Wealth Planning for the Modern Physician

The Entrepreneurial Operating System (EOS)


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Listen in as David chats with CPA and professional EOS implementer Crystal Faulkner about the Entrepreneurial Operating System and how physicians and practice owners can benefit from using it in their practices or entrepreneurial ventures.

David and Crystal discuss what the EOS is, how it differs from other strategic planning processes, and what the 6 key components of a business/practice are. They then examine the challenge and approach to dealing with people on the team and getting them in the “right seat”.  Crystal then covers the importance of culture and how her clients who use the EOS fared during the pandemic. 

You can find show notes and more information by visiting www.physicianswealthpodcast.com

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Wealth Planning for the Modern PhysicianBy David B. Mandell, JD, MBA

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