Elite Achievement

Kristin Burke

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.

  1. 3d ago

    How Socium Scaled To Nearly $5B Through Planning with Scott Underwood

    Today we talked with Socium Advisors founder and CEO Scott Underwood about the moment he decides to either become a real CEO or hire one, then commits to building the leadership skill set. He shares how a planning-first model and serious investment in people help drive growth from roughly $500M to nearly $5B AUM. Key topics discussed in this episode: • Building written comprehensive financial plans so products serve the plan • Creating an organization to deliver high-quality service at scale • Hitting the CEO inflection point and committing to leadership growth • Delegating with clarity so teams get real professional autonomy • Reducing micromanagement to build trust and performance Follow Elite Achievement for more conversations on leadership and high-level execution. About Scott Scott Underwood is the Founder and CEO of Socium Advisors, where he leads with a simple belief: the employee experience drives the client experience. Under his leadership, Socium has grown from an insurance-focused practice into a nationally recognized advisory firm serving individuals, families, and businesses through comprehensive financial planning. Scott began his career with a Northwestern Mutual internship in 1991 and was recognized as a Top 10 Intern for three consecutive years, including one year as the top intern in the company. As the industry evolved, Scott expanded his vision and built a firm centered on partnership, long-term relationships, and exceptional client service. Today, Scott is consistently recognized as one of the top advisors in the country, earning honors such as the Barron’s Top 1200 Advisors award and the Forbes Financial Security Award. He also serves on the Forbes Finance Council. Throughout his career, Scott has remained committed to helping clients navigate complex financial decisions while building a culture where both team members and clients can thrive. Connect with Scott LinkedIn Instagram Website About Kristin Burke Kristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth. Work with Kristin If you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here: Website Connect on LinkedIn LinkedIn

    44 min
  2. Jun 11

    Stop Waiting To Fix Your Team with Claire Myers Vitale

    Today we talk through the moment leaders realize something is off on the team and why waiting usually makes the situation worse for everyone. We lay out a practical way to separate performance issues from role design problems so you can hire, coach, or make a change with clarity. Key topics discussed in this episode: • The hidden team cost of delaying tough conversations • Separating performance problems from culture fit issues • Aligning job descriptions with market compensation • Considering fractional help when revenue cannot support senior hires • Keeping the selection process tight and comparing candidates consistently Follow Elite Achievement for more conversations on leadership and high-level execution. About Claire Claire Myers Vitale is the Founder of Claire Myers Consulting, a Sonoma-based talent firm specializing in wealth management and companies that are in hyper-growth mode. Their mission is simple: Connect businesses with top-tier talent through integrity-driven, fair, and innovative recruiting strategies. Claire spent 10 years with Northwestern Mutual in a recruiting and coaching capacity. She rounded out her tenure with the firm sitting on the Executive Team of Northwestern Mutual San Francisco and serving as their Chief Recruiting Officer. She holds an MBA from Alverno College, is a Master Certified Coach, and is certified in Organization Change Management through Prosci. Claire is also recognized in the Kitces Advisor Services Map. Claire is a proud foster parent and lives in Sonoma, CA with her husband Jon, who is a firefighter, their daughter, and three loving dogs. She also owns a Co-working space downtown Sonoma with another business owner - if you are ever in Sonoma, stop by and say hello! Connect with Claire https://www.clairemyersconsulting.com/ About Kristin Burke Kristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth. Work with Kristin If you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here: Website Connect on LinkedIn LinkedIn

    38 min
  3. May 28

    Resilience For Leaders Under Pressure with John O'Leary

    Resilience is not built in a single moment. It is built through the small choices, habits, and perspectives we return to over time. John O’Leary shares lessons on adversity, leadership, and why the fundamentals we practice every day often matter more than the big moments we remember. • Why asking “why not me?” creates a different response to adversity • How the signals we pay attention to shape the way we lead and think • The role of service and small actions in building belief and purpose • Why leadership fundamentals compound over time About John: John O’Leary is a bestselling author, internationally recognized speaker, and host of the Live Inspired Podcast. After surviving a devastating accident at age nine that doctors believed he would not survive, John went on to inspire millions through his message of resilience, hope, and purposeful living. He has shared his story and insights with audiences around the world, helping individuals and organizations navigate adversity, strengthen mindset, and lead with greater intention. His story has been brought to life in the feature film Soul on Fire. Connect with John Instagram: https://www.instagram.com/johnoleary.inspires/ Linkedin: https://www.linkedin.com/in/john-o-leary-08b2805/ Website: https://johnolearyinspires.com/ About Kristin Burke Kristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth. Work with Kristin If you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here: Website Connect on LinkedIn LinkedIn

    39 min
  4. May 14

    Peter Tiboris on Building a $4 Billion Firm

    Peter Tiboris helps us explore the mental shift from being a strong producer to acting like a CEO who builds a scalable advisory firm. Peter shared with us how to dig into hiring ahead of the numbers, staying relentless on prospecting, and using vision and values to grow Park Avenue Capital into a multi-billion-dollar organization. Key topics discussed in this episode: • The difference between a successful advisor and a true entrepreneur • What changes when a practice becomes a firm • Hiring the right person first and solving payroll after • Prospecting as the foundation that supports risk and growth • Growing as a leader by balancing directness with empathy Follow Elite Achievement for more conversations on leadership and high-level execution. About Peter Peter Tiboris began his career with Northwestern Mutual in 2002 and has grown into one of the top advisors and firm leaders in the industry. He is the co-founder of Park Avenue Capital, one of the largest ensembles at Northwestern Mutual, built through both organic growth and strategic succession partnerships. Peter has been recognized as a Barron’s Top 1200 Advisor and Forbes Best in State Advisor, and ranks among the top advisors in Northwestern Mutual history for career insurance production. He is known for his long-term vision, relationship-driven growth strategy, and ability to build through people. In this episode, Peter shares his perspective on scaling a firm, reinvesting into growth, building leadership infrastructure, and the mindset required to pursue a bold vision. Connect with Peter Website Instagram Facebook LinkedIn About Kristin Burke Kristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth. Work with Kristin If you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here: Website Connect on LinkedIn LinkedIn

    41 min
5
out of 5
36 Ratings

About

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.

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