How Lifestyle and Solo Advisor Firm Owners Can Grow Business Intentionally with Natalie Bergsma

Natalie Bergsma is a seasoned consultant and executive coach with over 20 years of experience working in the financial services industry. Her journey began unexpectedly, shifting from academia in physical chemistry to financial services, where she became a key player in helping advisory firms implement best practices. After realizing her career path was being driven by external expectations, she pivoted to focus on personal fulfillment and professional growth. Natalie has built a successful practice, BeyondFA, that combines her consulting expertise with a strong focus on mindset and personal development, guiding advisors and firms toward purposeful growth. She is passionate about helping leaders and businesses overcome mental blocks, achieve meaningful change, and align their personal and professional goals. Having relocated to Costa Rica and experienced her own personal transformation, Natalie integrates life coaching and mindset work into her practice, enabling clients to achieve success with balance and intention.Featured Resources  Natalie Bergsma on LinkedIn Natalie Bergsma on Twitter BeyondFA on LinkedIn BeyondFA.comEnjoyed This? You’ll Also Love:   How to Develop and Infuse Generosity Into Your Company Culture  Six People You Need In Your Life To Develop Your Career How to Align Your Values With Your Career and Service ModelTune in now as we chat with Natalie about how to overcome imposter syndrome while pursuing intentional growth, attaining success by customizing best practices, and the importance of alignment between leaders and their teams.