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Elite Achievement: Daily Summaries Delivered
by Kristin Burke
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 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, c
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- Yesterday32 min
The Leadership Shift from Advisor to Firm Builder with Sindy Walters
Today we sit down with Sindy Walters to unpack why motherhood pushed her to rethink a solo practice and build a firm that can scale without costing her family life. We dig into what changes when you stop chasing speed, start leading people, and build a culture where feedback and ownership are the norm.Key topics discussed in this episode:• Choosing firm building out of necessity, not ego• Finding values and vision alignment so the work stays fun• Turning conflict into a strengthening force for the team• Taking extreme ownership as the leader and documenting what matters• Designing great meetings with clear purpose and prep• Using EOS to set a 10-year target and reduce decision fatigueFollow Elite Achievement for more conversations on leadership and high-level execution.About SindySindy Walters is a Managing Director at Northwestern Mutual, CEO of Diverse Wealth, and a wealth management advisor with more than 18 years of experience. A proud Venezuelan immigrant, devoted wife and mother, and woman of faith, she leads with purpose, gratitude, and a deep commitment to serving others. Her passion is helping families build lasting wealth, developing leaders, creating opportunities, and building enduring financial planning firms that positively impact generations.Connect with SindyLinkedInWebsiteAbout Kristin BurkeKristin 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 KristinIf 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:WebsiteConnect on LinkedInLinkedIn
- 1 weeks ago40 min
How to Build a Successful Advisory Firm Without Sacrificing Your Life with Sten Morgan
Today we talk with Sten Morgan about building a scalable financial advisory firm without giving up nights, weekends, or family dinners. We unpack the mindset shift from “this is my business” to “I’m an investor,” plus the practical hiring, iteration, and leadership moves that turn friction into growth.Key topics discussed in this episode:• Noticing friction points that show up while scaling and naming what is not revenue generating• Iterating quickly toward “good enough to move on” instead of chasing perfection• Making the producer to CEO shift and finding validation in team wins• Deciding whether leadership fits by watching your energy around risk, growth, and comfort• Involving the right team members early and parking good ideas to avoid dilutionFollow Elite Achievement for more conversations on leadership and high-level execution.About StenSten Morgan, CFP®, ChFC®, is the founder of Legacy, a multimillion-dollar financial planning firm based in Franklin, Tennessee, and the Elite Advisor Network, where he coaches thousands of financial advisors nationwide. Recognized as one of InvestmentNews’ 40 Under 40 at age 30, Sten is also the author of three books: 7 Mindsets of Success, Value First Prospecting, and Wish I Knew That Sooner. He is passionate about challenging conventional thinking and helping financial advisors recognize their value, grow their businesses, and reach their full potential.Connect with StenLinkedInWebsiteAbout Kristin BurkeKristin 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 KristinIf 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:WebsiteConnect on LinkedInLinkedIn
- 2 weeks ago38 min
Think Like a CEO: The Decisions Behind Building a Successful Firm with Gene Farrell
Today we talk with Gene about the real mindset shifts that happen when you go from senior leader inside big brands to CEO of a startup with no safety net. We dig into culture, decision making, and hiring so you can lead with more clarity, move faster with better judgment, and build a team that fits the stage you are in.Key topics discussed in this episode:• Leading inside established cultures versus defining culture from scratch• Building customer-centric and metrics-driven habits as a leadership operating system• Raising the performance bar without losing humanity in tough people decisions• Making faster calls with the one-way door vs two-way door decision framework• How the CEO role evolves from product discovery to revenue, fundraising, and operationsFollow Elite Achievement for more conversations on leadership and high-level execution.About GeneGene Farrell is the CEO of Vanilla, an estate planning platform built for financial advisors. He brings extensive executive leadership experience from companies including Coca-Cola, Amazon, and Smart Speed, where he helped take the company public and grow revenue from approximately $100 million to more than $500 million. In 2021, Gene joined Vanilla as CEO, bringing his experience scaling businesses to an early-stage company with a team of approximately 20 employeesConnect with GeneLinkedInWebsiteAbout Kristin BurkeKristin 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 KristinIf 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:WebsiteConnect on LinkedInLinkedIn
- 3 weeks ago7 min
Elite Insights - What Kind of Practice Are You Building?
