EOS provides powerful guardrails for scaling—but most firms need flexibility, not rigidity. In this session, we’ll explore how to apply EOS principles in a way that aligns with your firm’s structure, strategic vision, and leadership bench—without forcing a one-size-fits-all model.

• Define the core EOS components and how they fit into your firm.

• Where the EOS structure is done exceptionally well, and where most wealth management firms need to adapt it.

• Practical ways to keep EOS as a guidepost without it becoming overly rigid.

• Quick overview of the ninety.io software.

This session will be in a Zoom webinar format and registration can be located on our LinkedIn Page (NORA Partners) or by using the source link below.

**NOTE: Gray and Josie are not certified EOS implementers. We simply have studied the system and engaged with it for many years. We are comfortable with the nuisances but will not come into your firm to fully implement the EOS platform.