What if the key to fulfillment and achievement lies not just in setting goals, but in crafting a living vision that evolves with you? Join us on this episode of Elite Achievement as we unravel the art of effective goal setting. You’ll learn to harness a four-step process — visioning, reflecting, brainstorming, and planning — that will guide you to reflect on past achievements, create a roadmap for the future, and align your goals with your vision. This episode promises insights that bridge the gap between dreaming and doing, enabling you to set clear, measurable goals that light the way to a successful new year.

As we explore powerful strategies for growth, discover how celebrating your accomplishments, understanding their root causes, and identifying areas for improvement can illuminate your path forward. We'll guide you through brainstorming big dreams and refining them to align with your personal vision, ensuring motivation and clarity as you progress. You’ll also learn the importance of regular check-ins and the power of immediate action. Step into the new year with renewed purpose, ready to take action and make lasting changes in your life. 

In this episode, you will learn about:

• A Four-Step Goal-Setting Process: Learn the steps of visioning, reflecting, brainstorming, and planning to create a roadmap for success.
• Crafting a Living Vision: Understand how to develop a dynamic vision that evolves with you over time.
• Celebrating and Learning from Achievements: Discover strategies to reflect on past accomplishments, identify their root causes, and pinpoint areas for improvement.
• Refining Big Dreams: Learn how to align your aspirations with your personal, professional, and public visions for clarity and motivation.
• The Importance of Check-Ins: Explore the value of regular progress reviews and the impact of immediate action.
• Practical Tools for Success: Gain access to resources like the breakout plan and vision prompts to help you stay on track.
• Starting the Year with Purpose: Equip yourself with strategies to set measurable goals and take actionable steps for lasting change.

Highlights

7:31

 Effective Goal-Setting Strategies and Planning

18:37

Closing the Gap in Goal Achievement

MAKE 2025 YOUR BREAKOUT YEAR WITH THE GOAL SETTING SUCCESS COURSE – CLICK HERE TO LEARN MORE OR REGISTER NOW

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Breakout Plan

Dr. Pensiri Oden joins us to reveal the crucial role that mental health plays in the lives of high achievers and community leaders. Can understanding your mental health truly prevent burnout and enhance well-being? Discover how Dr. Odin's insights, drawn from years of experience with college students and expats, suggest that caring for yourself is not only for your benefit, but the benefit of your entire community. This episode promises to reshape how you view the pursuit of success, especially as the year comes to an end.

The fine line between being prepared and doing well versus burning yourself out is clearer than ever when you understand the pressure performance curve. We discuss how stress can be a double-edged sword, boosting performance until it doesn’t. Dr. Odin also teaches that recognizing the signs of strain is critical, such as disproportionate emotional reactions and impaired cognitive flexibility. This conversation likens mental recovery to physical recovery, emphasizing the necessity of rest to maintain optimal functioning. Learn how to navigate achieving goals with nurturing relationships, using anecdotes and personal experiences to highlight the balance required between ambition and connection.

We explore how defining personal success and core values can guide achievers to make decisions that prevent burnout. By sharing strategies for how to shift towards a growth mindset and the proactive role of counseling, Dr. Odin offers listeners a toolkit for self-awareness and personal growth. As we wrap up, practical strategies for maintaining balance while striving for success are highlighted, encouraging weekly reflections to celebrate achievements and set priorities for ongoing progress. 

In this episode, you will learn about:

Mental Health and High Achievement:

• The connection between mental health, burnout prevention, and enhanced well-being for high achievers and community leaders.
• Viewing self-care as a form of service to others and your community.

Stress and Performance:

• The pressure performance curve: how stress can both boost and hinder productivity.
• Recognizing signs of strain, such as emotional reactions and cognitive rigidity.
• The importance of mental recovery, akin to physical recovery, to maintain peak performance.

Balancing Ambition and Connection:

• Strategies for aligning personal goals with nurturing meaningful relationships.
• Anecdotes and insights on finding balance between ambition and human connection.

Defining Success and Purpose:

• The importance of defining personal success and aligning it with core values to avoid burnout.
• Tools for self-awareness and shifting to a growth mindset.

Practical Strategies for Balance:

• Weekly reflections to celebrate progress and set clear priorities.
• The proactive role of counseling in sustaining personal and professional growth.

