Tag Archives: financial professionals

Centaurus Financial® Presents: Q4 2010 ECONOMIC UPDATE

By ron | Published: January 12, 2011
THE QUARTER IN BRIEF The consumer was the hero of the fourth quarter. In the last three months (and especially in the last six weeks), consumers opened their wallets and pocketbooks and grew more confident about the state of the economy. In Washington, the President and Congress collaborated to devise short-term fixes for America’s major [...]
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Centaurus Financial Offers Guidance on Social Media Usage by Registered Representative

By ron | Published: July 1, 2010
It’s no secret that social media websites, defined as sites that are based on user participation and user-generated content (Facebook, Twitter, LinkedIn, YouTube, etc.) have exploded in popularity. Recent research shows that, “two-thirds of the world’s Internet population visit a social network or blogging site and the sector now accounts for almost 10% of all [...]
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Centaurus Financial Explains Client Relationship Management

By Grace | Published: June 21, 2010
Centaurus Financial Independent Financial Advisors – CRM Basics As a trusted, independent broker, you are paid to know your client and know them well.  For Centaurus Financial Independent Financial Advisors, one of the tools used to achieve this is a Client Relationship Management [CRM] system.  There are several features that are typically included with a [...]
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