Tag: Collaboration
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)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

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!

Connect with Krystal Puryear:

Connect with Nicole Hubbs:

Connect with Centura Wealth Advisory:
Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)

Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

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:

Connect with Samantha Lawrence:

Connect With Gregg Gottlieb:

Connect With 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.
Collaboration in Financial Services: How One Plus One Can Deliver Exponential Results with Tom Oliveira (Ep. 75)

Collaboration in Financial Services: How One Plus One Can Deliver Exponential Results with Tom Oliveira (Ep. 75)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

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:

Connect with Tom Oliveira:

Connect with Derek Myron:

Connect With 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.

Archives

Categories