Episode 13

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Published on:

28th Dec 2020

Goal Achievement

On this episode Kristin talks about her favorite topic - goal achievement. She shares the goal setting formula she uses in her business and recommends to her clients. The pursuit of goal achievement is often not glamorous. It’s hard work and commitment. If we want to achieve the goals we’ve set, we need to let go of limiting beliefs. Set your meaningful goals for 2021 and achieve them with Kristin’s help.

Episode Highlights

03:05 - Break your goal setting into three parts: reflecting, brainstorming and planning

03:30 - Reflecting on your long-term vision ensures that it still energizes you and resonates with you

11:20 - To brainstorm goals, Kristin outlines important categories to her: personal, professional, financial, family and health

13:50 - Narrow the goals in each category to: meaningful, doable, measurable, and specific goals

16:50 - Vague goals will likely lead to vague results

18:20 - Rate the goals you’ve listed on a scale 1-5. Once you’ve identified your most meaningful goal, start planning on how to achieve them

Resources

Connect with Kristin @meetkristinburke on Instagram and on her website kristinburke.com

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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.