Ep 71: Inside Centura’s Elite Advisor Collaboration Program

At Centura Wealth Advisory, we believe that collaboration is key to achieving financial success for their clients. 

In Episode 71 of our podcast, Live Life Liberated, we discussed our new program, the Elite Advisor Collaboration Program (EACP), which aims to help financial advisors achieve success by collaborating with other top-tier professionals.

Collaborating for Success

EACP Overview

The EACP (Elite Advisor Collaboration Program) is a program designed to help financial advisors find like-minded professionals who are collaborative and committed to achieving success. The program encourages transparency and openness to collaboration.

Benefits of Collaboration

Derek Myron, a 24-year veteran of the financial advisory business, believes that collaborating with other top advisors is the fastest way to grow and learn. Collaboration with estate planning attorneys, CPAs, and other financial advisors can provide better solutions for clients and elevate the quality of service.

Building a Culture of Continuous Improvement

Jonathan Freeman, from Intel Corporation, sees the value in building a real enterprise that is the best in the business in serving clients. By implementing a culture of continuous improvement, he believes that a competitive advantage can be achieved.

Collaborative Opportunities

The EACP offers various ways to collaborate, such as study groups and joint cases. The program is open to financial advisors who are committed to achieving success and providing the best solutions for their clients.

Iron Sharpens Iron

The EACP’s philosophy is that iron sharpens iron. By collaborating with other top-tier professionals, financial advisors can elevate their game and achieve success that would be difficult to achieve alone.

The Five Pillars of Financial Planning

In addition to the EACP, Centura Wealth Advisory has five pillars that we use to achieve their clients’ financial goals. 

Pillar 1: Marketing and Business Development

The first pillar is marketing and business development, which involves getting new clients to the table.

Pillar 2: Financial Planning

The second pillar is financial planning, which starts by understanding the client’s current situation and their North Star, which is their future state of where we are headed.

Pillar 3: Investments

The third pillar is investments, which includes liquid and illiquid investments that will help clients achieve their financial goals and maintain their lifestyle.

Pillar 4: Insurance Solutions

The fourth pillar is insurance solutions, which provides tax-efficient vehicles to deliver estate solutions.

Pillar 5: Practice Management

The fifth and final pillar is practice management, which focuses on how to run the team, find and grow people, and run systems and processes efficiently.

Centura Wealth Advisory’s Financial Advisor Program

Centura Wealth Advisory also offers a program for financial advisors to learn more about their pillars and best practices. The program walks the advisors through a brief introduction of the program and the different elements of the pillars. We collaborate with the advisors, who choose one or two pillars that interest them the most and an area where we think we can teach the most. The program aims to build trust by exposing thoughts and solutions.

Building Trust through Collaborative Approaches

Centura Wealth Advisory values collaborative approaches to building trust and achieving financial success. We believe that partnering with other professionals or witnessing and participating in their process can be a great way to learn and build trust. For example, we share how an advisor introduced them to an ultra-high-net-worth client, and we worked side by side through their financial planning process, achieving a great outcome for the client. The advisor also learned about Centura Wealth Advisory’s approach and solutions.

Commitment to Financial Success and Freedom

Centura Wealth Advisory is dedicated to helping clients achieve financial success and freedom. We believe that financial success is not just about accumulating wealth but also about living life liberated. Their team of experienced professionals provides customized solutions to meet each client’s unique needs, whether we are just starting out or are already well-established.

Partnering with Centura Wealth Advisory

If you’re looking for a partner to help you achieve financial success and live life liberated, Centura Wealth Advisory may be the right choice for you. Their team of experienced professionals is committed to providing customized solutions that meet your unique needs and help you achieve your financial goals.

Learning More about Centura Wealth Advisory and Our Services

To learn more about Centura Wealth Advisory, our Elite Advisor Collaboration Program, and five pillars of financial planning, visit our website or listen to their Live Life Liberated podcast. By taking the first step towards financial freedom and partnering with Centura Wealth Advisory, you can start living life liberated today.

Connect With Centura

At Centura Wealth Advisory, we go beyond a traditional multi-family office wealth management firm to offer advanced tax and estate planning solutions which traditional wealth managers often lack in expertise, knowledge, or resources to offer their clients.

We invest heavily into technology and systems to provide our clients with fully transparent reporting and tools to make informed decisions around their wealth plan.

Read on to learn more about our 5-Step Liberated Wealth Process and how Centura can help you liberate your wealth.

Disclosures

Centura Wealth does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

For additional information about Centura, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).  Please read the disclosure statement carefully before you engage our firm for advisory services.