Highlights

0:00

Achieving Goals Through Mental Health

5:16

Balancing Preparation and Avoiding Burnout

16:10

Navigating Goals With a Growth Mindset

27:43

Navigating Success and Personal Growth

41:25

Closing the Gap

MAKE 2025 YOUR BREAKOUT YEAR WITH THE GOAL SETTING SUCCESS COURSE – CLICK HERE TO LEARN MORE OR REGISTER NOW

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Goal Setting Success Course

Breakout Plan

What if your vision could shape your destiny in ways you never imagined? Join us in this compelling episode as we unravel the incredible power of vision with our guest, Sarah Downing. Sarah's journey from working in fashion at Nordstrom to becoming a leading financial advisor offers a profound look into how evolving dreams can open unexpected doors. Her story is a testament to the courage it takes to embrace change and the rewarding paths that unfold when you stay true to your deeper "why."

As we explore the twists and turns of personal and professional aspirations, we share how setbacks can redirect us towards surprising and fulfilling opportunities. Our discussion centers on the vital role of allowing your vision to evolve, highlighting personal experiences with vision boards, and the significance of setting long-term goals. You'll hear about dreams that once seemed unattainable, and how they became a reality through determination and strategic planning. This episode encourages you to reflect on your own aspirations and the fluid nature of pursuing your dreams.

Empowering female leaders in finance is also a key focus, as we delve into the balance of leadership and personal achievements. Sarah's unique blend of fashion and finance offers a fresh perspective on crafting a fulfilling career. We also emphasize the transformative effects of a meticulously crafted 10-year vision, and provide resources to help you write that vision, prioritize, and plan effectively. Whether you're looking to close the gap between your dreams and achievements, or are seeking inspiration from those who've walked this path before you, this episode is your guide to unlocking the full potential of your vision. 

In this episode, you will learn about:

• The Power of Vision: How your evolving vision can shape your destiny and open unexpected doors.
• Sarah Downing’s Journey: From working in fashion at Nordstrom to becoming a leading financial advisor.
• Embracing Change: The courage it takes to let your dreams adapt and evolve, and pursuing your deeper "why."
• Turning Setbacks into Opportunities: Using challenges as redirection towards fulfilling opportunities.
• Vision Boards & Long-Term Goals: Insights into achieving seemingly unattainable dreams through strategic planning.
• Empowering Female Leaders: A focus on women in finance, blending leadership with personal achievements.
• 10-Year Vision Planning: How to craft and implement a long-term vision for success.
• Inspiration for Aspiration: Stories and strategies to help you bridge the gap between dreams and achievements.

Highlights

0:00

The Power of Vision in Success

9:12

Evolving Visions and Achieving Dreams

14:54

Vision and Success in Business

24:51

Empowering Female Leaders in Finance

29:00

Building a 10-Year Vision

MAKE 2025 YOUR BREAKOUT YEAR WITH THE GOAL SETTING SUCCESS COURSE – CLICK HERE TO LEARN MORE OR REGISTER NOW

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Goal Setting Success Course

Breakout Plan

What would you say if we told you that charging higher fees might actually be in your client’s best interest? In this episode, we chat with Matthew Jarvis, the insightful mind behind Jarvis Financial, author of "Delivering Massive Value," and host of “The Perfect RIA.” Matthew challenges the pervasive low-cost mindset by showing how quality and value often come with a higher price tag. His journey from a struggling practice during the 2008 financial crisis to a top industry performer is a testament to resilience and strategic transformation. Learn how to overcome the fear of rejection and align your business practices with client needs for mutual success.

We dive into the transformative story of how extreme accountability and strategic reevaluation turned Matthew's financial advisory practice into a success. Facing financial strain and mounting debt, Matthew turned desperation into a catalyst for growth, illustrating how the pain of staying the same often outweighs the discomfort of change. We explore the importance of clear communication and setting client expectations, emphasizing trust and professionalism as cornerstones of service-based businesses. And finally, we discuss how charging higher fees can allow for greater investment in resources and quality of service.

Balance is key, and Matthew shares strategies for achieving a healthy work-life balance through the concept of "free days." Inspired by Dan Sullivan, these days are about disconnecting from work to enhance personal well-being and maintain productivity. We discuss recognizing when clients might be better served elsewhere, and the emotional aspects of transitioning them smoothly. Tune in for insights on maximizing your time off and redefining success in your practice. 

In this episode, you will learn about:

• Why higher fees benefit clients: How charging more can improve client value and quality of service.
• Overcoming fear of rejection: Strategies for confidently raising fees to align with service quality.
• Resilience and growth: Lessons from Matthew’s journey from a struggling practice to top industry performer.
• Importance of clear communication: How setting client expectations fosters trust and professionalism.
• Work-life balance tips: Insights on “free days” to maintain personal well-being and productivity.
• Client alignment: Recognizing when clients may be better served elsewhere for mutual benefit.
• Practical resources for success: Insights from the "Delivering Massive Value" book and "The Perfect RIA" podcast.

