Podcast

Ep 187: Effective Visioning and Goals with Kristen Burke

- Matt Reiner
 
In this episode of Bridging the Gap, Matt Reiner sits down with Kristen Burke, a goal achievement coach who has dedicated over a decade to helping financial advisors excel through focused clarity and continuous progress. Kristen shares insights from her career coaching hundreds of advisors at a Fortune 200 firm, emphasizing the importance of structured goal-setting and creating spaces for team input to foster ownership and innovative ideas. Kristen discusses the benefits of having quarterly reflections and shorter, outcome-focused meetings that help advisors and teams stay aligned, ensuring steady progress toward ambitious, yet realistic, goals.
 
Kristen’s approach to work-life integration is shaped by her own journey, including her graduate work on the concept of balance for women in the workplace. Recognizing that a “perfect balance” can be unrealistic, Kristen encourages advisors to embrace flexible routines that honor both personal and professional priorities. For her, setting non-negotiable family times, such as taking Sundays off, creates a natural boundary that maintains her personal well-being amid a busy schedule. This approach not only allows advisors to recharge but also fosters stronger, more resilient connections with those closest to them.
 
Throughout the conversation, Matt and Kristen discuss living intentionally and designing one’s career around individual aspirations rather than external pressures. Kristen highlights that meaningful growth starts with self-reflection, often driven by thought-provoking questions that help uncover true desires. Through practices like meditation and gratitude journaling, Kristen has cultivated clarity in her goals, which she encourages advisors to incorporate as they refine their own visions. By integrating these practices, advisors can set a strong foundation for both personal and professional success, leading with purpose and living by design rather than default.
 
Click here to view Kristin’s Goal Setting Success Course.  Please us the promo code PODCAST50 to  get an exclusive offer of $50 off the course! 

Timestamps From This Episode

[12:30] Spot vs. SWOT: Embracing asynchronous reflection helps organizations grow by capturing continuous insights and addressing challenges effectively.

[14:24] Short, targeted meetings boost team alignment and effectiveness significantly.

[19:27] Intentionally choose leaders and advisors to collaboratively build cohesive vision. Accountability is a powerful tool for achieving quarterly goals, like “rocks” in EOS, by tackling mindset and process obstacles. Regular meetings help uncover challenges and improve workflow.

[24:32] Managing daily tasks alongside ambitious goals involves prioritizing key initiatives and effectively allocating time to ensure progress towards long-term visions.

[27:26] Create a life reflecting personal desires, not others’ influences. Guiding individuals to proactively design their lives, even without requests.

[34:19] Thoughtful questions uncover emotions, driving deeper understanding and meaningful actions.

[38:10] Define personal and professional success to integrate effectively.

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Subscribe, rate, and review Bridging The Gap here.   About the Show

Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.

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Host

Matt Reiner, CFA, CFP®

I’ve been fortunate to be around the wealth management business for over 25 years. Along with this, I’m also the CEO of a tech startup. These experiences have given me a bird’s eye view of both the technology and financial services spaces.
Guest

Kristin Burke , Founder and Coach

Kristin Burke's mission is to help others maximize their potential and achieve their definitions of success. As a goal achievement coach, Kristin collaborates with service-based business owners who want to achieve their goals and grow their businesses. Her clients excel with goal clarity, grow their confidence and consistently pursue progress in the direction of their goals. Kristin hosts the Elite Achievement podcast and is a growth and development enthusiast.

Kristin launched her coaching practice after advancing in her corporate career from an intern to a senior level director. During her tenure with a Fortune 100 financial services firm, Kristin coached hundreds of small business owners as they developed and grew their practices. The achievements of the recruits and professionals under her guidance led to setting multiple company records in her organization and throughout the country. She has spoken at numerous annual meetings, regional meetings, leadership clinics and women's summits.

Kristin is married to her high-school sweetheart, Joe, and they have a vivacious 10-year-old, Scarlett. In her free time, Kristin enjoys finding flow through her hot yoga practice, traveling and reading.