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Manage Your Firm & Clients Incrementally [175]
Manage episode 430702267 series 3558245
İçerik Elements Technology, Inc. and Jordan Haines tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Elements Technology, Inc. and Jordan Haines veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Host of Elementality, Jordan Haines, CFP®, is joined by Adam Frederico, a personal finance outsider and EOS Implementer. Adam runs and operates a landscaping business and has become an expert in all things EOS (Entrepreneur Operating System).
During this discussion Jordan and Adam talk about how financial advisors can get their business out of their head and implement a system to turbocharge their business. They also discuss how advisors could use EOS as a tool to help their clients get things done.
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