What You'll Learn In Today's Episode:

• Goal achievers have clarity about what they want and why.
• The journey of pursuing goals can be more rewarding than the achievement itself. 
• Mindset is often the biggest barrier to achieving goals.
• Creating a structured plan is essential for reaching your goals.
• Reflecting on weekly wins can boost motivation and morale
• A strong vision can attract the right clients and team members.

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.

Resources In Today's Episode: