Mastering Goal Achievement in Wealth Management with Goal Setting Coach, Kristin Burke
In this episode of the 'Kick It Open' podcast, hosted by Shelby Nicholl, Kristin Burke, a goal achievement coach, shares valuable insights into setting and achieving goals for 2025. The conversation centers around two pivotal questions for goal setting: 'What do you want more of?' and 'What do you want less of?' Kristin discusses her journey in wealth management, her transition to coaching, and the importance of clarity, confidence, courage, and consistency in achieving goals. She provides practical advice on creating a goal achievement plan, setting accountability measures, and overcoming fear and limiting beliefs. The episode concludes with actionable takeaways for goal setting and information on Kristen's goal setting course.
0:00 Coming up...
0:34 Introduction and Meet Kristin Burke
2:30 Kristin's Journey in Wealth Management
5:47 The Four Characteristics of Goal Achievers
8:42 Finding Clarity in Goal Setting
10:42 Creating a Goal Achievement Plan
13:47 Balancing Work and Personal Life
18:08 Commercial - Ad
18:46 What Does a Goal Achievement Plan Look Like?
21:15 Metrics and Measurement for Success
24:50 The Importance of Accountability
28:16 Overcoming Fear and Resilience
30:02 Two Practical Takeaways
31:34 Rapid Fire Questions
33:22 Conclusion
About this podcast:
If you're a woman in wealth management (or any male-dominated industry), this podcast is for you. Muriel Siebert (first woman member of the NYSE ) said, "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.” After decades of sluggish progress, it’s time for us to kick the door open on women’s success.
Produced by Shelby Nicholl.
Edited by Aaron Sherman.
Marketing by Sabrina Portnoy.
Graphic Design by John Gallagher.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll
License code: EV5ON7Y3CSESDSEU