Today we explore how coaching blends clarity, accountability, and strategy to turn untapped potential into real progress. Stories from our career and clients show four signals you’re ready to partner with a coach and how the relationship evolves as goals change.

In this episode you will learn:

• why coaching creates space for big-picture thinking

• how a coaching plus consulting blend accelerates growth

• lessons from CEOs using mentors and coaches

• personal stories from three coaching partnerships

• when coaching completes versus continues

• four signs you are ready for coaching

• investing time and money with intent

• goals, leadership, and measurable outcomes

• accountability that converts vision to action

If today's insight resonated, 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.

Ready to elevate your leadership and accelerate your growth?

I provide strategic coaching for high-performing financial advisors, service-based business owners, and leaders who want coaching that goes beyond accountability. I partner with you to execute on your vision and focus on what truly drives results: executive presence, leadership development, scaling, and prioritization.

The outcome? You realize your full potential, influence and inspire others, and lead a high-impact business that reflects your next-level goals.

To explore if coaching is the right fit, email me at meet@kristinburke.com to schedule a discovery call.

Connect with Kristin

LinkedIn

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Website

Goal Setting Success Course

Breakout Plan

What happens when a business leader steps away for two weeks? For Dawn Benko, co-founder and COO of Entirety Wealth Solutions, the answer was remarkable. Just four small tasks awaited her return. This level of organizational independence didn't happen by accident; it resulted from mastering what many entrepreneurs find most challenging: effective delegation.

Dawn's journey from unlicensed assistant to co-founder of a seven-figure firm gives her unique perspective on both sides of the delegation equation. She's witnessed firsthand how support roles in financial services (and many industries) remain underserved despite being critical to business success. "If your business can't run without you," Dawn challenges listeners, "do you have a business or do you have a job?"

The heart of Dawn's approach is a mindset shift from control to collaboration. Her four-quadrant framework helps identify which tasks truly require a leader's unique abilities versus those that drain time and energy better spent elsewhere. Most delegation failures, she explains, stem not from incompetent team members but from poorly defined processes, a distinction that transforms how we approach performance issues.

What makes Dawn's methodology particularly powerful is its simplicity. Rather than complex leadership theories, she advocates for building genuine relationships with team members, understanding their motivations, and creating space for open dialogue. The operations staff and sales-oriented leaders often process information differently, requiring distinct approaches to communication and empowerment.

For business owners struggling with difficult personnel decisions, Dawn offers a clarifying insight: if you're waffling about someone, that hesitation itself is your answer. "You can spend time staying where you're at or going backwards," she notes, "or you could spend time searching and finding the right person to launch you forward."

Ready to build a business that thrives without your constant presence? Dawn's practical framework for delegation, team empowerment, and leadership development provides the roadmap to scale your impact beyond your individual capacity.

In this podcast you will learn about:

• Dawn's journey in financial services began as an unlicensed assistant before co-founding a seven-figure firm

• Support roles in financial planning are often underserved compared to advisors

• Business owners need to shift from control to collaboration to scale effectively

• If your business can't run without you, you may have a job rather than a business

• The four-quadrant exercise helps identify what tasks require your unique abilities versus what can be delegated

• 85% of problems are process problems, not people problems

• Effective delegation requires clear expectations, deadlines, and defined autonomy

• Operations staff and salespeople are wired differently and need different leadership approaches

• Building relationships with team members requires genuine interest in them as people

• When waffling about whether someone is the right fit, that hesitation itself is your answer

• Small daily habits compound into significant achievements over time

Highlights:

0:00

Defining Elite Success

8:16

From Travel Agent to Financial Services

11:32

Control vs. Collaboration in Business

17:20

Delegation Framework: The Four Quadrants

24:36

Process Problems vs. People Problems

30:51

Building Relationships with Support Teams

35:21

Making the Hard Decisions About People

40:52

Overcoming Mental Blocks in Business

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...

Today we explore how study groups move from nice ideas to real results when accountability and structure are present, and why outside facilitation often makes the difference. We share the four characteristics of action—clarity, consistency, courage, confidence—and offer a path to revive groups that have lost steam.

In this episode you will learn about:

• Study groups as accelerators for growth

• Common pitfalls when accountability fades

• Role of a facilitator in structure and follow-up

• Shifting from networking to results with clear goals

• the four Cs: clarity, consistency, courage, confidence

• Turning insights into commitments with owners and deadlines

• How to revive a group that has lost momentum

If today's insight resonated, 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.

Study Groups with Kristin:

Small-group coaching experiences designed to combine structure, strategy, and peer accountability. Perfect for groups of recruiters, leaders, or advisors who want to grow, stay accountable, and learn from peers. Participants leave each session with clarity, measurable goals, and support to follow through so they sustain momentum between meetings.

Kristin partners with leaders to either launch a new study group inside their firm or facilitate an existing peer group. She brings the structure, coaching questions, and accountability system that ensure study groups deliver real results. Facilitated groups don’t just meet, they move the business forward.

If you’d like to explore bringing a facilitated study group to your firm, email meet@kristinburke.com to learn more.

Connect with Kristin

LinkedIn

Instagram

Website

Goal Setting Success Course

Breakout Plan