My Best Tips for the Goal Setting Process

We’re about to start a new year, and for a lot of us, that means setting new goals. I obviously love goals and this whole podcast is about achieving them, but I know it can still feel overwhelming to set realistic and meaningful goals. So, in this episode I share my best tips for setting goals that will support the life you want to live.

Highlights:

2:46 - There are three types of visions: personal, professional and public.

7:11 - Another way to avoid being paralyzed by perfection is to define what success means to you.

13:37 - To brainstorm goals, I identify pillars that are important to me, such as personal, professional, financial, family and health.

15:28 Goal check like you fact check – are your goals meaningful, doable, measurable and specific?

Mentioned in this episode:

Connect with Kristin

Personalize Your Prospecting Process

Next Episode All Episodes Previous Episode

Listen for free

RSS Feed Spotify

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.