Tag: Jonathan Freeman
Keys to Building an Amazing Corporate Culture and a Rockstar Team (Ep. 86)

Keys to Building an Amazing Corporate Culture and a Rockstar Team (Ep. 86)

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With companies shifting to a hybrid work environment, it has become challenging to maintain a strong corporate culture, attract top talent, and build high-performing teams.

In this episode, Derek Myron, CEO, and Jonathan Freeman, COO, share actionable ideas to build a thriving corporate culture. They tap into best practices that have helped Centura Wealth Advisory (Centura) enhance communication, foster trust, and improve team morale.

Derek and Jonathan discuss:

  • The challenges of expanding a team across the country
  • Centura’s tried-and-tested team building ideas (Waffle Wednesdays, the 48-hour rule, and more!)
  • How to improve communication and trust at every level of the organization
  • What it takes to become an employer of choice
  • And more

Resources:

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Bringing Exponential Value to Clients With the Elite Advisor Collaboration Program (Ep. 71)

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:

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Connect With Centura Wealth Advisory:
Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)

Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)

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Recently, we had a great addition to our team!

In January 2022, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, joined Centura Wealth Advisory as a Senior Wealth Advisor, bringing in 15 years of experience as a financial advisor and Chief Investment Officer.

In this episode, Jonathan Freeman, Chief Operating Officer, interviews Seth about his personal and professional journey. Seth also shares his future plans with the firm and the type of clientele he aims to serve.

Seth discusses:

  • His major personal and philanthropic interests
  • How he fits into Centura Wealth Advisory’s broad bench of professionals
  • The niche markets that he specializes in serving (both nationally and locally)
  • What motivated him to join the team at Centura Wealth Advisory
  • And more

Connect With Seth Meisler:

Book Time with Jonathan Freeman:

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About Our Guest:

Seth Meisler, CFA, CFP®, CPA/PFS, MBA, joined Centura Wealth Advisory in January 2022 as a Senior Wealth Advisor. With 15 years of experience as a financial advisor and Chief Investment Officer, Seth helps clients reach their financial goals by offering strategic financial planning, tax planning, and investment management solutions. Seth is a member of the CFA Institute of Minnesota (CFAMN), the Minnesota Society of  CPAs (MNCPA), the Financial Planning Association of Minnesota (FPAMN), and the American Institute of Certified Public Accountants (AICPA). Seth is also a member of Ed Slott’s Master Elite IRA Advisory Group, where he studies the complexities of IRAs in order to help his clients with tax and distribution strategies. Seth has been published in Marketwatch.com and in Forbes.

 
43. Articulate Your Vision With Lois Weinblatt

43. Articulate Your Vision With Lois Weinblatt

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Entrepreneurs, are you struggling to articulate your vision in a way that resonates with every member of your company?

In this episode, Jonathan Freeman speaks with Lois Weinblatt, international vision coach, facilitator, and speaker at True North Visionaries. They break down the visioning process and help you find clarity, so that you can make better decisions, enroll your team to see where you are headed, and improve engagement across the organization. 

Lois discusses:

  • How to articulate your vision on an organizational level
  • The importance of vision in employee recruitment and client communications
  • Tips to keep your team aligned with your vision, especially in the virtual environment
  • Potential challenges during the visioning process — and how to overcome them
  • And more

Resources:

Connect With Lois Weinblatt:

Connect With Centura Wealth Advisory:

About Our Guest:

Lois Weinblatt is an international vision coach, facilitator, and speaker at True North Visionaries. Lois founded True North Visionaries in 2013 to help visionary leaders and organizations around the world gain clarity and achieve success. Before starting True North Visionaries, Lois held many sales and business development roles spanning over six years.

 
41. How To Become a Master Business Leader With Mitch Simon

41. How To Become a Master Business Leader With Mitch Simon

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Whether you want to recruit the best talent, motivate your current team, or boost business performance, success boils down to one key element –– leadership.

