Advisors, are you ready to take control of your company’s helm? This means focusing less on client work and more on business development as a leader!

In this episode, Jon Kuttin helps you leap from being just an advisor to leading your company as an entrepreneur. Jon draws from his experience in using the Entrepreneurial Operating System (EOS), which provides simple systems and processes you can implement right away.

Jon discusses:

  • How he has implemented the EOS system in his wealth management firm
  • The Vision, Tracker, Organizer (VTO) model that helps you bring your vision to life
  • The Issue, Discuss, Solve (IDS) approach for overcoming business hurdles
  • How to use leading indicators to effectively track your progress
  • And more!


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