Collaboration in Financial Services: How One Plus One Can Deliver Exponential Results with Tom Oliveira (Ep. 75)
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If you’re a financial advisor, you know that the industry can be tough to navigate alone. The key to growth lies in collaboration with fellow professionals.
Collaboration not only paves the way for accelerated growth, but it can also improve your client service!
In this episode, Derek Myron speaks with Tom Oliveira, Wealth Advisor at Oliveira Wealth, LLC, about how collaboration in financial services can lead to exponential results.
Derek and Tom discuss:
- Tom’s experience of collaborating with Centura Wealth Advisory on a complex case
- How collaboration can lead to life-changing results for both firms
- The scarcity vs. abundance mentality and the importance of trust and transparency
- What it’s like to participate in our Elite Advisor Collaboration Program (EACP)
- And more
Resources:
- Advisor Learning Center
- Elite Advisor Collaboration Program (EACP)
- Bringing Exponential Value to Clients With the Elite Advisor Collaboration Program (Ep. 71)
- Simon Sinek: The Value of Brainstorming is Asking the Question
Connect with Tom Oliveira:
- (209) 579-2332
- Email: Tom Oliveira
- LinkedIn: Tom Oliveira
Connect with Derek Myron:
Connect With Centura Wealth Advisory:
- (858) 771-9500
- Centura Wealth Advisory
- LinkedIn: Centura Wealth Advisory
About Our Guest:
Tom began his career in 1994 with an advisory position at Northwestern Mutual. He helped clients with investments, risk management, retirement income, business and estate planning. In 2006, with a desire to offer his clientele premier wealth management, he started Oliveira Wealth, LLC, a SEC registered RIA to provide customized investment and estate services to high- net worth families and businesses. Oliveira Wealth prides itself on creative tax management strategies, tax favored retirement planning and “outside the box” concepts. He graduated from CSU, Stanislaus with a degree in Finance. He has achieved industry designations of CLU, ChFC, CASL and RICP. He enjoys playing pickleball in his spare time.