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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 5min
Navigating Financial Advisory: A Journey to Leadership
04:33 • 10min
Defining Roles for Leadership Success
14:54 • 4min
Strategic Hiring for Business Growth
18:40 • 2min
Balancing Leadership and Management
21:01 • 20min
Getting Started with the Entrepreneurial Operating System
40:52 • 2min
Enhancing Business Efficiency through Well-Being
42:59 • 9min