Broker Check

Alex Panas on Maximizing Growth and Efficiency with EOS

June 27, 2023

Our very own Alex Panas, CFP®, AIF® was able to sit down with Kestra Financial's Mark Schoenback to give some helpful insight on maximizing growth and efficiency with EOS. The Entrepreneurial Operating System (EOS) is a set of simple concepts and practical tools used by more than 190,000 companies around the world to define, clarify, simplify, and achieve their vision. Hear more about this system and how it has been implemented at Synthesis Wealth Planning in the video below.


Kestra Financial, Inc. is the parent company of Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services may be offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS is not affiliated with other entities referenced on this document. Kestra Financial, Inc. is a subsidiary of Kestra Holdings.