The Knowledge at Wharton Network Acast feed serves as a curated showcase highlighting the best content from our podcast collection. Each week, we feature one standout episode from each show in the Wharton Podcast Network, giving listeners a comprehensive sample of our diverse business and academic content. This rotating selection allows audiences to discover new shows within our network while experiencing the depth and variety of Wharton's thought leadership across different topics and forma ...
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Вміст надано Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Ep. #23: Applying EOS to Your Practice - Al Davis, CFP®, EA & Adrianne Gordon
Manage episode 349411755 series 2639281
Вміст надано Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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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29 епізодів
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Manage episode 349411755 series 2639281
Вміст надано Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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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continue reading
29 епізодів
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Схожі до Practical Wisdom from ACP Financial Advisors
The Knowledge at Wharton Network Acast feed serves as a curated showcase highlighting the best content from our podcast collection. Each week, we feature one standout episode from each show in the Wharton Podcast Network, giving listeners a comprehensive sample of our diverse business and academic content. This rotating selection allows audiences to discover new shows within our network while experiencing the depth and variety of Wharton's thought leadership across different topics and forma ...
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…
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Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Each weekday, Marketplace’s Kimberly Adams makes today make sense along with her Marketplace colleagues, breaking down happenings in tech, the economy, and culture. Because none of us is as smart as all of us.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
News and views on business and the world of personal finance. Plus the very latest from the financial markets around the globe
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continue reading
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