Managing a financial services firm can sometimes feel like spinning a hamster wheel. It’s an endless cycle of on-boarding and off-boarding employees and clients, buried in day-to-day tasks without taking measurable steps toward sustained growth.

Maybe you’ve even grown the firm unintentionally, adding more production employees without putting the right functional leaders in place to support this new, larger organizational structure. Getting traction on a shared vision for the business, all while staying a healthy and cohesive team, can get you off the hamster wheel permanently. And that is exactly what firms running on The Entrepreneurial Operating System® (EOS) achieve.

Get a grip on your growth with EOS

EOS is designed for companies with 10-250 employees whose leaders are ready to get a grip on the moving parts of the business. It’s not software—it’s a human-powered system, a proven set of simple, real-world practical tools to help you run a better business and ultimately, live a better life.

On the EOS implementation journey, your leadership team will work to strengthen six key components of your business: Vision, People, Data, Issues, Process and Traction. The result is a business that’s easier to manage, scale, and ultimately transition when the time comes.

EOS is designed for professional and financial service firms

The best news is that financial service firms are perfectly poised to start running on EOS, if their leaders are growth-oriented, open-minded, and willing to run the firm differently from “the way we’ve always done it.”

Find out how strong your firm is in the six key components using the free Organizational Checkup™ (select Individual Account). You’ll receive immediate results to help you strengthen your business and prepare for growth. Or to learn more about implementing EOS in your business, visit my website.

ABOUT KELLY O’DONNELL, Professional EOS Implementer
Kelly O’Donnell is a Professional EOS Implementer, helping entrepreneurial leadership teams gain traction toward their vision through accountability and discipline, and grow together in a healthy, cohesive way. She has 20+ years of experience working with, and for, quickly scaling organizations, including leading a marketing, communications, and business development agency providing middle-market firms with fractional marketing leadership.