Financial Advisors Want To Know Podcast

Financial Advisors Want to Know: How an Outsider's Perspective Can Transform Your Firm's Growth - Ep 62 John Yanchek

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.

John Yanchek is a managing partner of Montis Financial. He has extensive experience in institutional finance, having worked at Goldman Sachs’ Investment Banking Division, in both merger and acquisitions, and capital markets, as well as a member of the investment team at Boston-based private equity investment manager ArcLight Capital Partners. While at Goldman Sachs, John’s responsibilities included advising public and private companies of all sizes on commercial and operational decisions including M&A, financing, corporate governance and strategic project development.

At ArcLight, John evaluated and underwrote new investment opportunities. He oversaw and worked closely with C-suite executives of multibillion dollar businesses to create and execute strategic, financial and operational initiatives.

Outside of the office, John loves to play squash, golf, back-country ski, scuba dive and hike. He lives in Wellesley with his wife Caitlin, daughters Rory and Regan and mini golden Ranger.

Podcast Takeaways:
Fresh Eyes Can Drive Innovation: Bringing in outside perspectives can challenge legacy processes and identify more efficient ways to operate.

Employee Value Proposition is Key: Attracting and retaining top talent creates a superior client experience and drives sustainable growth.

EOS for Accountability: Implementing the Entrepreneurial Operating System (EOS) provides a framework for vision-setting, accountability, and long-term traction.

Beyond Unit Economics: Scaling requires a shift from focusing solely on client profitability to also optimizing employee relationships and firm structure.

Vision Without Traction is Hallucination: Grandiose visions require systems and processes to ensure accountability and turn those visions into reality.

Connect with John:
https://www.linkedin.com/in/johnyanchek
https://montisfinancial.com/

Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/

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