Financial Advisor's Workshop with Brian Kasal #62 From USAF to Financial Planning w/ Nate Oltmans, CEO and Partner, Cornerstone Wealth Management
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Nate Oltmans (https://www.cwmteam.com/), is the CEO, Partner, and Certified Financial Planner at Cornerstone Wealth Management. He joins and shares his unique journey from an Air Force B-52 bomber pilot to a Certified Financial Planner. Nate shares how the Entrepreneurial Operating System (EOS) has transformed their firm, creating a structured approach, clarifying core values, and ensuring accountability among their 12-member team.
In this episode, Nate and Brian discuss:
AI's Impact On The Financial Industry
Finding Your Authentic Self in Financial Advisory
LinkedIn: https://www.linkedin.com/in/nate-oltmans-2211467/
Website: https://www.cwmteam.com/
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