Behind The Advisor

Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman


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Today we're excited to have Jerry Kauffman, a Certified EOS Implementer on the show. EOS is the Entrepreneurial Operating System—a system designed to help entrepreneurs get more of what they want out of their businesses. XYPN integrated the EOS model into our organization just about three years ago, with the help of Jerry, and today we'll discuss the core components of the system and how it can level up your business.

Jerry talks through the major components of the EOS model—from setting rocks, to the meeting rhythm, to deciding measurables of your scorecard. He discusses the difference between the visionary role and the integrator role and even gives us some behind-the-scenes takeaways from working with Alan Moore and Michael Kitces, both visionaries.

Jerry will be hosting an interactive Pre-Conference workshop for advisors at XYPN LIVE, where he will share the benefits of implementing this system for your company.

EOS is a core component of how XYPN runs its business, and today's episode will give you some ideas on how to get more out of your business using EOS principles.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/316

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