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Thursday Post: Kristin Burke Podcast

November 01, 2024

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

Effective Visioning and Goals with Kristen Burke

In this episode of Bridging the Gap, Matt speaks with goal achievement coach Kristen Burke, who shares her approach to helping advisors achieve clear, purposeful growth within their firms and personal lives. Kristen discusses strategies for structured goal-setting, the value of team involvement in creating a shared vision, and the importance of setting boundaries to protect family time. Advisors will gain practical insights on building sustainable success by aligning their professional goals with their personal aspirations.

Jump to this:

[19:27] Intentionally choose leaders and advisors to collaboratively build cohesive vision. Accountability is a powerful tool for achieving quarterly goals, like "rocks" in EOS, by tackling mindset and process obstacles. Regular meetings help uncover challenges and improve workflow.

[34:19] Thoughtful questions uncover emotions, driving deeper understanding and meaningful actions.

The best is ahead!

-Matt