Elite Achievement

Episode 28

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Published on:

1st Jul 2021

Taking Calculated Risks with Sara Samuels

In this episode of Elite Achievement, Kristin welcomes Sara Samuels. Sara is a former practicing attorney turned Wealth Management Advisor who specializes in working with emerging affluent professionals and business owners. Sara's mission is to reduce economic vulnerability and build enough wealth for her clients to live their very best lives now and in the future through financial inspiration. Sara and Kristin talk about taking risks, the importance of advocating for yourself, and how to succeed in a male-dominated career. Money is about confidence. Taking calculated risks is also about confidence. But how to grow confidence, and what it means to be a financial inspirer? Listen to this podcast and be inspired.

Episode Highlights

05:46 – Without a solid foundation there can be: 1) significant anxiety; 2) if you do not feel you have a place at the table financially, you may not feel like you have a place at the table professionally; 3) because this isn’t something that’s taught in school, it can feel very foreign.

08:52 – Calculated risk is being informed about the potential obstacles and the opportunities in a situation and eventually just moving forward – a leap of faith at some point. The risk with research.

17:58 – Confidence is more about self, and feeling self-worth, and feeling worthy and deserving of what we’re given, what we have, and what we strive for.

23:22 – Guys make more half the time because they ask for more because they feel they deserve it.

27:45 – Advocate for yourself in your career, heavily in your finances. If you don’t ask, you’ll never receive. And lay a strong foundation. Understand your benefits.

Resources

Connect with Kristin

Connect with Sara

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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.