The Efficient Advisor: Tactical Business Advice for Financial Planners

215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh Kosnick


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It’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔

In today’s podcast episode, The Efficient Advisor, Libby Greiwe, sits down with Josh Kosnick to discuss a great starting place—implementing an entrepreneurial operating system (EOS). Kosnick is an EOS pro who explores the transformative power of this system for financial advisors. We get into all things EOS, including:

  • EOS tools you can use daily
  • How to stop micromanaging
  • Why you need someone with OCD if you have ADD
  • Empowering your team
  • Becoming an effective leader
  • Defining, identifying, and hiring key roles 


Tune in now to learn how EOS can be a game-changer for your business, providing you the tools and strategies to build a business and life you love! 💞

LINKS FROM THIS EPISODE:

Connect with Josh Here

Follow Josh on Instagram Here

Listen to Josh’s Podcast Here

Books Mentioned:

Rocket Fuel

Traction: Get a Grip on Your Business

Good to Great

Who Not How

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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