Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)
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Advisors, are you seeking the secret to delivering unparalleled value to your high-net-worth clients?
In a world where wealth advisory excellence is defined by innovation and collaboration, you might want to explore the power of joint casework.
In this episode, Samantha Lawrence, CFP®, Associate Advisor, interviews Gregg Gottlieb, CFP®, co-founder of Regal Wealth Advisors, about his experience working with Centura Wealth Advisory (Centura) and its Elite Advisor Collaboration Program (EACP).
Gregg discusses:
- The importance of collaboration in the wealth management industry
- Why he found the joint casework experience financially and professionally rewarding
- An example of how his partnership with Centura benefitted his client
- How Centura’s radical transparency with its Liberated Wealth® process helped him improve his own practice
- And more
Resources:
- Advisor Learning Center
- Elite Advisor Collaboration Program (EACP)
- Liberated Wealth® Process
- “Above-The-Line” Financial Planning: How To Move The Needle On Your Wealth Management Services (Ep. 66)
Connect with Samantha Lawrence:
Connect With Gregg Gottlieb:
Connect With Centura Wealth Advisory:
- (858) 771-9500
- Centura Wealth Advisory
- LinkedIn: Centura Wealth Advisory
About Our Guest:
Gregg Gottlieb co-founded Regal Wealth Advisors in 2006 to help create a company dedicated to wealth development, preservation, and transfer to subsequent generations. Gregg has over 20 years of experience in the financial advisory industry developing and helping to implement financial plans for individuals and business owners. He also has specialized experience working with complex life and health insurance matters, strategically integrating them within comprehensive, tailored financial plans.
Gregg earned his undergraduate degree in human resources at Muhlenberg College. He subsequently completed the Certified Financial Planning Program at Fairleigh Dickinson University and earned the CFP® designation. Greg holds life, health, and property and casualty insurance licenses, as well as Series 63, Series 65, and Series 7 securities licenses through LPL Financial.