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Ep 56: The "Ins and Outs" of Annual EOS Planning
Ep 56: The "Ins and Outs" of Annual EOS Planning
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.Today, I’m joined by Scott Rusnak, an Executive Coach, Expert EOS Implementer®, and Board-Certified Coach for the U.S. and British Olympic Teams. He is also the author of The Entrepreneur’s Field Guide and has successfully exited multiple businesses using EOS (Entrepreneurial Operating System®) tools.With 30+ years of experience in entrepreneurship, coaching, and consulting, Scott helps business owners recognize blind spots and develop strategies for sustainable growth.
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Episode 56: The "Ins and Outs" of Annual EOS Planning
Guest: Scott Rusnak
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.
Today, I’m joined by Scott Rusnak, an Executive Coach, Expert EOS Implementer®, and Board-Certified Coach for the U.S. and British Olympic Teams. He is also the author of The Entrepreneur’s Field Guide and has successfully exited multiple businesses using EOS (Entrepreneurial Operating System®) tools.
With 30+ years of experience in entrepreneurship, coaching, and consulting, Scott helps business owners recognize blind spots and develop strategies for sustainable growth.
Key Takeaways:
✅ Healthy Teams First – Annual planning isn't just about setting goals. Building trust, transparency, and healthy conflict within your team is key to success.
✅ Off-Site for Insight – Holding annual planning off-site removes distractions, fosters creative thinking, and leads to stronger strategic discussions.
✅ Structured Cadence Matters – EOS emphasizes annual planning for vision alignment and quarterly meetings to drive short-term execution and accountability.
✅ Solo Advisors Need Planning Too – Even independent financial advisors should engage a facilitator to guide annual planning, ensuring actionable and scalable goals.
✅ Tools for Success – Books like The Five Dysfunctions of a Team and The Ideal Team Player by Patrick Lencioni are invaluable for building strong, effective teams.
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🌐 Website: Dominion Enterprise Services
📧 Email: admin@dominiones.com
