Jared Stein's career path reads like a choose-your-own-adventure: five CrossFit gyms in New York, a stint at the NBA, teaching spin at Flywheel, and running operations at a wellness resort. Now he is the COO and integrator at Strategy Financial Group, a wealth management firm helping retirees protect their families and their legacy. In this conversation with Christine Watts and Kris Snyder, Jared talks about what happened when he stopped keeping EOS inside the leadership team and rolled it out to every department and every person in the company. He shares the moment a nervous team rated their first meeting a 10 out of 10, how he went from thinking core values were "psychobabble BS" to seeing them completely change how teams operate, and the million-dollar gym deal with a friend that went sideways because he skipped the paperwork.

Key topics:

• Rolling EOS out beyond the leadership team to every department in the company
• The moment a nervous team gave their first structured meeting a 10 out of 10
• Going from "core values are psychobabble BS" to making every decision through them
• A million-dollar CrossFit deal that fell apart because the paperwork was skipped
• Why the integrator seat is about removing obstacles, not doing everything yourself

About Jared Stein:
Jared is the COO and integrator at Strategy Financial Group.
Connect with Jared: Instagram
Website: strategyfinancialgroup.com

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