Centaurus Financial Offers Cutting-Edge Training for Newly-Independent Advisors

At Centaurus Financial, we strongly believe that our growth is your growth – our success is derived from our “organic growth” strategy which is driven by our industry-renowned Brokerage Design & Development (“BDD”) Quantum Leap Workshops.

While independent financial advisors are uniquely positioned to act in the best interests of the clients, you are also challenged with the responsibility of building and managing their own business. Centaurus understands this challenge and has created the most robust educational platform for independent financial advisors in the industry. While competitors spend most of their resources head-hunting for top branches and paying for those efforts in handsome sums, Centaurus has chosen to dedicate its valuable resources to an educational platform that turns good advisors into great advisors.

The BDD Quantum Leap Workshops offer educational modules that range from service assistant hiring and training to advanced planning strategies. The purpose is simple – by teaching independent advisors the most timely and effective methods for servicing their clientele, they are able to grow their businesses organically. This approach benefits the customer, enhances the quality of our advisors’ practices and fashions a model of healthy, steady growth for Centaurus.

These business-building workshops are planned specifically for our Representatives and their assistants. The workshops are designed to maximize office efficiency and productivity by providing world-class training for our Representatives and their staff.

BDD’s Quantum Leap Workshops are unique because BDD hires professional trainers, industry experts, successful branch managers and registered representatives—your peers—to teach (not just share) how they run their businesses more effectively. How many broker/dealers have Top Producers opening up their playbooks and saying, “Here, this is what I did. Use my proven system. It’s yours if you want it.”?

Our educational platform is dedicated to helping you cultivate your practice and take your business to the next level. By providing the indispensable tools and the education to accomplish this, Centaurus is investing in its most valuable asset: its Representatives.

Supreme Court Justice Oliver Wendell Holmes once said: “One’s mind once stretched by a new idea, never regains its original dimensions.”

We believe that your mind will be stretched at our BDD Quantum Leap Workshops. If you have outgrown your wirehouse and are thinking about “Going Independent,” top-notch training is just one aspect of how we can help you cross the bridge. Call and ask for our Transition Team at 800-880-4234 or send us an email at contactus@cfiemail.com. Your future awaits!

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>