Episode 42

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Published on:

30th Dec 2021

Top Lessons of 2021

On the last episode of Elite Achievement for 2021, we are diving into the top lessons Kristin learned throughout the year. Reflecting is a critical element in the goal-setting process. It’s important to keep in touch with what you’ve learned as well as the habits and behaviors you want to let go of. 

Tune in to this insightful episode and learn from Kristin as she shares what has helped her grow personally and professionally this year. Make sure to look back and think about your own habits and behaviors that helped you evolve throughout 2021 so you’ll be able to take them with you for the coming year.

Episode Highlights

03:01 I’ve learned a long time ago that intentionally pausing is really helpful for me to get clear on what I’m doing and why I’m doing it. 

03:55 Sometimes we can get so caught up in what we didn't achieve that we lose sight of the bigger picture.

05:39 By brainstorming to get this process going, I removed the pressure of figuring it all out at once and I gave myself dedicated time to get clear on what I really wanted to create. 

07:17 Learn to recognize the difference between push and flow. 

09:09 In order to remain in flow, I'm learning to lean into my intuition more. I'm learning to trust myself more. I'm learning I need to stop looking outside of myself for answers, and start looking within for what works for my business.

13:52 Once I realized that the people I hire have more time and the skillset to complete the task I'm hiring them for, it really helped me embrace delegation. 

18:28 I know for me that business development alleviates stress and anxiety.

21:46 I encourage you to shift your perspective of tracking and move away from shame and judgement, and move towards perspective and understanding.

23:30 You can also make changes to leading indicators. If you're tracking them and you see you're not getting the results, you can start to pivot and make changes.

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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.