Month: October 2024
From Planning to Profit: The Centura Wealth Approach with Derek Myron and Sean Clark (Ep. 102)

From Planning to Profit: The Centura Wealth Approach with Derek Myron and Sean Clark (Ep. 102)

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What does it take for ultra-high-net-worth families to turn their wealth into a lasting legacy?

At Centura Wealth Advisory, it all starts with a deep understanding of where our clients are being underserved.

Wealth strategists Derek Myron and Sean Clark examine how Centura’s service model is crafted for those with an income of $2 million and assets over $20 million. They discuss their approach to working with C-level executives and founder-led business owners, optimizing each financial strategy intentionally with their long-term goals.

From Centura’s unique Liberated Wealth Planning Process—aimed at delivering a 5X return on costs through tax mitigation and balance sheet optimization—to their ‘Goldilocks’ strategy that balances personalized care with exclusive alternative investment opportunities, they reveal how Centura builds trust and maximizes outcomes for its clients.

Talking points include:

  • Centura’s specialized approach to business owners based on their timelines for selling their companies
  • How the Liberated Wealth Process aims to provide exponential value through strategic tax and investment planning
  • The importance of transparency in Centura’s client engagement—from initial meetings to comprehensive reporting
  • The seamless integration of planning and investment strategies tailored to optimize estate and retirement accounts
  • The ‘Goldilocks’ firm philosophy—small enough for personalized services but large enough to access meaningful opportunities
  • And a closer look into how Centura prioritizes client needs to build long-term trust
  • And much more!

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The Leadership Approach Driving Centura’s Success with Krystal Puryear and Nicole Hubbs (Ep. 101)

The Leadership Approach Driving Centura’s Success with Krystal Puryear and Nicole Hubbs (Ep. 101)

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What’s the secret to cultivating a workplace where people are empowered, engaged, and driven to succeed?

At Centura Wealth Advisory, it all starts with a commitment to core values and a leadership approach rooted in trust and open communication. 

Krystal Puryear, Director of People and Culture, and Nicole Hubbs, Talent Acquisition Specialist, share how Centura has built a thriving culture by focusing on transparency, excellence, integrity, passion, and respect.

From using Radical Candor to foster trust and autonomy to creating opportunities for employee growth and innovation, this conversation provides valuable insights for any business leader or HR professional looking to strengthen their organizational culture. 

Talking points include:

  • How Centura’s core values shape a thriving, engaging work environment
  • The power of Radical Candor and executive coaching in fostering leadership growth
  • How open communication and social events strengthen relationships and build trust within the team
  • The keys to identifying and hiring talent that aligns with company values and culture
  • Encouraging employee autonomy to foster innovation and a sense of ownership
  • The Diamond Team model’s role in enhancing collaboration, knowledge sharing, and career development
  • Upcoming team events and celebrations that reinforce employee engagement and appreciation
  • And more!

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Connect with Nicole Hubbs:

Connect with Centura Wealth Advisory:

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