Highlights

0:00

Rethinking Fees and Overcoming Fears

8:36

Facing Fears to Achieve Success

16:31

Setting Client Expectations for Higher Fees

2:33

Business Mindset and Free Days

28:26

Maximizing Free Days for Success

41:03

Expanding Reach With Goals and Resources

MAKE 2025 YOUR BREAKOUT YEAR WITH THE GOAL SETTING SUCCESS COURSE — CLICK HERE TO LEARN MORE OR REGISTER NOW

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The Perfect RIA

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Breakout Plan

Have you ever found yourself too scared to try something new? Join me as I recount an unforgettable fly fishing adventure with my husband in stunning Jackson Hole, Wyoming. Despite being a total novice, this journey not only helped me overcome my initial fears, but also strengthened our relationship and taught me profound lessons about stepping out of my comfort zone. Under the expert guidance of our passionate guide, Chase, we navigated the breathtaking Snake River, and I discovered the sheer joy of fly fishing. By the end of the trip, I had caught 18 fish, including an impressive 20-inch brown trout, and gained invaluable insights from embracing new challenges.

Listen as I weave the story of this adventure into actionable strategies for achieving your goals. Drawing parallels between my fly fishing experience and goal setting, I'll share four essential lessons: embracing being a beginner, focusing on incremental progress, cultivating curiosity, and immersing oneself in the learning process.

Plus, I'll highlight the importance of celebrating weekly wins and setting priorities for continuous growth. I’ll also share some additional resources designed to reignite your passion and commitment to your goals as we approach the year's end. 

In this episode, you will learn about:

• Overcoming fear and trying new experiences.
• Strengthening relationships through shared activities.
• Lessons learned from fly fishing, including catching 18 fish and a 20-inch brown trout.
• Strategies for stepping out of your comfort zone.
• The importance of celebrating small victories and setting priorities for continuous growth.
• Four essential lessons: embracing being a beginner, focusing on incremental progress, cultivating curiosity, and immersing oneself in the learning process.

Highlights

0:00

Stepping Out of Your Comfort Zone

4:26

Life Lessons Learned from Fly Fishing and Goal Achievement Advice

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Goal Setting Success Course

Breakout Plan

What if the secret to a more fulfilling life lies in the routines we create? Join us on Elite Achievement as we unpack the transformative power of intentional routines with entrepreneur Gabe Lozano. Gabe takes us through his remarkable journey from being repeatedly fired to finding his calling in entrepreneurship. He shares how he developed personalized systems that not only elevated his productivity, but also brought him immense peace and satisfaction. Listen as we highlight the crucial role of understanding your own rhythms and being intentional in your daily routines to achieve your goals.

Following a tragic personal loss in 2020, Gabe embarked on a profound journey of self-discovery through a road trip. This chapter of his life was all about processing memories, forging new ones, and cherishing the beauty of genuine human connections. Gabe’s heartfelt experiences underline the importance of paying attention and truly caring during our interactions, showing how these simple acts can lead to deeper, more authentic relationships. We also touch on how travel and establishing meaningful routines can significantly contribute to a fulfilling life.

Finally, Gabe provides valuable insights into establishing personalized entrepreneurial routines that align with long-term goals and foster a sense of contentment. By immersing himself in the lives of other successful entrepreneurs, he discovered diverse and effective business practices that he now shares with us. Gabe also gives us a sneak peek into his new venture, highlighting the balance between productivity and staying under the radar. Don't miss out on Gabe's practical tips on reading, journaling, and prioritizing activities that promote growth and learning. Tune in to celebrate your weekly wins and find inspiration to set priorities for continuous progress. 

In this episode, you will learn about:

• The transformative power of intentional routines to achieve life fulfillment.
• Gabe Lozano's journey from job loss to entrepreneurial success through personalized systems.
• The importance of understanding personal rhythms and being intentional in daily routines.
• Insights into how travel and meaningful routines contribute to personal growth and deep relationships.
• Practical tips for creating entrepreneurial routines aligned with long-term goals.
• Gabe’s advice on productivity, balance, reading, journaling, and prioritizing activities for growth.

Highlights

0:00

The Power of Intentional Routines

7:35

Creating Genuine Connections Through Intentional Conversations

18:10

Establishing Personalized Entrepreneurial Routines

26:45

Discussion on Launching a New Company

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Breakout Plan

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Blog Post

What if embracing discomfort was the key to unlocking your greatest achievements? Join us as we challenge conventional wisdom on goal setting with Erin and Bhavana from the Most Self-Improved podcast. Together, we uncover the transformative power of stepping outside your comfort zone, learning from failures, and supporting one another's journey to personal growth. With a blend of humor and heartfelt insights, we share what it truly means to be a "goal baby" and why we’re all passionate about self-improvement.

