Ep 135: EOS for RIAs

EOS for RIAs – The RIA Podcast with Seth Greene Episode 135 Jamie Cornehlsen Jamie Cornehlsen started his first company in grade school during the oil embargo in 1979. No Starbucks existed, so he and two friends sold coffee and donuts to people who were sitting in their cars, in long lines to purchase gas. The entrepreneurial seed was planted, and Jamie knew he was destined to own his own company. In 2001, Jamie started his second business, developing and managing mutual funds for financial advisors. "Conquering the Divide: How to Use Economic Indicators to Catch Stock Market Trends," a book Jamie co-authored, explains the investment process. The assets snowballed to $229 million only to see the value fall to $31 Million. The business hit the ceiling. After using the Entrepreneurs Operating System, EOS® to start over, he started Fitter Financials in 2011 to help financial advisors use EOS to practice to the next level. Since then, he has worked with more than 90 entrepreneurs in many industries to help them build organizations that allowed them to reclaim the freedom they went into business to attain. Jamie is married to Elizabeth, a schoolteacher by trade who cares for their 4-year old son. There is nothing better in life than hearing your Son Belt out Tom Petty Songs. When not working on his craft, Jamie swims, bikes and runs. Jamie is a member of the U.S. Triathlon team and has competed with the team at the world championships since 2013. Jamie received his MBA from William E. Simon Graduate School of Business at the University of Rochester, and his Bachelor of Arts in Economics from the University of Colorado. He studied econometrics at the University of York in England. Jamie is a CFA Charter holder and past president of the CFA Society of Colorado. Jamie loves what he does with a complete set of simple, practical tools because it's the best way to connect people with their purpose and passion. Listen to this insightful RIA episode with Jamie Cornehlsen about using the Entrepreneurial Operating System for RIAs. Here is what to expect on this week’s show: - How the Entrepreneurial Operating System uses practical tools to help businesses achieve their goals and get organized. - How EOS provides a blueprint for running a business effectively by addressing aspects such as conversions, strategy, and client service. - Why EOS allows business owners to leverage the skills and capacities of their team. - How EOS helps financial advisors to be more focused on their clients, investments, and financial pans. - Why having the right team is essential for adapting to market changes. Connect with Jamie: Links Mentioned: eosworldwide.com Twitter @EOSWorldwide Instagram @entrepreneurialoperatingsystem Facebook facebook.com/eosworldwide LinkedIn linkedin.com/company/eos-worldwide-llc Learn more about your ad choices. Visit megaphone.fm/adchoices