Episode 64

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Published on:

22nd Dec 2022

Top Business Lessons of 2022

I love reflecting on what I learned and how I grew at the end of each year. It’s so helpful to acknowledge what I did and what I want to focus on going forward. I’m sharing with you my top lessons in my business from this last year, and I encourage you to do the same reflecting in your own work before the year wraps up. The way we achieve goals and continue to grow is by learning from our previous efforts.

Highlights:

1:18  - The most eye-opening lesson I learned was that how I defined success didn’t match how I measured success.

6:41 - I also paused when answering some emails. Do you ever notice if you get disappointing or frustrating news over email that your emotions tend to take over? I frequently broke the productivity rule of “never touch an email twice” and allowed myself to think and process after reading an important email before replying and hitting send.

12:02 - New business conversations create energy and momentum. Consistent outreach sends the message to the universe that you are growing and open for business.

Mentioned in this episode:

Vision Prompts


Connect with Kristin

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Website

Breakout Plan

Personalize Your Prospecting Process

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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.