Episode 6

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Published on:

24th Sep 2020

The Friday Ritual

On this episode Kristin talks about her Friday Ritual and how it can affect your mindset so you could build a stronger and more stable business. Friday Ritual is a business improvement practice executed at the end of each week. In it, you’re celebrating your weekly wins, you identify the lessons you’ve learned for that week, as well as identifying priorities for the next week. Kristin shares her experiences with Friday Ritual and how it affected her business.

Episode Highlights

01:55 - Three parts of the Friday Ritual: 1) Weekly wins; 2) Lessons learned ; 3) Intentional priorities for the next week

03:00 - Weekly wins is celebrating the things you’re doing right so you could feel grateful for the things you have

04:00 - Identifying the lessons you’ve learned makes you shift the trajectory of your business by implementing the things you’re doing right and not repeating the mistakes

05:20 - Identifying priorities for next week is creating a plan of execution for the next week. It improves the mindset and sets up the goals for the next week

10:00 - Be consistent with Friday Ritual and the results will follow

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.