In this episode, Jonathan Freeman speaks with Mitch Simon, the founder of Simon Leadership Alliance, and a master business and leadership coach. Jonathan and Mitch reveal their strategies to enhance your leadership skills, build a high-performing team, and accelerate your business growth.

Mitch discusses:

  • How to maintain a strong company culture in a virtual environment
  • Ways to encourage a collaborative team spirit within your organization
  • Why the workplace is the new frontier for personal development
  • The underrated benefits of hiring a professional leadership coach
  • And more

Resources:

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About Our Guest:

Through his team building retreats, results-focused workshops, executive coaching, and top ranked leadership program, Mitch Simon inspires executives, entrepreneurs and leaders around the globe to lead through their care. He proves that by focusing on both authenticity and full self-expression, even the newest leader can bypass the overwhelm and self doubt, and instead lead with a momentum that drives purposeful work and builds high-performing teams. Mitch has a J.D. MBA and has been an executive coach in San Diego for over 17 years.

 
39. Get To Know Our New Senior Wealth Advisor Roby Kotcamp

39. Get To Know Our New Senior Wealth Advisor Roby Kotcamp

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We love to build deep connections with our clients! So, this episode is dedicated to helping you get to know our team a little better.

In this episode, Jonathan Freeman, Chief Operating Officer, introduces you to Centura Wealth Advisory’s new Senior Wealth Advisor Roby Kotcamp, CFP®, PMP®. Roby shares his professional and personal background, his core vision and beliefs, and how he plans to add value to our clients’ wealth management.

Roby discusses:

  • The different industries he has worked in prior to becoming a wealth advisor
  • How he specializes in helping high net worth individuals manage their wealth
  • Why Centura’s team approach offers more holistic planning compared to individual advisors
  • His philanthropic interests
  • And more

Connect With Roby Kotcamp:

Connect With Centura Wealth Advisory:

About Our Guest:

Roby Kotcamp, CFP®, PMP®, joined Centura Wealth Advisory in September 2021 as Senior Wealth Advisor. Roby has a diverse background in financial leadership and general management roles, spanning environmental services, aerospace, and financial consulting in several global locations. For the past dozen years, he has focused on helping accomplished individuals and families reach their financial objectives, including guiding entrepreneurs through purchase, growth, and liquidity events. Roby enjoys drawing on his diverse domain and global leadership experiences to assist clients in complex circumstances to build a wealth plan that enables them to visualize and achieve their highest priorities.

 
Episode 30 – How Peer Advisory Groups Help You Learn From Fellow Business Leaders –– With Joe Phillips of The BEST CEO Group

Episode 30 – How Peer Advisory Groups Help You Learn From Fellow Business Leaders –– With Joe Phillips of The BEST CEO Group

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When business leaders from different industries come together, it can lead to a diverse set of perspectives that challenge you to think differently, and help you make better decisions. 

In this episode, Derek Myron is joined by Joe Phillips, founder and chairman of The BEST CEO Group. With nearly 23 years of experience in running businesses all over the world, Joe shares how he coaches and mentors several CEOs to improve their leadership skills and business acumen through his highly exclusive peer advisory group.

You will learn:

  • What Joe’s three peer groups are all about – and how they serve CEOs and their key employees
  • How a diverse group of businesses can help you broaden your scope of knowledge
  • Why sharing your issues with fellow executives can be highly impactful
  • What differentiates The BEST CEO Group from other peer advisory groups
  • And more!

Tune in now to learn how you can glean insights from fellow business leaders and enhance your leadership skills!

