Kristin Burke
Elite Achievement
Elite Achievement with Kristin BurkeYou’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 t...
Where to listen?
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Episodes
Elite Achievement 3 Year Anniversary 24.08.2023 30:41
It’s Elite Achievement’s third-year anniversary! Join me as I reflect on my personal journey as a podcaster, sharing insights and experiences that have helped small business owners in service-based industries grow themselves and their businesses over the past 3 years. We’ll dive into the significance of taking prompt action and fostering self-assurance, as well as how to nurture growth and maturit...
From Burnout to Boundaries: How Shayla Ackerman Transformed Her Life 10.08.2023 34:24
Have you ever felt like you were sprinting through life, only to crash headfirst into an unyielding obstacle? Shayla Ackerman certainly did. Her story is a heart-wrenching tale of burnout: the kind that no amount of success or hustle could shield her from. But here's the twist: instead of letting burnout consume her, Shayla took a leap of faith and embarked on a journey of self-discovery and heali...
Where Are They Now with Shannon Wiley 27.07.2023 43:12
Are you looking for ways to become a better leader? In this episode, we reconnect with one of our past guests Shannon Wiley who shares her journey to becoming a Managing Director and how she has achieved her goals. Shannon also discusses the importance of creating allies and visibility in leadership roles. Highlights: 2:43 - Tell us what a district is and what a managing director does in financial...
Achievement Mindset: 3 Tips to Reach Your Goals 13.07.2023 14:03
Do you ever feel like you’re stuck in a rut when it comes to achieving your goals? Do you find that you’re telling yourself a story that you can’t do something? If so, you’re not alone. We’ve all been there. However, what if I told you that you can actually develop an achievement mindset and start to make progress towards your goals? In this episode, I share my journey to create a course on goal s...
Reinventing Yourself as an Entrepreneur: Vivian Weyll's Story 22.06.2023 46:15
Do you want to become a successful entrepreneur who can overcome any obstacle with ease? If so, Vivian Weyll has the solution for you. By mastering the power of mindset, you too can join the ranks of resilient entrepreneurs who achieve success through their mental toughness and unwavering determination. Highlights: 11:24 - Why would I take myself, my work ethic, my energy, my talent and build some...
Redefining Success: Avril Habetz on Embracing Femininity in Business 08.06.2023 28:58
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 f...
Unlocking Ambition with Lesle Griessel: Personal & Professional Growth 25.05.2023 40:32
Are you a working mother who also prioritizes personal growth? Do you feel like you've tried everything to achieve your goals, but nothing seems to work? Have you been told to prioritize work over family or sacrifice one for the other? If you're tired of feeling stuck and unfulfilled, it's time to learn real strategies that actually work. Today’s guest, Lesle Griessel, is a powerhouse in the world...
Unlocking Success: 4 Essential Support Systems for Goal Achievement 11.05.2023 16:52
Just when I thought I had to achieve success alone, a twist in my story showed me the power of asking for help. This unexpected realization changed everything, and I discovered the surprising impact that coaching can have on achieving my goals. But what led me to this game-changing discovery for my personal and professional goals? Listen to this episode to find out! In this episode, you’ll discove...
Mastering the Fear of Numbers with Crystalynn Shelton 27.04.2023 31:29
It’s not often that I meet someone who says they love accounting, but today’s guest truly does! When Crystalynn Shelton thought her taxing 70-hour work weeks would never let up, an unexpected opportunity presented itself: a chance to transform her career, and the lives of small business owners, by teaching them the power of bookkeeping. Little did she know this new venture would not only prove suc...
Unlock Authentic Prospecting with Jennifer Hensley: Expert Tips for Growth 13.04.2023 38:05
If you’re in business for yourself, you have sales goals. But that doesn’t mean you always feel confident about how to achieve them. I invited fellow coach Jennifer Hensley onto the podcast to share her best tips for setting your sales goals up for success. She is a sales expert, especially in the financial services field, and I know you’ll feel more confident about hitting your sales goals after...
3 Goal Review Processes That Work 23.03.2023 17:17
We’re closing in on the end of Q1 and that means it’s worth it to review our goals, where we’re at, and what to plan for Q2. I personally find this practice so helpful, so I’m sharing my best tips for a quarterly review process on all of your goals, and how to move past any roadblocks that may come up on the goal achievement journey. Highlights: 4:16 - “Putting pen to paper helps you commit your g...
Leveraging Your Team - Delegating, How to Figure Out What to Focus On with Anne Hill 09.03.2023 32:36
One of the essential keys to achieving your goals is learning how to get support for what you don’t need to do yourself. That means learning how to delegate and what to delegate. So, I invited the owner of Hilltop Operations + Consulting Anne Hill onto the show to teach delegation best practices and how they work best in your business. Highlights: 2:50 - We come in and really help to manage the pr...
