Nate Oltmans, 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
Talk With Brian Directly On How FourStar Can Help Grow Your Practice!
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