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. In addition, our collaborations provide back-office support to enhance your capacity and your business development outreach.
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 CALLIntroductory meeting and an opportunity to share our practices and professional values. If we find our goals align, we mutually identify and present on 1-2 essential practice areas “Pillars” where we can add the most value to one another’s practices.
Participate in the Elite Advisor Study Group, meeting eight times a year for a deep dive into casework, industry updates, and tax law changes.
Execute joint casework, gain referrals from Centura Wealth Advisory, and stand-out as a spotlight speaker in the study group.
Requirements: Attend six study groups within your first year of joining
Our company culture is one of collaboration and inclusiveness. We pride ourselves on working together and enjoying time with our team both in the office and after work.
The result of the company’s inclusive and collaborative feel is that our advisors share ideas, resources, and insights that make them and their fellow advisors better. Their clients appreciate the brain trust that is Centura Wealth and we all get a little better at what we do.
