# Kristin Burke
Principales episodios de podcast
Actualizado:
Top podcast episodes featuring kristin burke.
Elite Insights - The Hidden Work Of Great Leaders
Today we unpack the hidden work that drives real leadership results, even when nobody sees it. We share how we protect preparation, think time, and mindset work so our firms run better as they grow.
Key topics discussed in this episode:
• Why outcomes get credit while the setup stays invisible
• Pr…
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, a…
Elite Insights - The Power of Great Questions
Today we step back from “questions as coaching” and treat great questions as one of the most powerful leadership tools we have for clarity, growth, and firm building. We share practical questions we use for weekly and quarterly reflection, plus simple ways to coach, recruit, and plan without jumpin…
Talent Drives Firm Growth with Carrie Devaney
Today we talk with Carrie Devaney 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 s…
Letting Go In Order To Scale 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 …
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 t…
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 planni…
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 ac…
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 ac…
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 th…
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