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How Financial Advisors Who Embrace Coaching Succeed

  • By Ironstone
  • |
  • October 2, 2018

Financial Advisor Nathan Legrand, CFP®, has been in the financial service industry since 1995. He co-founded CenterPoint Financial Group in Omaha in 2000 with the goal of providing an independent financial planning experience for families and individuals.

While crafting a unique and tailored financial approach for families and business owners, he knew that embracing a financial advisor coach would fully align internal resources and help him take his practice to an entirely new level of service.

Nathan began working with Ironstone in 2009 and now has fully embraced consistent best practices across his entire firm as outlined by our Fundamental 4TM process.

In our latest video, see how Nate and his team have achieved success they directly attribute to strong coaching.

“I feel for the first time since I started in business almost 23 years ago that everyone on the team is rowing in the same direction,” said Nathan. “Everyone needs a coach; everyone needs guidance.”

How to Explore Coaching

So, is your team rowing in the same direction? If you need Ironstone to coach your financial advisor practice from chaos to calm, please contact us for a complimentary call to begin solving your most pressing problems. We’re here to help!

Are you just getting by or are you getting better? Get started today!

Author Bio

Ironstone is a learning and development consultancy with business acumen that translates across many industries. Our focus is on practice management strategies in order to enhance and improve both business and personal life. We support professionals who want major and comprehensive improvements that look at all aspects not just an isolated area for change. Ironstone has identified 4 key performance areas known as the Fundamental 4™, which are required to design, develop, and sustain a successful business.