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.

33:49

Creator website

Episode guests

Adam Frederico

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Implement EOS to optimize business operations efficiently.

Utilize EOS tools for strategic direction, alignment, and goal achievement.

Deep dives

Understanding the Purpose of the Podcast

The podcast aims to assist financial professionals in enhancing their clients' financial well-being by tailoring services to meet specific client needs and ensuring clients' financial health and progress. It emphasizes cooperation to achieve these goals and invites financial professionals to subscribe and learn to apply the principles of 'elementality' in their practice.

Intro

2min

Exploring the Path from Technology Consulting to Small Business Operations

4min

Understanding EOS: Simplified for Beginners

10min

Applying EOS Principles for Personal and Business Growth

12min

Implementing EOS Principles in Business and Personal Life

6min

Host of Elementality, Jordan Haines, CFP®, is joined by Adam Frederico, a personal finance outsider and EOS Implementer. Adam runs and operates a landscaping business and has become an expert in all things EOS (Entrepreneur Operating System).

During this discussion Jordan and Adam talk about how financial advisors can get their business out of their head and implement a system to turbocharge their business. They also discuss how advisors could use EOS as a tool to help their clients get things done.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more