Financial Advisors Want to Know: The "Ins and Outs" of Annual EOS Planning - Ep 56 Scott Rusnak

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.

Scott Rusnak is an Executive Coach, Expert EOS Implementer® and a Board-Certified Coach for the US and British Olympic Teams. He is also the Author of The Entrepreneur’s Field Guide.

Scott has co-founded and successfully exited multiple businesses, including Schoollogic, GolfNow, HM Systems, and Tutela. Each successful transition has been attributed to the tools within the EOS framework.

With more than 30 years of experience in the entrepreneurial world as a Coach, Consultant, and Advisor, he helps his clients recognize blind spots and learn lessons that can only be taught by someone who has been through it all.

Podcast Takeaways:
Healthy Teams First: Annual planning isn’t just about setting goals—fostering vulnerability-based trust and healthy conflict within your team is foundational for success.

Off-Site for Insight: Annual planning should happen off-site to create a fresh perspective and eliminate distractions, allowing for deeper strategic discussions.

Structured Cadence: The EOS process emphasizes annual planning for team health and vision alignment, while quarterly sessions focus on short-term execution and measurable goals.

Solo Practitioners Need Planning Too: Even solo advisors should engage a facilitator to guide annual planning and ensure goals are actionable and scalable.

Tools for Success: Resources like Patrick Lencioni’s The Five Dysfunctions of a Team and The Ideal Team Player are critical for building stronger, more effective teams.

Connect with Scott:
https://www.linkedin.com/in/scottrusnak
https://scottrusnak.com/

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