The Perfect RIA

Goal Setting Gone Right: Stop Faking It, Start Making It


Listen Later

In this week's Follow Up Friday, Amber Kuhn recaps an insightful conversation between Matt and executive coach Kristen Burke about the art and science of goal achievement. While many advisors start the year with enthusiasm, that initial energy often wanes as the first quarter progresses. Kristen, drawing from her extensive experience coaching advisors since 2009, revealed that success lies not in attempting wholesale changes but in mastering one goal at a time. She shared four essential characteristics of successful goal achievers while also highlighting the value of having a coach to guide and support individuals in their journey.

Resources in today's episode:

- Episode Website - From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296]

...more
View all episodesView all episodes
Download on the App Store

The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

449 ratings


More shows like The Perfect RIA

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

191 Listeners

Behind The Advisor by XYPN

Behind The Advisor

135 Listeners

Capital Ideas Investing Podcast by Capital Group

Capital Ideas Investing Podcast

269 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

541 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,978 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

245 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,005 Listeners

The Long View by Morningstar

The Long View

859 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

227 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

106 Listeners

Ask The Compound by The Compound

Ask The Compound

296 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

115 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

108 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

34 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

942 Listeners