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Dean Holmes – Entrepreneurial Revolution in Financial Planning

Dean Holmes
Adviser

Dean Holmes – Entrepreneurial Revolution in Financial Planning

Dean Holmes  has a long history in Financial Services and is super passionate about helping advisers realise their potential, and giving those who want to start their own business an ecosystem of support that helps them focus on their clients more than the day to day jobs of running a business.

In this session, Dean will take us through his EOS (Entrepreneurs Operating System) framework and his business action plan for anyone looking to start or grow a business. We’ll also discuss the common fears and challengers advisers face when starting a business.

From this session, you’ll walk away with an understanding of how to manage the extra work required in running a business compared to being an adviser as well as Dean’s six step business action plan which highlights the areas advisers need to think about when setting up and running their own future-proof advice business.

You can check out The Wealth Network Group on XY HERE.

You can connect with Dean HERE.

6 months ago

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