Recruiting and Retaining Employees with Dr. Melissa Furman 23.02.2023 39:43
One of the biggest challenges to achieving your goals might be that you can’t achieve them alone…but you’re trying to. Building a team that is on board with your goals and bigger vision can be a huge help in turning them into a reality. But there is a lot to learn when it comes to getting the right people on your team. I talked with organizational development expert Dr. Melissa Furman about the es...
My Favorite Books I Read in 2022 09.02.2023 14:09
Like many others, I set a goal to read more in 2022. Of course, I put measurable, attainable specifications around it so I achieved, and even surpassed, my book goal! Therefore, I wanted to share some of my favorite books from last year and why I loved them. Highlights: 3:46 - Heather taught me about the difference between our true inner voice and our inner critic. I don’t know about you, but my i...
How to Become An Efficient & Effective Reader with Abby Marks Beale 26.01.2023 37:34
How many times have you set a goal to read more books? I have, and last year, I actually surpassed my goal! This was a big accomplishment, so I wanted to bring on an expert to help us understand how to make reading enjoyable, achievable, and efficient. I’m excited for you to hear from Abby Marks Beale about how to do all of that, and transform your relationship to learning through reading. H...
The 4 Characteristics of Goal Achievers 12.01.2023 22:19
I am bringing you some of my best insights for the start of a new year and new goals. Specifically, I want to review the 4 characteristics of goal achievers that I have seen over and over in my career, coaching hundreds of small business owners. These are tried and true traits that, if you adopt them, will have a huge impact on your goal achievement this year. Highlights: 3:16 - Yes, I just admitt...
Top Business Lessons of 2022 22.12.2022 17:45
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...
My Best Tips for the Goal Setting Process 08.12.2022 19:52
We’re about to start a new year, and for a lot of us, that means setting new goals. I obviously love goals and this whole podcast is about achieving them, but I know it can still feel overwhelming to set realistic and meaningful goals. So, in this episode I share my best tips for setting goals that will support the life you want to live. Highlights: 2:46 - There are three types of visions: persona...
Optimize Your Efficiency Levels with Libby Greiwe 29.11.2022 35:46
One of the most important skills to learn as a service-based business owner is how to create and sustain efficient processes that value everyone’s time. I invited an efficiency expert on the show, who has also scaled a successful financial advisory business, to share what works and what doesn’t when growing your business. Highlights: 3:00 - It boiled down to three main things: building simple syst...
Sales Tips & Best Practices 10.11.2022 14:47
I wanted to end our sales series on the podcast by sharing some tips and best practices. So, my team reached out to some successful financial advisors who run their own practices and collectively have 20 years of experience in sales, and asked them to answer 3 questions: What are your best outreach tips for getting a meeting? Once in that meeting, what are your favorite questions to ask to c...
Personalize your prospecting process 27.10.2022 14:52
We’re talking about sales this week because it’s an essential part of hitting your financial goals in your business – and because we all need to become masters at the art of selling if we want our businesses to thrive. I’ve learned that prospecting is a great way to make sales easy and organic in a service-based business. But I didn’t always know the best ways to build great referrals through pros...
Winning Virtually at Sales with Nitya Kirat 13.10.2022 32:18
No matter what business you are in and what your goals are, becoming better at sales is essential to achieve what you are aiming for. I know it might not be your favorite topic, but I’m excited for you to hear from the expert I brought on to learn how to be better at selling virtually, which is the most common method of sales in today’s world. Nitya Kirat has built, delivered, and coached sales an...
Finish the Year Strong 29.09.2022 12:22
We are about to enter Q4 of 2022, can you believe it? As a former marathon runner, I remember each part of that race and how the last quarter was a very different feeling from the beginning. I share some best practices for finishing the year strong mentally and emotionally so that you have the best possible chance of achieving your goals before the year ends. What happens when you choose to run th...
Meet Kristin Burke 22.09.2022 49:54
Welcome to a new season of the show and a behind the scenes look at my journey to becoming a business owner, coach and podcaster! Since we are entering our third year of the show, and we have some great new members of our audience, I invited my good friend and longtime accountability partner Meredith to interview me on the podcast about my story – leaving my corporate job, starting a business and...
Welcome to Season 3 of Elite Achievement! 15.09.2022 3:55
We are starting a new season of the podcast with updated artwork, intentions, and plans to bring you a third powerful season of solo and guest episodes of the show. You'll see new episodes every two weeks featuring coaching from Kristen, perspective from guest experts, and more proven insights and tools to help you achieve your goals as a service-based business owner in your career and personal li...
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