105. Does EOS work for financial advisors?

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In this podcast episode, Sten and Rich Kurkowski, EOS expert, discuss the practical application of EOS (entrepreneurial operating system) tools in businesses. They emphasize the importance of the Vision Traction Organizer (VTO) for setting a clear vision and actionable plan, the accountability chart for defining roles, and the scorecard for tracking key performance indicators (KPIs). They advocate for weekly goal setting and reviews to quickly adjust strategies based on data, rather than relying on chance with infrequent assessments. The conversation also covers how to manage team expectations and the benefits of focusing on activities that directly contribute to goals, using the concept of “rocks” for setting 90-day priorities. They also discuss the effectiveness of weekly meetings and the structure provided by EOS to ensure they are productive and focused.

Free EOS business management tools

EOS Organizational Checkup

Get in touch with Rich

HOW TO CHARGE LIVE WORKSHOP

Save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout.

http://www.HowToChargeLive.com

Click here to meet with Andy if you have any questions about the How To Charge LIVE event in April – https://eadvisornetwork.com/htcAndy

To your success,

Sten J. Morgan, CFP®, ChFC®

http://www.HowToChargeLive.com

https://calendly.com/andytraub/htc-live

 

 

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