Elite Achievement

Episode 75

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Published on:

8th Jun 2023

Redefining Success: Avril Habetz on Embracing Femininity in Business

If you're feeling frustrated and undervalued despite putting in extra effort to overcome unconscious bias and achieve higher leadership, then you are not alone! My special guest is Avril Habetz. Avril is a pioneer in the financial services industry and the first woman to become a Managing Partner at Northwestern Mutual in New Orleans. With over 15 years of experience, Avril has worked her way up from a Managing Partner's Executive Assistant to her current role, leading offices across Louisiana and Mississippi. She is a strong advocate for women in business, sharing her insights on overcoming unconscious bias and building confidence to achieve success.

Highlights:

3:26 - I want to leave a bigger footprint on these communities than I took in.

9:09 - Bringing your authentic self is really important because if you just do it like the person before you did it, nothing’s going to change.

15:04 - Through a coach around accountability and through reflecting and pointing out my successes, and helping me do that, it changed my mindset.

17:40 - Action means a lot to people, and inaction actually speaks louder to people.

22:55 - I lIke a timeline, right? When I delegate, I put it on an agenda for us to follow-up.

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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.