to turn ambition into consistent action and real momentum.

In this episode you will learn:

• Why pressure-based goals fail

• Four-step framework: vision, reflect, brainstorm, plan

• How to use data and personal growth insight

• The year before the year concept

• Filtering goals by alignment and energy

• Building simple plans with scheduling and tracking

• Staying consistent with focused actions

Goal Setting Success

If you’re ready to set goals you’ll actually achieve, the Goal Setting Success Course will help you do it. This self-paced experience walks you through the same framework I’ve used for years with leaders and advisors to create meaningful goals and a plan that drives real results.

Inside the course, you’ll learn how to:

  1. Clarify your vision for success
  2. Reflect on what worked and what didn’t
  3. Brainstorm strategies with focus and intention
  4. Create a clear, actionable plan for the year ahead

Start the new year with clarity, confidence, and structure.

Listeners of the Elite Achievement Podcast can save $50 with code PODCAST50 at checkout.

Enroll today at kristinburke.com/goal-setting-success-course

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.