Bringing Exponential Value to Clients With the Elite Advisor Collaboration Program (Ep. 71)
Live Life Liberated
English - March 08, 2023 12:00 - 22 minutes - 40.3 MBInvesting Business Management Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
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 …