Jared Stein shares his unconventional path from running CrossFit and Orange Theory gyms to becoming a Chief of Staff at a virtual investment firm. He talks about managing operations, streamlining team roles, and implementing the Entrepreneurial Operating System (EOS). Jared also discusses how his firm helps clients with a deep financial “X-ray” to spot hidden overlaps in their investment portfolios.

Links Mentioned:

Company Website

Email Jared Stein

​​Get in touch with Emily:

Want to chat with Emily? Book a quick clarity call here.

Free Leadership Resources

LinkedIn

Website

Newsletter

Who Am I?

If we haven’t yet before - Hi👋 I’m Emily, Chief of Staff turned Executive Leadership Coach. After a thrilling ride up the corporate ladder, I’m focusing on what I love - working with people to realize their professional and personal goals. Through my videos here on this channel, books, podcast guest spots, and newsletter, I share new ideas and practical and tactical tools to help you be more productive and build the career and life you want.

Time Stamps:

00:36 Jared's Unconventional Path to Chief of Staff

02:38 Challenges and Transitions During COVID

04:02 The Chief of Staff Opportunity

07:13 Interview Process and Personal Milestones

08:29 Joining Poterack Capital

15:46 Virtual Operations and Team Dynamics

18:12 Client Onboarding and Financial X-Ray

20:22 Understanding the Client Process

24:41 Implementing Organizational Discipline

26:45 Advice for Aspiring Chiefs of Staff

32:56 Final Thoughts and Contact Information