Listen On…
In this episode of Team Anywhere, Centura Wealth Advisory joins host Mitch Simon to share their experience with the “Inspired Teams” program and its impact on their company culture. The team at Centura discusses the importance of human-centric leadership, transparency, and open communication in creating a positive work environment. The program’s focus on empowering employees to take responsibility for team and company success, as well as fostering transparency and broader engagement, has led to better client outcomes and increased interest from potential candidates.
Going Through the Inspired Teams Program
At Centura Wealth Advisory, the Inspired Teams program is revolutionizing the workplace. Through tools for effective communication, open dialogue, and building a culture of trust, employees are empowered to take full responsibility for their teams’ success. Derek, Jonathan, Zoe, and Kyle share stories of using the program’s communication techniques to address issues openly and constructively within the team, fostering a positive work environment where everyone feels heard and valued.
Company Culture and Employee Integration
Centura’s transparent and open culture not only attracts top talent but also integrates new interns into the company’s environment from day one. The company’s emphasis on understanding each individual’s motivations and passions, referred to as the “North Star,” promotes mentorship, coaching, feedback, and open communication, ensuring that new members feel valued and are set up for success from the start.
Client Communication and Cultural Change
The company’s cultural focus on excellence and transparency has positively impacted client communication and overall organizational growth. By fostering authentic conversations and broader engagement across the organization, Centura Wealth Advisory aims to elevate the quality of service with clients. The Inspired Teams program has garnered interest from potential candidates during interviews and has proven to be unique in fostering a culture of transparency and emotional intelligence that directly benefits clients.
Who is Centura Wealth Advisory?
Centura goes beyond a traditional multi-family office wealth management firm to offer advanced tax and estate planning solutions which traditional wealth managers often lack in expertise, knowledge, or resources to offer their clients.
They invest heavily into technology and systems to provide their clients fully transparent reporting, and tools to make informed decisions around their wealth plan. Headquartered in San Diego, California, Centura is passionate about their client’s objectives and owns the fiduciary responsibility of protecting their interests.
- Website: https://centurawealth.com/
- LinkedIn: https://www.linkedin.com/company/centura-wealth-advisory/
- YouTube: https://www.youtube.com/channel/UChE4zwx-G0wmXTdEhtTNyCQ
- Instagram: https://www.instagram.com/centurawealth/
- Facebook: http://www.facebook.com/centurawealth/
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Inspired Teams Quotes
The company’s focus on excellence and transparency has had a huge impact on client communication and the overall organization. 
There’s an emphasis on employees feeling understood by senior leadership. Feeling understood and listened to is very important for our team members. 
We’ve been quite successful at mentoring, growing new team members and really pulling them into our culture. It’s an initiative where we’ve been quite successful. 
Transparency, communication, and an expectation of an early participation in everything has been absolutely instrumental in attracting top talent. 
The program fosters transparency, broader engagement across the organization, and increases emotional intelligence within the team. 
The Inspired Teams program has really helped us understand our own motivations, our own passions, and really to also harness the North Star which is what drives us.
