Ep. #23: Applying EOS to Your Practice - Al Davis, CFP®, EA & Adrianne Gordon

Practical Wisdom from ACP Financial Advisors
09/12/2022 42 min
Ep. #23: Applying EOS to Your Practice - Al Davis, CFP®, EA & Adrianne Gordon

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Episode Synopsis

As our financial planning practices grow, we sometimes find ourselves stuck on plateaus, facing problems that can’t be solved by working harder. How do we make progress when the tools we’ve used up til now won’t get us to our next professional goal? The Entrepreneurial Operating System (EOS) could provide the answer. Our guests, Al Davis, CFP®, EA, founder of Davis Financial Planning, and Adrianne Gordon, CEO & Partner, discuss how they use EOS to navigate the continued growth of their firm.

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Al Davis and Adrianne Gordon, please visit www.DavisFinancialPlanning.com

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