Today I challenge the idea that clear revenue goals automatically create a clear business plan, especially when advisors feel disconnected from what they typed into planning software. We explain why a professional vision should be treated as a draft and how that clarity helps you hire, delegate, and build a firm you actually choose.Key topics discussed in this episode:• Why annual planning often turns into numbers without commitment• How our planning approach creates space to envision, reflect, and execute• Why a vision works best as an evolving draft rather than a fixed promise• The difference between a personal vision, professional vision, and public vision• Three models to choose from: advisor-led practice, ensemble, CEO-led firmFollow Elite Achievement for more conversations on leadership and high-level execution.About Kristin BurkeKristin 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 KristinIf 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:WebsiteConnect on LinkedInLinkedIn
- Oct 8, 202640 min
From Advisor To CEO with Leo Kelly
Today we talk with Leo Kelly about what it really takes to move from successful advisor to full-time CEO while scaling a client-first RIA. We dig into hiring, culture, and the hard tradeoffs behind building a platform firm that can grow without breaking client experience.Key topics discussed in this episode:• Building Verdence around the idea that the client is the architect• Hiring people not positions and recruiting for character• Building capacity ahead of growth to reduce stress and protect service• Addressing culture problems quickly without avoiding hard calls• Committing financially, emotionally, and in identity to the CEO role• Leading through market crises by leaning into the hard momentsFollow Elite Achievement for more conversations on leadership and high-level execution.About Leo Leo J. Kelly III is the Founder and CEO of Verdence Capital Advisors, an independent wealth advisory and multi-family office firm based in Hunt Valley, Maryland. He and his partners built Verdence from the ground up in 2017, and the firm now serves business owners, corporate executives, and high-net-worth families.Before founding Verdence, Leo spent two decades in wealth management, first at Merrill Lynch and later as a Managing Director and Partner at HighTower Advisors. That background shaped how he leads today, with a focus on independence, culture, and client-centric relationships.As a founder himself, Leo understands what entrepreneurs face when they build, scale, and sell a company. He hosts the podcast From the Ground Up, where he talks with founders about how they started and what they learned.Connect with LeoLinkedInAbout Kristin BurkeKristin 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 KristinIf 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:WebsiteConnect on LinkedInLinkedIn
- Oct 1, 202610 min
How to Turn Business Planning into Execution
Today I break down why a planning day only works when business planning becomes an ongoing process that starts before the meeting and continues long after it ends. I share how to use vision, reflection, focused priorities, and real accountability so a leadership team leaves with clarity and then actually executes.Key topics discussed in this episode:• Treating business planning as a process rather than a one-day event• Doing deep preparation beyond an agenda to design the right conversations• Reconnecting to vision as an inspiration and alignment tool• Reflecting on results to uncover the real “why” behind progress and shortfalls• Identifying limiting beliefs that shape behavior and reframing them with better questionsFollow Elite Achievement for more conversations on leadership and high-level execution. About Kristin BurkeKristin 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 KristinIf 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:WebsiteConnect on LinkedInLinkedIn
- Sep 24, 202633 min
Team First Leadership with Vaughan Scott
Today we sit down with Vaughan Scott to unpack how a financial advisory firm survives big transitions by putting the team first and hiring people who treat advice as a calling. We dig into practical leadership moves that keep talent for decades, create clear growth plans, and make succession planning feel steady instead of scary.Key topics discussed in this episode:• The origin story behind Axiom Financial Strategies Group and lessons from industry upheaval• Why “team” beats individual heroics in firm growth• How long-term retention is built through care, support, and shared values• Why paraplanners can bridge service and advisory work• Succession planning mechanics, valuation, financing, and early economic clarityFollow Elite Achievement for more conversations on leadership and high-level execution.About VaughanVaughan Scott, MBA, CPWA®, is Co-Founder and Managing Partner of Axiom Financial Strategies Group, an independent registered investment advisor. He has advised family enterprises and entrepreneurs on financial, strategic, transition, and succession needs since 1997. Vaughan is also a professor in practice at the University of Louisville, where he teaches business consulting in MBA and graduate programs, and an instructor with the Family Firm Institute’s Global Education Network. Throughout his career, he has been dedicated to helping families preserve their wealth, capitalize on opportunities, and successfully transition their businesses, wealth, and values to future generations.Connect with VaughanWebsiteLinkedInAbout Kristin BurkeKristin 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 KristinIf 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:WebsiteConnect on LinkedInLinkedInAxiom Financial Strategies Group LLC (“Axiom”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Axiom and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.For additional information, please visit our website at https://www.axiomfsg.com/.
- Sep 17, 20264 min
Elite Insights - Raise The Bar, Then Hold It
Today I share a coaching story from the early days of training new financial advisors and the hard moment when missing expectations led to a contract termination. We explain how raising standards, coaching beyond the minimum, and following through consistently changes performance and culture.Key topics discussed in this episode:• A 75-day onboarding system with three 25-day review periods and clear activity requirements• The pressure and consequences of missing early targets and letting everything ride on the final period• Changing our coaching to focus on surpassing standards, not just meeting the minimum• How repeating expectations early and often improves clarity and execution• Why inconsistent enforcement creates a new standard for everyone watchingFollow Elite Achievement for more conversations on leadership and high-level execution. About Kristin BurkeKristin 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 KristinIf 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:WebsiteConnect on LinkedInLinkedIn
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About 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 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, c
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Frequently Asked Questions
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