Resources: Centura Wealth Advisory: (858) 771-9500 | Derek Myron on LinkedIn | Joe Phillips on LinkedIn | The BEST CEO Group | Contact Joe Phillips at: Joe@thebestceogroup.com
Episode 28 – Finding the Right Insurance P&C Coverage for Your Business –– With Pamela Holden of Alliant Insurance Services

Episode 28 – Finding the Right Insurance P&C Coverage for Your Business –– With Pamela Holden of Alliant Insurance Services

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Insurance is a necessary risk management tool, but many business owners struggle with finding the right coverage, carrier, and riders, to meet their unique business.  But when a claim happens, who is on your side to navigate the complex and often misunderstood claims process?

In this episode, Jonathan Freeman is joined by Pamela Holden, Vice President at Alliant Insurance Services. With experience in law, accounting, and insurance, Pamela shares her expert insights on effective risk management strategies to help business owners get the best coverage for their needs.

You will learn:

  • How failing to focus on small details can cost you millions of dollars
  • Why you, as a business owner, should talk directly to the underwriters about your insurance needs
  • Why you should verify that brokers have a variety of subject matter experts on their team
  • Business risks posed by COVID-19 and ways to deal with them
  • And more!

Tune in now to discover best practices to minimize your business risk through insurance!

Resources: Centura Wealth Advisory | Jonathan Freeman on LinkedIn | Pamela Holden on LinkedIn | Contact Pamela: (858) 692-6945 | Email: pam.holden@alliant.com | Alliant Insurance Services, Inc. | Live Life Liberated, Episode 12 – Manage Business Risk with Potential for Financial Upside – With Guest Mark Sims of Captive Alternatives
Episode 27 – ESOPs as a Powerful Exit Planning Tool –– With Roy Farmer of Business Transition Advisors — Part 1

Episode 27 – ESOPs as a Powerful Exit Planning Tool –– With Roy Farmer of Business Transition Advisors — Part 1

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Selling your business to private equity firms might get you the highest sale value. But, it might not be ideal for your employees.

In part one of this two-part series, join Kyle Malmstrom and Roy Farmer, Managing Director at Business Transition Advisors, as they talk about a highly effective tool for exit planning –– Employee Stock Ownership Plans (ESOPs). They also discuss the key advantages offered by an ESOP and at what point is it the most suitable option for your business exit.

You will learn:

  • How to ensure that your employees are taken care of after you exit the business
  • The major tax benefits of an ESOP that could potentially save you millions in federal and state taxes
  • Ways to maintain control over your business even after you’ve sold 100% of your stock
  • How the benefits of an ESOP outweigh the costs involved
  • How ESOPs often end up with a significant competitive advantage due to tax savings
  • And more!

Tune in now to learn how an ESOP can benefit you, your company, and your employees!

Resources: Centura Wealth Advisory | Kyle Malmstrom on LinkedIn | Roy Farmer on LinkedIn | Contact Roy: (208) 761-3612 | Business Transition Advisors | An Introduction to ESOPs by Scott Rodrick
Episode 26 – Looking at the M&A Landscape Through a Legal Lens –– With Paul Johnson of Procopio

Episode 26 – Looking at the M&A Landscape Through a Legal Lens –– With Paul Johnson of Procopio

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Most business owners don’t realize the importance of compliance until they take their business to the market and are bombarded with questions from prospective buyers.

In part three of our M&A series, Derek Myron joins Paul Johnson, partner at Procopio, to discuss the key legal aspects of every M&A deal. Join them as they address the common complications that may arise, from a legal and compliance standpoint, while selling your business. They also provide several tips to help you get everything in order well before the time of the sale.

You will learn:

  • The expected market trends for 2021 – and various business and legal risks posed by COVID-19
  • How a potential increase in capital gains taxes might affect your business decision
  • Reasons to start preparing at least 12 months prior to the sale
  • How the initial price on a Letter of Intent (LOI) can decrease subject to multiple factors
  • The importance of consulting a lawyer that specializes in M&A instead of your general counsel
  • And more!

Tune in now to gain a deeper understanding of the legal components of M&A!

Resources: Centura Wealth Advisory | Derek Myron on LinkedIn | Paul Johnson on LinkedIn | Procopio

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