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. Sep 10

    What Changes as Your Firm Grows with James Spinelli.

    Today we talk with James Spinelli about how he helps scale Great Valley Advisor Group from a startup into a community supporting 200+ advisors and more than 400 people. We break down what changes as growth accelerates, from hiring and meetings to data, culture, and the hard work of letting go. Key topics discussed in this episode: • Building trust through one-on-one conversations and shared transition experience • The leadership shift after 100+ advisors, managing time and expectations • Creating advisor success and business strategy roles to stay connected at scale • Reinforcing mission and values through department leads and consistent communication • Stepping into the CEO role by getting out of the weeds and upgrading seats • Handling tough people decisions, documenting processes, and avoiding “drag” Follow Elite Achievement for more conversations on leadership and high-level execution. About James James Spinelli is Co-Founder and CEO of Great Valley Advisor Group (GVA), a Pennsylvania-based RIA supporting nearly 200 advisors and managing more than $12 billion in assets. James built GVA from the ground up, growing it from a start-up RIA into a nationally recognized firm focused on helping independent advisors grow, build enterprise value, and achieve true ownership. Before launching GVA, he worked at Comcast Corporation in capital forecasting, financial systems, and operational efficiency. James is also the founder of AdvisorBOB, a fintech platform designed to simplify advisor compensation and business management, which was acquired by AdvicePay in 2025. Connect with James Website 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

  2. Aug 27

    Talent Drives Firm Growth with Carrie Deveney

    Today we talk with Carrie Deveney about why talent is the number one strategy for exponential growth in wealth management and how recruiting becomes a long-term system instead of a last-minute scramble. We break down what top candidates look for today, how equity changes the conversation, and why starting sooner protects clients and increases enterprise value. Key topics discussed in this episode: • Treating succession planning as a competitive advantage for client retention • Shifting recruiting from an event to an ongoing growth strategy • Using training, development, coaching, and mentorship as a clear growth framework • Sourcing next gen advisors through existing relationships and a clear firm vision • Using equity and results-based compensation to attract high performers Follow Elite Achievement for more conversations on leadership and high-level execution. About Carrie Carrie Deveney is Director of Growth at Northwestern Mutual Chicago, where she partners with 11 of the firm’s largest advisory practices to drive growth through leadership, recruiting, succession planning, and advisor development. She helped develop the Pathway to Partnership platform to strengthen talent pipelines and create more intentional career paths for future advisors. As a CFP® professional, Carrie is passionate about helping firms build enduring businesses, maximize enterprise value, and fulfill their promise to clients by developing exceptional leaders and the next generation of financial advisors. Connect with Carrie 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

  3. Aug 13

    How Elite Financial Advisors Build Trust Through Listening with John Gatewood

    Today we talk with John Gatewood about why elite financial advisors win through listening, not knowledge, and how real connection is what motivates clients to act. We break down practical language, coaching habits, and preparation routines that help advisors and firm leaders build trust, clarity, and conviction. Key topics discussed in this episode: • Advisor training crisis driven by high attrition and looming retirements • Communication skills as the true differentiator in wealth management • Data-backed perception gap between how advisors think they listen and how they actually show up • Being interested versus being interesting to deepen trust fast • Empathy and clarification to reach the root issue behind client goals Follow Elite Achievement for more conversations on leadership and high-level execution. About John John Gatewood, CFP®, CLU®, is the founder and Director of Advisor Development at Gatewood Wealth Solutions and author of The Listening Advisor: Winning Loyal Clients Through Authentic Human Connection. During his 45-year career as a financial advisor, John was recognized on Barron’s list of the top 1,200 advisors and earned Top Ten standing at LPL Financial and Forum honors at Northwestern Mutual. After selling his practice in 2021, he shifted his focus to helping advisors master the communication skills that build lasting client relationships. Connect with John Website LinkedIn The Listening Advisor – Building Client Loyalty through Authentic Human Connection 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

  4. Jul 30

    How Authentic Leadership Scales A Financial Advisory Firm with Dustin Corrente

    Today we dig into what it really takes to lead and scale a financial advisory firm, from personal standards and authenticity to the daily habits that shape culture. Dustin Corrente shares the leadership principles behind growing an organization to more than 150 advisors and boosting revenue by more than 400%. Key topics discussed in this episode: • Lessons from golf and sports about leading yourself before leading others • Spotting the gap between “ideal self” and real commitment • Why authenticity and follow-through create trust at scale • Rebuilding a firm from transactional sales to financial planning • Building a bench of future leaders to handle inevitable change Follow Elite Achievement for more conversations on leadership and high-level execution. About Dustin Dustin Corrente is the Founder of Mid-Atlantic Financial Group. With more than 24 years in financial services, he has served as a financial advisor and leader, building a firm that has grown from 72 to more than 150 advisors while increasing revenue by over 400%. Passionate about servant leadership, Dustin is dedicated to developing advisors and helping them build meaningful, high-performing careers. Connect with Dustin Website Connect on LinkedIn 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

5
out of 5
37 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.

You Might Also Like