Before engaging with Ironstone, Fernando Ereneta of Legacy Wealth Advisors was already a successful financial advisor with a growing practice.
However, he knew he could use the assistance of a professional financial advisor coach to take his firm to the next level and better serve his clients.
Since engaging with Andrea and Ironstone, Fernando’s team has made great strides, especially thanks to the detailed job descriptions and task lists created for each employee’s role.
In this testimonial video, hear Fernando describe the way any frustration within his firm has been replaced with purposeful orchestration of responsibilities and better communication.
To learn more about the benefits of embracing task lists and detailed job descriptions, check out our video on Putting the Power of Task Lists to Work.