Today 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 minimum, and following through consistently changes performance and culture.

Key topics discussed in this episode:

• A 75-day onboarding system with three 25-day review periods and clear activity requirements

• The pressure and consequences of missing early targets and letting everything ride on the final period

• Changing our coaching to focus on surpassing standards, not just meeting the minimum

• How repeating expectations early and often improves clarity and execution

• Why inconsistent enforcement creates a new standard for everyone watching

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About Kristin Burke

Kristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.

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If you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:

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