Oct 29, 202641 minS3
Today we talk with Sten Morgan about building a scalable financial advisory firm without giving up nights, weekends, or family dinners. We unpack the mindset shift from “this is my business” to “I’m an investor,” plus...
About this Podcast:
Elite Achievement with Kristin Burke You’re a financial advisor. Your calendar is booked with back-to-back client meetings. You have a vision to grow your firm. You’re not sure if you have the right team in place. You’re holding on to work you know you should be delegating. You want to spend more time doing complex planning and working with your best clients, but you’re still trying to deliver for every client in your book. At the end of the day, you’re still the one driving the revenue. Or… You’re leading a team of financial advisors or a firm. You’re responsible for growth, but don’t produce the results yourself. They come through the people you recruit, develop, and retain. And many of them aren’t traditional employees, which means you’re leading as much through influence as you are through expectations and accountability. Your calendar is full, but your time doesn’t always feel well spent. You start the day with a plan, and it quickly shifts as people come to you with questions, challenges, and decisions that need your input. You’re constantly balancing competing priorities. Attracting and bringing in new talent. Launching and developing new financial advisors. Supporting career advisors as they continue to grow. Having difficult conversations when someone isn’t performing. Protecting the culture and keeping everyone aligned to the vision. At the end of the day, you’re still accountable for the results. Different roles. Same challenges. How do you create clarity around your vision and get others aligned to it? How do you focus on the right priorities when everything feels important? How do you develop people and hold a high standard of performance? How do you lead effectively while still driving results? This is the work of Elite Achievement. A leadership and execution podcast for financial advisors and firm leaders who are building and scaling a firm and being challenged to lead at a higher level as success becomes less about your individual effort and more about how you lead. Kristin Burke brings over 20 years of industry experience and works closely with financial advisors and firm leaders as they build firms, develop people, and navigate the challenges that come with growth. Elite Achievement is about setting a bold vision, executing consistently, and becoming the kind of leader capable of building a legacy.
Pitch Analysis
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Verified email
Booking probability
36%
Guest openness
Selective
80/100
Required Score
Sign up to generate a grounded pitch for Elite Achievement.
Signup to Generate a PitchQuestions about Elite Achievement
What is Elite Achievement about?
Elite Achievement with Kristin Burke You’re a financial advisor. Your calendar is booked with back-to-back client meetings. You have a vision to grow your firm. You’re not sure if you have the right team in place. You’re holding on to work you know you should be delegating.
What has Elite Achievement covered recently?
Recent episodes include "How to Build a Successful Advisory Firm Without Sacrificing Your Life with Sten Morgan" (29 October 2026, 41 minutes), "Elite Insights - What Kind of Practice Are You Building?" (15 October 2026, 13 minutes), and "How to Turn Business Planning into Execution" (1 October 2026, 10 minutes).
How often does Elite Achievement publish?
Elite Achievement publishes roughly weekly, with episodes averaging 22 minutes.
How hard is it to get booked on Elite Achievement?
Booking probability for Elite Achievement is 36%, and the host is rated Selective on guests. Elite Achievement requires a Pod Score of 80 or higher. Elite Achievement's contact route on record: verified email.
Who should pitch Elite Achievement?
The strongest fits for Elite Achievement are Investing & Wealth Management and Investment Banking & Trading. Elite Achievement has a business audience.
About the host
Elite Achievement is a business podcast.
Verified host email: ████████@████.comSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Oct 15, 202613 minS3
Today I challenge the idea that clear revenue goals automatically create a clear business plan, especially when advisors feel disconnected from what they typed into planning software. We explain why a professional...
Episode #188
How to Turn Business Planning into Execution
Oct 1, 202610 minS3Today 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...
Episode #187
How to Turn Business Planning into Execution
Oct 1, 202610 minS3Today 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...
Episode #188
Team First Leadership with Vaughan Scott
Sep 24, 202633 minS3Today 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...
View More
Episode #189
Elite Insights - Raise The Bar, Then Hold It
Sep 17, 20264 minS3Today 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...
- Sep 10, 202635 minS3
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...
Episode #185
Elite Insights - Meetings That Drive Execution
Sep 3, 20266 minS3Today we challenge ourselves to judge team meetings by outcomes, not agendas, and to lead conversations that turn updates and scorecards into real decisions. We share a practical approach to accountability that feels...
Episode #184
Talent Drives Firm Growth with Carrie Deveney
Aug 27, 202626 minS3Today we talk with Carrie Deveney 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...
Episode #183
Elite Insights - The Power of Great Questions
Aug 20, 20269 minS3Today 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...
- Aug 13, 202639 minS3
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...
- Aug 6, 20266 minS3
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...
- Jul 30, 202639 minS3
Today we dig into what it really takes to lead and scale a financial advisory firm, from personal standards and authenticity to the daily habits that shape culture. Dustin Corrente shares the leadership principles...
Episode #179
Scaling Without Losing Culture with Mary Becker
Jul 23, 202630 minS3Join us on this special episode where we talked with Mary Becker, COO of MHF Wealth Partners, about building a people-first culture while redesigning firm structure for long-term growth. We break down how clear values...
- Jul 16, 202613 minS3
Today we challenge the common habit of waiting for someone to “look ready” before investing in leadership development, and we argue that early exposure is often what creates the aspiration to lead. Kristin reflects on...
- Jul 9, 202640 minS3
Today we break down what it really takes to share equity and build a multi-partner advisory firm without creating resentment or chaos. We talk through internships, trust, healthy conflict, and the long game of...
- Jul 2, 20264 minS3
Today we step back from the daily rush and face a simple coaching question that exposes how well we’re actually building for growth. Learn why “working on the business” gets postponed and how small, focused actions can...
- Jun 25, 202644 minS3
Today we talked with Socium Advisors founder and CEO Scott Underwood about the moment he decides to either become a real CEO or hire one, then commits to building the leadership skill set. He shares how a planning-first...
Recent guests
Recent guests on Elite Achievement. Study who booked and why before you pitch.
K
Kristin Burke
consultant or leadership coach, unspecified
V
Vaughan Scott
Axiom Financial Strategies Group
J
James Spinelli
Great Valley Advisor Group
C
Carrie Deveney
Northwestern Mutual Chicago
Best industries to pitch Elite Achievement for
PitchCentric classifies Elite Achievement under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
Similar Podcasts
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Podcasts like Elite Achievement
Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.
Questions about the free trial? See the pricing FAQ