The Entrepreneurial Operating System (EOS) for Elite Advisors


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This webinar robustly defines The Entrepreneurial Operating System (EOS) — A Model for Strengthening Your Advisory Practice & Enhancing Results.

You'll learn why this is an optimal model for advisors seeking to build or strengthen an elite practice, including how to use EOS to:
  • Ensure everyone on your team is 100% on the same page about where you’re going and how you plan to get there

  • Instill focus, discipline, and accountability throughout the company so that everyone executes on the vision every day

  • Confirm your business has the right people in the right seats

  • Define key metrics for consistently monitoring the health of your practice

  • Provide a framework for your leadership team to identify, discuss, and solve questions, disagreements, and issues relevant to the business

  • Encourage the documentation and consistent following of high-impact processes necessary for effective business development, client relations, financial planning, investment/wealth management, and compliance operations

  • Gain traction for your practice by setting highly achievable quarterly priorities and establishing a consistent cadence for internal communications