Episode 146

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Published on:

18th Sep 2025

Elite Insights - You Can't Do It All, and That's Your Strategic Advantage

Lauren Oshman, CEO of Vestia Personal Wealth Advisors, shares how tracking her time revealed tasks she was holding onto simply because she always had, not because they matched her CEO role. Her insights show that effective leadership isn't about doing everything but about deliberately choosing where to focus your energy and letting go of tasks that don't align with your highest priorities.

In this episode you will learn how:

• "It's physically impossible to do all the things" - giving leaders permission to be selective with their time

• Creating pie charts to visualize time allocation reveals patterns and misalignments

• Letting go of tasks that no longer match your role frees energy for higher-level work

• The Eisenhower Matrix helps categorize tasks by importance and urgency

• Identifying just three priorities each day protects focus and drives meaningful progress

• Leaders must protect time like the valuable currency it is

• Track your time for 1-2 weeks to discover where you're adding most value

• Ask yourself: "What am I holding onto just because I've always done it?"

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Interested in 1:1 Coaching?

Kristin partners with high-performing financial advisors, leaders, and business owners who are ready to lead with more clarity, focus, and intention.

Clients often come to her with a strong vision, but they aren’t sure how to close the gap between where they are now and where they want to go. Many are navigating a season of growth, stepping into expanded leadership, or realizing they’ve outgrown their current systems and ways of working.

They know they’re capable of more and want a strategic thought partner to help them get there; someone who will ask the tough questions, create space to think deeply, and offer a proven process for turning ambition into meaningful progress.

If this sounds like the kind of partnership you’ve been craving, email meet@kristinburke.com to learn more and connect.

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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.