Bringing Exponential Value to Clients With the Elite Advisor Collaboration Program (Ep. 71)
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When financial advisors collaborate with fellow professionals (EPAs, CPAs, other advisors, etc.), it helps them improve their client service and simultaneously accelerate their own growth.
This is the rationale behind Centura Wealth Advisory’s Elite Advisor Collaboration Program (EACP), where radically transparency is the cornerstone.
In this episode, Jonathan Freeman and Derek Myron explain what EACP entails and how it helps advisors effectively serve ultra-high-net-worth clients.
Jonathan and Derek discuss:
- The importance of collaboration within the financial services industry
- What type of advisors are best suited for the Elite Advisor Collaboration Program
- Five key pillars of serving ultra-high-net-worth clients
- How advisors can leverage EACP for serving prospects
- And more
Resources:
- Advisor Learning Center
- Elite Advisor Collaboration Program (EACP)
- Picking The Right Pass-Through Entity For Your Business With Chuck Levun, JD, CPA (Ep. 70)
Connect with Jonathan Freeman:
Connect with Derek Myron:
Connect With Centura Wealth Advisory:
- (858) 771-9500
- Centura Wealth Advisory
- LinkedIn: Centura Wealth Advisory