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YOU BUILT A PRACTICE. IT'S TIME TO BUILD A FIRM.

I help faith-driven financial leaders align their partners and advisors, scale with intention, and build a firm that multiplies their mission — not consumes their life. Through EOS, a system used by over 40,000 companies.

Get every partner, advisor, and ops leader 100% aligned on the firm's direction

Weekly scorecards tracking the activities that predict growth — not just trailing AUM

Senior advisors who collaborate instead of compete

BOOK YOUR FREE 90-MINUTE SESSION

Trusted by financial firms and advisory practices across Texas

Peter Croft leading an EOS session for financial firm leaders

Sound Familiar?

The 5 Frustrations Every Financial Firm Owner Knows

If you feel any of these, you're not broken. You're normal. 95% of entrepreneurs feel this way. The other 5% run on a system.

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Lack of Control

You started this firm to help families build wealth. Now you spend half your day managing advisors, compliance issues, and office politics.

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Overhead Creep

AUM is up 30% but your take-home hasn't changed. Every new advisor costs more than they bring in for the first 18 months.

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Advisor Alignment

Your senior advisor is great with clients but refuses to follow your process. Your operations person is overwhelmed.

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The $200M Wall

You know firms with $500M aren't 2.5x smarter — they just have better systems. But every time you systematize, your advisors push back.

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Strategy du Jour

You've invested in CRM (nobody logs activities). You've hired a COO (culture clash). You've done a strategic planning day (the plan is in a drawer).

The difference between a practice and a firm? A system. That system is EOS.

The EOS Approach

Vision. Traction. Healthy.

A complete, proven system — not another management fad.

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Everyone on the Same Page

Get every partner, advisor, and operations leader 100% aligned on the firm's direction. Not just AUM targets — the kind of clients you serve best, the service model that differentiates you, the firm you want to be in 10 years.

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Disciplined Execution, Every Day

Weekly scorecards tracking activities that PREDICT growth — not just the trailing AUM number. Quarterly priorities that keep strategic initiatives on track.

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A Team That Actually Works Together

Partners who resolve disagreements before they become resentments. Advisors who feel like co-owners, not hired guns. A leadership team with real trust.

By The Numbers

Road-Tested. Not Theoretical.

100+ Full-Day Sessions

40+ Leadership Teams Served

15+ Industries

10+ Years EOS Experience

Step 01

Experience EOS in 90 Minutes

Your Team Will Leave Aligned and Energized

We'll work through a real challenge your firm is facing — maybe it's advisor accountability, succession planning, or the gap between your vision and your team's execution.

Identify your team's #1 issue — and solve it together in the room
See the Six Key Components that strengthen every business
Walk out with clarity on your next steps — whether EOS is right for you or not

Copper engraving illustration of alignment

Step 02

From 20% to 80% Strong

A Two-Year Journey to a Truly Great Firm

Financial firms typically see breakthrough results within 6–9 months: clearer roles, better advisor accountability, and a leadership team that actually trusts each other.

Quarterly full-day sessions to reset priorities and solve issues
Weekly Level 10 meetings that your team will actually look forward to
Simple, practical tools your team owns — not a dependency on a consultant

"Vision without traction is hallucination."

— Gino Wickman

Ready to turn your vision into reality?

BOOK YOUR FREE 90-MINUTE SESSION

"Financial firms don't fail because of bad advice. They stall because of misaligned leadership. EOS fixes that."

Why I Work With Financial Firms

I've spent years working with faith-driven financial leaders — RIA founders, wealth management partners, advisory firm owners — who share a common frustration: they built a great practice, but can't seem to build a great firm.

The gap isn't talent or market knowledge. It's systems. It's alignment. It's the difference between a collection of individual producers and a true firm with shared vision, shared accountability, and shared success.

When I discovered EOS, I saw how perfectly it addressed the unique challenges financial firms face — partner dynamics, advisor autonomy, succession planning, and the constant tension between growth and service quality.

Today, I help faith-driven financial leaders build firms that matter — firms that serve their clients, their teams, and their communities with excellence and intention. If your firm could be more aligned, more profitable, and more fulfilling to lead, I'd love to show your team what's possible.

What Leaders Say

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Peter creates a space where people can show up as themselves. He challenges teams through deep questions and uses humor to keep things light.

Michele Anderson Austin Habitat for Humanity

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Working with Peter has been transformational for our leadership team. We finally have a rhythm and accountability structure that works.

Robert Dicks Unicorn Moving and Storage

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Peter helped us see what was really holding us back. Within two quarters, we broke through a ceiling we'd been stuck at for three years.

Scott Nunnelly Live Oak Construction

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Peter both simplifies the complex and connects very well with people. He listens, cares, and leads with a generous heart.

Grant Stine APSCO

Industries We Serve

EOS Implementation for Your Industry

Construction Companies Align your field and office teams. Scale without the chaos. Learn more →

Financial Firms Build a firm, not just a practice. Align your advisors. Learn more →

Trades & Service Businesses Stop being the best technician. Start being the best leader. Learn more →

Other Industries EOS works for any entrepreneurial company with 10–250 employees. Get in touch →

Frequently Asked Questions

Yes. RIAs, wealth management firms, and insurance agencies are increasingly adopting EOS. The system helps firms move from being a collection of individual practices to a true firm with shared vision, accountability, and processes. It's especially powerful during transitions — whether you're scaling, adding advisors, or planning succession.

EOS (Entrepreneurial Operating System) is a complete set of simple concepts and practical tools used by over 40,000 companies worldwide. It helps leadership teams clarify their vision, gain traction, and build a healthy team. It was created by Gino Wickman and is detailed in the book Traction.

I'm a professionally trained facilitator who guides your leadership team through the EOS process. I lead quarterly and annual planning sessions, teach EOS tools, and hold your team accountable. Think of me as a skilled facilitator — not a consultant who tells you what to do, but a partner who helps your team discover and implement the answers together.

The journey starts with a free 90-Minute Meeting. From there, most teams meet with me for a full day each quarter, plus two annual planning sessions. Between sessions, your team runs weekly 90-minute "Level 10" meetings on your own. Most clients see significant results within two years.

I'm happy to discuss investment during our initial conversation. The 90-Minute Meeting is completely free. EOS implementation is an investment in your leadership team — and the ROI our clients see in growth, profitability, and quality of life makes it one of the best investments they've ever made.

Yes. While I'm based in Austin, I work with leadership teams across the country. Sessions can be facilitated in person or virtually.

EOS is designed for entrepreneurial companies with 10–250 employees. If you have a leadership team and you're doing at least $1M in revenue, EOS can help you get what you want from your business.

Imagine every advisor, every associate, every operations person aligned. All seeing the same future for the firm. Executing on it daily.

Clients feel the difference. Referrals increase. Your best people stop leaving. That's EOS in a financial firm.

I can show your team how it works in 90 minutes.

BOOK YOUR FREE 90-MINUTE SESSION

No pitch. No pressure. If EOS isn't the right fit, I'll tell you.