Balancing Drive and Vision for Success

In this episode of The Perfect RIA podcast, Matthew Jarvis and Kristin Burke tackle the often frustrating gap between setting goals and actually achieving them. They explore why many financial advisors' ambitious plans fall short and reveal the key elements that transform good intentions into tangible results.

They unpack the four essential pillars of goal achievement: clarity, confidence, courage, and consistency, and share insights on how sustainable success comes from deliberate, incremental progress rather than dramatic overhauls.

Kristin introduces her innovative Friday ritual – a practical reflection and planning practice that's helped countless advisors stay on track. She explains how focusing on specific, trackable activities creates a reliable path to reaching larger objectives, replacing the common trap of vague goal-setting with actionable strategies.

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

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Kristin Burke: Website | LinkedIn- Elite Achievement Podcast: EP 107. Elevate Your Practice: From Financial Strain to Financial Success with Matthew Jarvis