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“Above-the-Line” Financial Planning: How to Move the Needle on Your Wealth Management Services (Ep. 66)
At Centura, we divide financial planning services into two categories: 1) Steps that make your plan just “good enough” and 2) Steps that actually move the needle and make a measurable difference in your wealth. In this episode, Derek Myron and Sean Clark unpack the four steps that fall “below-the-line” and three steps that fall …
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By Centura Wealth Advisory
4.9
77 ratings
At Centura, we divide financial planning services into two categories: 1) Steps that make your plan just “good enough” and 2) Steps that actually move the needle and make a measurable difference in your wealth. In this episode, Derek Myron and Sean Clark unpack the four steps that fall “below-the-line” and three steps that fall …
Read More Read More
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