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Entrepreneurial Revolution in Financial Planning

Entrepreneurial Revolution in Financial Planning

Dean Holmes
Adviser
Dean Holmes
Adviser

Entrepreneurial Revolution in Financial Planning

Thank you Dean Holmes for a really informative session on building a future-proofed advice practice. Dean unpacked how his business, and the businesses who are part of The Wealth Network license implement the EOS (Entrepreneurial Operating System) framework using Traction Tools.

Here’s the slides Dean referred to throughout the session:

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It was great to connect with plenty of XY’ers through the chat box and thank you Robert Warry, Jake Wilkins, Tim Wortlehock and Andrew Lane for some great questions 👏.

Dean, I loved the ‘mail room vs email’ picture you painted, and I completely agree that email is not a ‘workflow tool’.

To connect with Dean, you can message him direct (and follow him) on XY HERE.

Highly recommend joining The Wealth Network Group on XY as well, as Dean is regularly sharing content, sparking discussions and sharing info on the webinars he hosts for those who are considering starting their own business.

And watch this space for The Wealth Network Masterclass to launch in the ‘Courses’ section of the platform shortly. Dean discusses this in more detail around the 1hour and 3 minute mark ✌️

9 months ago

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Thank you Dean Holmes for a really informative session on building a future-proofed advice practice. Dean unpacked how his business, and the businesses who are part of The Wealth Network license implement the EOS (Entrepreneurial Operating System) framework using Traction Tools.

Here’s the slides Dean referred to throughout the session:

undefined

It was great to connect with plenty of XY’ers through the chat box and thank you Robert Warry, Jake Wilkins, Tim Wortlehock and Andrew Lane for some great questions 👏.

Dean, I loved the ‘mail room vs email’ picture you painted, and I completely agree that email is not a ‘workflow tool’.

To connect with Dean, you can message him direct (and follow him) on XY HERE.

Highly recommend joining The Wealth Network Group on XY as well, as Dean is regularly sharing content, sparking discussions and sharing info on the webinars he hosts for those who are considering starting their own business.

And watch this space for The Wealth Network Masterclass to launch in the ‘Courses’ section of the platform shortly. Dean discusses this in more detail around the 1hour and 3 minute mark ✌️