71 - TRAP LIVE25!
TRAP: The Real Adviser Podcast
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Navigating EOS and the Human Touch in Financial Planning
This chapter explores the Entrepreneurial Operating System (EOS) and its significance for small business leaders, highlighting its transformative tools for effective management. The speakers encourage audience engagement through a Q&A session, addressing the evolving role of financial planners amid technological advancements and emphasizing the necessity of human connections in client relationships. They assert that while automation offers efficiency, it cannot replace the invaluable personal interactions that build trust and understanding in financial planning.
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