Execution without vision creates misalignment, but vision without execution creates stagnation.

Most financial advisors are what Gino Wickman, in his book Traction, would call visionaries. They see what could be and have the unique ability to take risks. They build the airplane while it is already in the air.

But Wickman also makes another point. Visionaries are usually not strong integrators. In simple terms, they are not always the ones who build the structure, discipline, and accountability needed to turn that vision into something scalable.

This framework comes from EOS, which stands for Entrepreneurial Operating System. EOS is a system designed to help businesses create clarity, accountability, and healthy execution. It is more than just growing revenue, although revenue is often the result. EOS focuses on healthy, sustainable growth.

In this episode, Justin sits down with Rachel Downey, a certified EOS coach, to discuss why visionaries need implementers. Someone who can translate vision into action and keep the team grounded while the advisor continues to innovate.

They also discuss clear and vulnerable communication, what healthy accountability really looks like, and what a leadership team running fully on EOS actually feels like.

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Guests and companies featured on Beyond The IMO are selected based on relevance and value to independent advisors. Neither Justin nor Beyond The IMO receive compensation, referral fees, or incentives tied to who appears on the show.