Tag Archives: Independent Financial Advisors
Financial Advisors Hunting Yield in 2010
The widespread economic shocks engulfing the developed world for the last two years have had far-reaching effects. Some are known and some as yet unknown. But one thing is for certain – interest rates are at historic lows … still. Low interest rates have varying consequences, but perhaps one unintended consequence of our prolonged low-interest [...]
Centaurus Financial Offers Guidance on Social Media Usage by Registered Representative
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 [...]
Posted in Financial News, Independent Brokerage Also tagged Centaurus Financial, facebook compliance, financial professionals, linkedin compliance, social media compliance, social media rule of thumb, social media usage by registered representaties, tweet compliance, wealth management industries Leave a comment
Centaurus Financial Explains Client Relationship Management
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 [...]
Independent Financial Advisors Security Tips: Centaurus Financial
As a trusted independent financial advisor, your computer’s security is paramount in protecting client information. For Centaurus Financial Independent Financial Advisors, there are three basic areas to address in securing the computers you use to access your client information and services. As a member of the financial services community, Centaurus felt that the following guidelines [...]
Centaurus Financial® Presents: Q4 2010 ECONOMIC UPDATE