Financial Advisor Success Ep 245: Leveraging The Entrepreneurial Operating System (EOS) To Scale An Ensemble Practice with John Kennedy
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Sep 7, 2021 John Kennedy, founding partner of CandorPath Financial, shares insights on leveraging the Entrepreneurial Operating System (EOS) to scale his hybrid RIA practice. He discusses the strategic framework that fosters clear decision-making and alignment within teams. The conversation highlights innovative techniques, including engaging social media videos and a custom Alexa skill, to enhance client connections. Kennedy also reflects on the journey of entrepreneurship, emphasizing the balance between business success and personal fulfillment.
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EOS Aligns Teams to Scale
- EOS (Entrepreneurial Operating System) provides a complete business framework beyond client acquisition.
- It helps align partners and teams to scale deliberately and with clear focus.
Use EOS's Goal Breakdown
- Break long-term vision into 10-year target, 3-year picture, 1-year plan, and quarterly rocks.
- Aim to complete about 80% of quarterly rocks to maintain momentum without being overwhelmed.
VTO Creates Daily Focus
- The Vision Traction Organizer (VTO) is a two-page document that keeps core values and business goals top of mind.
- Carrying and referencing the VTO daily creates strong focus and alignment.
