The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh Kosnick

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Intro

This chapter explores the operational struggles faced by business owners and introduces the Entrepreneurial Operating System (EOS) as a solution. It underscores the advantages of EOS for financial advisors in improving leadership and team effectiveness, along with updates on coaching programs for better work-life balance.

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