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XYPN Radio

XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, Maddy Roche and guests deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.
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Aug 25, 2021

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 at #XYPNLIVE 2021, where he will share the benefits of implementing this system for your company. Check out more details and register for that event here. 

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: http://www.xyplanningnetwork.com/316

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