The Efficient Advisor: Tactical Business Advice for Financial Planners

216: Ideas to Implement -- Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick

Aug 22, 2024
Josh Kosnick, an expert in implementing the Entrepreneurial Operating System (EOS), shares transformative strategies for financial planners. He delves into the challenges advisors encounter while adopting EOS, emphasizing the importance of operational clarity and leadership. Listeners will discover actionable tools like clarity breaks that enhance productivity and streamline practices. Kosnick stresses the need for evolving leadership skills and community engagement to foster growth in the financial sector, making this discussion ripe with insights for aspiring leaders.
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