Kestra Out Loud Podcast

Author: Kestra Financial

Podcast delivering valuable information to entrepreneurs and Financial Advisors.
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Language: en

Genres: Business, Investing

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Maximizing Growth and Efficiency with EOS®
Episode 22
Tuesday, 23 May, 2023

Discover how the Entrepreneurial Operating System® (EOS®) can support small and medium-sized business growth. Join Mark Schoenbeck, EVP of Advisor Engagement at Kestra Financial, as he interviews Alex Panas, Managing Partner and Wealth Planner at Synthesis Wealth Planning, about his experience with EOS. Learn how EOS can streamline operations, increase accountability, and foster team culture. As financial advisors, understanding EOS is crucial for long-term success. Tune in now for valuable insights and practical tips!