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An Operation Model for Financial Advisors Webinar Overview

The Entrepreneurial Operating System (EOS) can be a model for financial advisors to strengthen their practices and enhance results.

This webinar robustly defines the EOS model and shares why it is optimal for advisors seeking to build or strengthen an elite practice. You’ll learn 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 practice so everyone executes on the vision every day

Confirm your practice 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

Presenters:

Ray Reuter

Kaizen
“Kaizen” is a business philosophy that means continuous improvement. As owner of Kaizen, Reuter brings this philosophy of continuous, ongoing improvement to individuals and organizations by providing high performance training, personal development, and coaching processes aimed at improving leadership, management, teams, and personal effectiveness.

Prior to becoming a successful entrepreneur and creating his own company, Reuter spent 20+ years with American Express Financial Advisors at the corporate office level and in the field.

Jon Robinson

Blueprint Investment Partners
As Co-Founder and CEO of Blueprint, Robinson has experienced the power of the EOS model firsthand. EOS has helped Blueprint achieve better focus on the high-leverage, mission-critical activities of the business. This new mindset has resulted in the team spending their time only on those things, while looking to outsource, partner, or leverage technology solutions for anything that falls out of bounds.

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If you have questions about EOS and how to implement it your practice