Elementality for Financial Advisors | Elements Financial Vitals System™ Manage Your Firm & Clients Incrementally [175]
Jul 25, 2024
Adam Frederico, a landscaping business owner turned EOS Implementer, discusses how financial advisors can implement EOS to turbocharge their business and help clients achieve their goals. They explore the importance of transparency, strategic planning, and goal-setting, highlighting the practical benefits of EOS tools like weekly meetings and 90-day rocks.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Exploring the Path from Technology Consulting to Small Business Operations
01:57 • 4min
Understanding EOS: Simplified for Beginners
06:17 • 10min
Applying EOS Principles for Personal and Business Growth
16:16 • 12min
Implementing EOS Principles in Business and Personal Life
27:51 • 6min