4min chapter

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

CHAPTER

Defining Roles for Leadership Success

This chapter emphasizes the significance of clearly defining roles within an organization, specifically highlighting 'visionary' and 'integrator' roles. It discusses how effective leadership teams can identify suitable individuals for these roles to enhance accountability and foster collaboration.

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