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Bringing Exponential Value to Clients With the Elite Advisor Collaboration Program (Ep. 71)
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 …
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By Centura Wealth Advisory
4.9
88 ratings
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 …
Read More Read More