Owners of financial advisory firms are frequently called on to make decisions to set the direction of their company’s growth and to ensure that that vision is carried out. As a firm grows in size, however, there are more team members working in more areas outside of the direct purview of the founder, and without a clear framework to communicate the firm’s goals and values, and prioritize which objectives to focus on, teams can be pulled in multiple directions at once, stalling progress and preventing the firm from growing and scaling in line with the leaders’ goals.
One system that advisory firms are increasingly adopting to stay focused on what moves the practice forward is Gino Wickman's “Entrepreneurial Operating System” (EOS), which offers business owners a framework for defining the vision they have for their firm, and ensuring that it is carried out, in an aligned manner, across all team members within the organization.
Join Michael Kitces and expert guests Jerry Kauffman (a certified EOS implementer), along with Matt Cosgriff and John Kennedy (two advisors who use EOS in their own practices), as they discuss how they have gained focus, discipline, and better accountability by implementing EOS in their own businesses.
