Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath Financial and JWC/JWCA are unaffiliated entities
Episodes
Wednesday Oct 16, 2024
Wednesday Oct 16, 2024
On this episode of The Above Board Podcast, John Kennedy and Matt Marcoux break down the visionary and integrator roles from Gino Wickman's 'Traction.' They chat about how these roles work at CandorPath, sharing their experiences with balancing big ideas and practical execution. Whether you run a small business or work on a team, you'll get some great tips on improving your business and client experience.
Traction: Get a Grip on Your Business by Gino Wickman: https://www.eosworldwide.com/traction-book
- 00:54 Introducing the Book 'Traction' by Gino Wickman
- 01:33 Visionary vs. Integrator Roles
- 04:36 Implementing EOS in Our Company
- 05:39 The Journey of CandorPath
- 07:18 Defining Roles and Responsibilities
- 09:34 Creating a Unique Client Experience
- 15:44 The Importance of Visionary and Integrator Dynamics
- 29:13 Final Thoughts and Takeaways
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