In this episode, we also share the realities of running an online coaching business and the pitfalls of quick-fix masterminds. Bhavana sheds light on her systematic approach to categorizing and pursuing goals across different aspects of life. We emphasize the importance of understanding how achieving specific goals can impact your life, helping to prioritize meaningful objectives.

Lastly, we tackle the fear of failure and the discomfort of not being immediately good at new endeavors. Through personal stories and practical advice, we highlight the significance of persistence and setting manageable goals to overcome initial discomfort. We discuss the emotional connections tied to personal goals, and as we wrap up, we celebrate the importance of acknowledging weekly wins and reflecting on lessons learned, encouraging continuous progress toward your aspirations. Don't miss this inspiring conversation that promises to elevate your goal-setting game! 

In this episode, you will learn about:

• The transformative power of embracing discomfort to achieve personal growth and success.
• How stepping outside your comfort zone and learning from failures can lead to lasting change.
• The significance of supporting others on their journey to self-improvement.
• Insights into running an online coaching business and avoiding quick-fix solutions.
• A systematic approach to categorizing and prioritizing goals across different life aspects.
• The emotional connections tied to personal goals and their impact on motivation.
• Practical tips for overcoming the fear of failure and persisting through initial discomfort.
• The importance of acknowledging small wins and reflecting on lessons learned to sustain progress.

Highlights

0:00

The Power of Goal Setting

10:14

Embracing Failure in Goal Setting

19:49

Mastering One Element at a Time

26:08

Normalizing Discomfort and Growth

34:12

Consistent Progress in Goal Achievement

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Goal Setting Success Course

What Type of Goal Achiever Are You? Quiz

Breakout Plan

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Most Self-Improved Podcast

Unlock the secrets to achieving your biggest goals with Elite Achievement’s four-year anniversary episode! Join us as we share valuable lessons and insights from this past year of podcasting. You'll gain a deeper understanding of how clarity, confidence, courage, and consistency can transform your mindset and drive your success. We will also teach you how to conquer fear and rewrite negative mental narratives so you can stay consistent and resilient in the face of the inevitable setbacks that happen on the goal achievement journey.

We also dive into the power of effective social media strategies for business owners, featuring key takeaways from entrepreneur and influencer Alex Hormozi’s "$100M Leads" and founder of RADMarketing Katy Dugal Simpson. You'll get practical tips on creating relevant content, engaging with your audience, and leveraging market research to build a strong social media presence that drives business growth.

Padric Scott, top-performing financial advisor and founder of Crossroad Capital Partners, discusses the mindset required for entrepreneurial success. Padric shares his transformative journey and emphasizes the importance of focusing on revenue-producing activities in your business. Additionally, learn the importance of focusing on the sales process rather than just the outcomes, and discover how to handle negative feedback with resilience with sales expert Armand Farrokh. We also provide actionable strategies on how to overcome self-promotion hesitation. Celebrate your weekly wins, learn from your experiences, and stay committed to your goals with our practical advice and inspiration in this special anniversary episode. 

In this episode, you will learn about:

• How clarity, confidence, courage, and consistency can transform your mindset and drive success.
• Strategies to conquer fear and rewrite negative mental narratives to stay resilient during setbacks.
• The importance of focusing on the sales process rather than just the outcomes.
• Insights on effective social media strategies for business growth.
• How to handle negative feedback with resilience.
• The significance of building a strong personal brand and engaging in revenue-producing activities.
• Actionable strategies to overcome self-promotion hesitation.

Highlights

0:01

Strengthening Mindset for Goal Achievement

14:44

Social Media Strategies for Business Owners

23:35

Building a Strong Personal Brand

35:05

Overcoming Self-Promotion Hesitation for Business

40:22

Creating a Personal Self-Promotion Plan

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What Type of Goal Achiever Are You? Quiz

Breakout Plan

How does a soccer scholarship, a background in biology and psychology, and an immigrant father's resilience translate into becoming a top financial advisor at Northwestern Mutual? Tune in to this episode of Elite Achievement and uncover Emily Halal's remarkable journey from aspiring physical therapist to financial powerhouse. Within just five years, Emily landed in the top 2% of her company, reaching the prestigious "Forum" milestone by writing $738,000 in risk management premiums. Her story is a testament to the power of hard work, adaptability, and the unyielding desire to make her parents proud.

