The Efficient Advisor: Tactical Business Advice for Financial Planners

215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh Kosnick

Aug 20, 2024

Josh Kosnick, an EOS professional, dives into the game-changing impact of implementing an Entrepreneurial Operating System for financial advisors. He shares essential tools to enhance daily productivity and advises on overcoming micromanagement. The conversation touches on the importance of defining key roles for effective leadership and strategic hiring to foster growth. Kosnick emphasizes balancing leadership with empathy and support, while also highlighting the benefits of personal well-being in boosting business efficiency.

51:17

Episode guests

Josh Kosnick

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Implementing the Entrepreneurial Operating System (EOS) provides financial advisors with structured tools to enhance operational efficiency and achieve business goals.

Effective leadership is paramount, as it directly influences team engagement and productivity by establishing accountability and modeling desired behaviors.

Role clarity is essential for team performance, as defining specific roles helps prevent confusion and aligns talent with organizational objectives.

Deep dives

Understanding EOS and Its Benefits

The Entrepreneurial Operating System (EOS) provides a structured framework for managing businesses more effectively, particularly for financial advisors. It aims to enhance clarity, accountability, and operational efficiency within organizations, allowing leaders to navigate day-to-day challenges with greater ease. By implementing EOS, businesses have been shown to grow at an average rate of over 34% per year while maintaining stability in their infrastructure. This system enables leaders to identify their roles clearly, ensuring that team members understand their responsibilities and can contribute meaningfully.

Intro

5min

Navigating Financial Advisory: A Journey to Leadership

10min

Defining Roles for Leadership Success

4min

Strategic Hiring for Business Growth

2min

Balancing Leadership and Management

20min

Getting Started with the Entrepreneurial Operating System

2min

Enhancing Business Efficiency through Well-Being

9min

It’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔

In today’s podcast episode, The Efficient Advisor, Libby Greiwe, sits down with Josh Kosnick to discuss a great starting place—implementing an entrepreneurial operating system (EOS). Kosnick is an EOS pro who explores the transformative power of this system for financial advisors. We get into all things EOS, including:

EOS tools you can use daily
How to stop micromanaging
Why you need someone with OCD if you have ADD
Empowering your team
Becoming an effective leader
Defining, identifying, and hiring key roles

Tune in now to learn how EOS can be a game-changer for your business, providing you the tools and strategies to build a business and life you love! 💞

LINKS FROM THIS EPISODE:

Connect with Josh Here

Follow Josh on Instagram Here

Listen to Josh’s Podcast Here

Books Mentioned:

Rocket Fuel

Traction: Get a Grip on Your Business

Good to Great

Who Not How

Join the Group Coaching & Mastermind HERE!

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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