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

216: Ideas to Implement -- 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

Transforming Financial Practices Through EOS Implementation

This chapter explores how financial planning practices can effectively implement the Entrepreneurial Operating System (EOS) to enhance leadership and operational clarity. It highlights the challenges advisors face and offers strategies like clarity breaks and EOS tools to improve productivity and streamline their businesses.

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