Emily shares the pivotal moments that shaped her career, including the family values instilled by her immigrant father from Lebanon, which became the bedrock of her work ethic and resilience. Discover how Emily navigated uncertain career waters, shifting from endless job interviews to a thriving financial advising career. Learn about the strategies she employed to build trust, credibility, and lasting client relationships, and how she overcame initial insecurities to achieve significant career milestones. Her insights into perseverance, self-belief, and continuous goal-setting offer invaluable lessons for anyone in a service-based business.

This episode also dives into the importance of movement, nutrition, and daily routines for boosting productivity and maintaining a healthy work-life balance. Emily discusses practical tips on delegation, overcoming setbacks, and maintaining outreach efforts, even on challenging days. From celebrating weekly wins to setting new goals to avoid post-achievement slumps, Emily's journey is filled with actionable advice for achieving both personal and professional success. Whether you're a financial advisor, entrepreneur, or anyone looking to achieve huge professional success, Emily's story will inspire you to push through barriers and achieve your highest aspirations. 

In this episode, you will learn about:

• Emily Halal's journey from aspiring physical therapist to top financial advisor at her company.
• The impact a soccer scholarship and background in biology and psychology had on her career.
• Influence of her immigrant father's values on her work ethic and resilience.
• Strategies for building trust, credibility, and lasting client relationships.
• Overcoming insecurities and achieving significant career milestones.
• Importance of movement, nutrition, and daily routines for productivity and work-life balance.
• Practical tips on delegation, overcoming setbacks, and maintaining outreach efforts.
• Celebrating weekly wins and setting new goals to avoid post-achievement slumps.
• Inspiration and actionable advice for financial advisors and entrepreneurs.

Highlights

• 0:00
• Achieving Goals in Financial Advising
• 3:42
• Finding Direction through Family Influence
• 8:34
• Building Confidence and Achieving Goals
• 13:22
• Achieving Forum Milestone in Financial Advising
• 24:39
• Women Excelling in Male-Dominated Industries
• 33:42
• Financial Goal Planning and Mindset
• 41:28
• Health Challenge Motivation and Goal Achievement

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Goal Setting Success Course

What Type of Goal Achiever Are You? Quiz

Breakout Plan

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Uncover the secrets to mastering your business's digital presence with our special guest, Katy Dugal Simpson – the founder of RADMarketing. Katy's journey from a marketing coordinator to launching her own successful business is a testament to the often-overlooked power of marketing. She shares invaluable insights on why marketing should be at the forefront of your business strategy, and how consistent, personal branding can attract top-tier clients. Learn how to make marketing a priority and start making an impact online.

Building a social media strategy doesn't have to be daunting, and Katy walks us through it with ease. From dedicating a few minutes each day to interact with clients online to being intentional with your social media use, we cover practical strategies to enhance client relationships and brand awareness. We tackle the elusive challenge of measuring ROI on social media efforts and underline the importance of client feedback and online engagement as true indicators of success. Consistency and purposeful engagement are the keys to unlocking the full potential of your social media presence.

The evolution of both personal and business brands is a continuous journey, and Katy offers a wealth of knowledge on this subject. We discuss the significance of community involvement and personal connections, and how these elements contribute to a strong brand. Katy provides actionable advice on organically developing relationships at community events and the importance of regularly re-evaluating and updating your brand to stay aligned with your goals and clientele. Finally, we share steps for maximizing social media growth, celebrating wins, and setting priorities for consistent progress. Join us for a conversation that will bridge the gap between setting and achieving your marketing goals.

In this episode, you will learn:

• The Role of Marketing in Business Strategy: Why marketing should be central to your business plan.
• Creating a Personal Brand: How to build a consistent and impactful personal brand to attract top clients.
• Effective Social Media Strategies: Simple daily practices for engaging with clients and building your brand online.
• Measuring Social Media ROI: Techniques for assessing the effectiveness of your social media efforts.
• Importance of Consistency and Engagement: How to use consistent and intentional social media engagement for success.
• Evolving Your Brand: Tips for continually updating and growing both personal and business brands.
• Building Relationships through Community Events: Strategies for creating meaningful connections at community events.
• Maximizing Social Media Growth: Steps for growing your social media presence and celebrating achievements.

Highlights

• 0:00
• Importance of Digital Presence for Businesses
• 10:45
• Building a Social Media Strategy
• 21:12
• Evolving Your Personal and Business Brand
• 30:08
• Maximizing Social Media for Growth

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Goal Setting Success Course

What Type of Goal Achiever Are You? Quiz

Breakout Plan

Connect with Katy

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Website