Elite Achievement

Episode 132

full

Published on:

19th Jun 2025

Elite Insights - The Power of A Quarterly Review with Your Team

Quarterly team reviews are essential for high-performing teams, strengthening relationships, clarifying priorities, solving problems, and celebrating progress. Mid-year is the perfect opportunity to pause with your team and assess what's working and what needs to shift for the rest of the year.

In this episode you will learn how:

• Quarterly reviews build relationships by helping team members connect beyond their roles

• When people feel connected, they become more engaged, accountable, and collaborative

• Reviews clarify priorities through reflection on past work and planning for the future

• A simple agenda includes reflecting, checking progress, planning ahead, and brainstorming

• Celebrating progress builds momentum and reinforces the impact of everyone's work

• Schedule reviews before team meetings so you enter with focus and clarity

• They save time in the long run by creating alignment and making future meetings more efficient

Mid Year Goal Check In

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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.