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

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

In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.