Becoming An Elite Financial Advisor With Sten Morgan

105. Does EOS work for financial advisors?


Listen Later

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

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

Sten J. Morgan, CFP®, ChFC®


...more
View all episodesView all episodes
Download on the App Store

Becoming An Elite Financial Advisor With Sten MorganBy Sten Morgan

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

91 ratings


More shows like Becoming An Elite Financial Advisor With Sten Morgan

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

Masters in Business by Bloomberg

Masters in Business

2,174 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

938 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

279 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,992 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

247 Listeners

Financial Advisor Marketing Podcast by James Pollard

Financial Advisor Marketing Podcast

92 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,047 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

Barron's Live by Barron's Live

Barron's Live

195 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

118 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 Listeners

The Money Mondays by Dan Fleyshman

The Money Mondays

458 Listeners