With companies shifting to a hybrid work environment, it has become challenging to maintain a strong corporate culture, attract top talent, and build high-performing teams.
In this episode, Derek Myron, CEO, and Jonathan Freeman, COO, share actionable ideas to build a thriving corporate culture. They tap into best practices that have helped Centura Wealth Advisory (Centura) enhance communication, foster trust, and improve team morale.
Derek and Jonathan discuss:
Resources:
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Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)
How to Lower Your Capital Gains Taxes with Adam Buchwalter (Ep. 94)
Our Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth Clients (Ep. 93)
How Can High-Income Business Owners Supercharge Their Retirement Savings? (Ep. 92)
Effective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More (Ep. 91)
Tax Countdown: Planning for the Expiration of the TCJA (Ep. 90)
How to Plan for the Looming Estate Tax Issue (Ep. 89)
Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)
Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)
How Centura Creates Value for High-Net-Worth Individuals (Ep. 85)
Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)
ING Trusts: How to Minimize State Income Taxes (Ep. 83)
The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)
How to Achieve Tax Efficiency With Private Placement Life Insurance With Christopher Hyman (Ep. 81)
Centura Client Experience from the View of a Retired Business Owner (Ep. 80)
Private Equity Investment Opportunities in India (2023 Edition) With Manu Rikhye (Ep. 79)
Centura Client Experience: Exiting a Business (Ep. 78)
Preparing for Change: How to Adapt to Economic and Tax Legislation Shifts (Ep. 77)
Centura Client Experience from the View of a Retired Certified Public Accountant (Ep. 76)
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