Case Study: Centura Wealth Advisory achieves stronger alignment and accountability with Profit.co

Centura Wealth Advisory - Customer Case Study

Centura Wealth Advisory, a San Diego–based wealth management firm, needed a single solution to bring structure to quarterly planning and improve employee engagement and reviews. Already using EOS and guided by Jonathan Freeman (COO & CCO), they chose Profit.co to adopt OKRs and combine goal-setting with people management on one intuitive platform.

Profit.co delivered an integrated OKR and employee-management solution with Salesforce integration, training support, and ongoing client success, enabling Centura Wealth Advisory to run OKRs on Profit.co for two quarters without duplicate reporting. The platform improved visibility into objectives and KPIs, drove greater accountability and focus across the team, and set the firm up to increase OKR sophistication (for example, weighting key results) in subsequent quarters.

Centura Wealth Advisory

Jonathan Freeman

Chief Operating Officer