Elite Advisor Collaboration Program
(EACP)

Welcome:

The Elite Advisor Collaboration Program (EACP) is built around finding the most efficient path to deliver exponential value to UHNW clients and taking our practices to the next level together.

What’s In It For You?

Radical Transparency

We believe that our willingness to share the secret sauce will inspire others and raise the bar for everyone.

Exponential Value

We strive to deliver value that grows and compounds upon itself. With every successful decision, we are able to provide even more value to YOUR clients.

Reduced Learning Curve

Avoid costly mistakes. Learn from advisors who have been in the industry for 25 years.

What to Expect

How the EACP Works

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 15-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.

Looking to take your financial advisory practice to the next level?

Gregg Gottlieb is a seasoned professional with over 35 years of experience who found the perfect partner in Centura Wealth Advisors’ Elite Advisor Collaboration Program. Discover how Centura’s advanced tax planning expertise and unparalleled willingness to collaborate have transformed Gregg’s practice and empowered him to exceed client expectations.

Don’t miss out on this game-changing opportunity.