Elite Achievement

Elite Insights - You Can't Do It All, and That's Your Strategic Advantage


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Lauren Oshman, CEO of Vestia Personal Wealth Advisors, shares how tracking her time revealed tasks she was holding onto simply because she always had, not because they matched her CEO role. Her insights show that effective leadership isn't about doing everything but about deliberately choosing where to focus your energy and letting go of tasks that don't align with your highest priorities.

In this episode you will learn how:

• "It's physically impossible to do all the things" - giving leaders permission to be selective with their time

• Creating pie charts to visualize time allocation reveals patterns and misalignments

• Letting go of tasks that no longer match your role frees energy for higher-level work

• The Eisenhower Matrix helps categorize tasks by importance and urgency

• Identifying just three priorities each day protects focus and drives meaningful progress

• Leaders must protect time like the valuable currency it is

• Track your time for 1-2 weeks to discover where you're adding most value

• Ask yourself: "What am I holding onto just because I've always done it?"

If today's insight inspired you, leave a review and let me know what stood out. Be sure to follow Elite Achievements so you never miss an episode. Keep showing up with the effort, mindset and habits that lead to elite achievement.

Interested in 1:1 Coaching?

Kristin partners with high-performing financial advisors, leaders, and business owners who are ready to lead with more clarity, focus, and intention.

Clients often come to her with a strong vision, but they aren’t sure how to close the gap between where they are now and where they want to go. Many are navigating a season of growth, stepping into expanded leadership, or realizing they’ve outgrown their current systems and ways of working.

They know they’re capable of more and want a strategic thought partner to help them get there; someone who will ask the tough questions, create space to think deeply, and offer a proven process for turning ambition into meaningful progress.

If this sounds like the kind of partnership you’ve been craving, email [email protected] to learn more and connect.

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Elite AchievementBy Kristin Burke

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