Delivering Exponential Client Value via Joint Casework

Advisors, are you seeking the secret to delivering unparalleled value to your high-net-worth clients?

In a world where wealth advisory excellence is defined by innovation and collaboration, you might want to explore the power of joint casework.

In this episode, Samantha Lawrence, CFP®, Associate Advisor, interviews Gregg Gottlieb, CFP®, co-founder of Regal Wealth Advisors, about his experience working with Centura Wealth Advisory (Centura) and its Elite Advisor Collaboration Program (EACP).

Gregg discusses:

• The importance of collaboration in the wealth management industry
• Why he found the joint casework experience financially and professionally rewarding
• An example of how his partnership with Centura benefitted his client
• How Centura’s radical transparency with its Liberated Wealth® process helped him improve his own practice