We are looking to partner with advisors who serve (or desire to serve) UHNW clients with the goal to create a network of advisors, leading strategies, and resources for business development or joint casework to solve complex UHNW client and practice management issues.
We start with a 60-minute call for introductions and an opportunity to share about our practices and professional values. If we find our goals align, we mutually identify 1-2 essential practice areas “Pillars” where we can add the most value to one another’s practices.
The Elite Advisor Collaboration Program (EACP) is right for you if you are ready to elevate your advisory and commit to a learning and collaboration partnership that is lasting and impactful.
The EACP team at Centura Wealth Advisory is ready to help you expand your clientele of HNW and ultra-high-net-worth individuals. This program provides training and introduces you to innovative strategies and solutions to address client challenges.
We are looking for motivated and intellectually curious professionals ready to level-up their advisories. Whether you’re just starting or an experienced professional aiming for a breakthrough, we look forward to learning and collaborating with you.
SCHEDULE A 15M DISCOVERY CALL