In this episode of the Model FA Podcast, host David DeCelle welcomes Andrea Schlapia, a certified EOS Implementer and founder of Ironstone Business Coaching. Andrea shares her extensive experience in the financial industry and her journey from advisor to coach, ultimately embracing the Entrepreneurial Operating System (EOS) to help advisory firms achieve clarity, accountability, and growth. Key Topics Covered:
- Andrea’s background and the evolution of Ironstone Business Coaching
- What EOS is and why it matters for advisory firms of all sizes
- The six key components of EOS: Vision, People, Data, Issues, Process, and Traction
- How EOS helps firms manage complexity, avoid “idea overload,” and create organizational health
- The importance of getting leadership teams aligned and communicating the vision throughout the company
- Practical steps for implementing EOS, including the 90-minute overview, Focus Day, and quarterly/annual sessions
- Real-world case studies of firms that have transformed using EOS
- The value of structure and discipline in creating freedom and work-life balance
- Recommended resources: “Traction” and “What the Heck is EOS?” by Gino Wickman
Connect with Andrea Schlapia:
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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President of Model FA, David DeCelle
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