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

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app