Centaurus Financial, Inc. on Blogger: Centaurus Helps RR Keep Technology

Thursday, September 16, 2021

Centaurus Helps RR Keep Technology

Centaurus Financial, Inc., knows that technology is important to the financial services industry. Maintaining up-to-date technology with maximum security are keys to efficiency and safety.

Centaurus offers many technologies to its Registered Representatives and Investment Adviser Representatives. Centaurus Representatives choose which technology they wish to utilize rather than being required to purchase programs they may not need. This allows each Representative to decide what combination of tools is most efficient and effective for servicing their clients.

Technologies offered through Centaurus, such as DocuSign and Laserfiche, assist Representatives with managing paperwork electronically. In many cases, this can potentially eliminate the need to maintain hundreds, if not thousands, of documents in hard copy. Such technology also saves money, in that documents no longer need to be sent by mail; they can be emailed or electronically uploaded/submitted. This allows for documents to be easily accessed by the appropriate parties and retained for future use.

The COVID-19 pandemic upended many industries. However, according to a February 2021 Forbes article, the financial services industry worked seamlessly over a connected platform, allowing Representatives and broker/dealers to maintain contact with clients and to continue to advise them on meeting their financial needs, goals, and objectives.

Headquartered in Anaheim, California, Centaurus Financial, Inc. is a national independent financial services company registered and licensed to offer securities, investment advisory services, and insurance products. Centaurus Financial is a member of the Financial Industry Regulatory Authority (FINRA, https://www.finra.org/#/ ) and the Securities Investor Protection Corporation (SIPC, https://www.sipc.org/ ). Centaurus Financial is registered as a broker/dealer and Registered Investment Adviser with the Securities and Exchange Commission (SEC,https://www.sec.gov/). For more information about Centaurus Financial, please visit www.centaurusfinancial.com.

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About Centaurus Financial, Inc.

Named after the constellation Centaurus, Anaheim, California-based Centaurus Financial, Inc. has over the last quarter century grown to handle over $10 billion in customer assets. Focused on financial planning, wealth management, securities, brokerages services, and insurance, the company employs more than 90 team members to service its 650-plus Financial Advisers nationwide. With an emphasis on education, Centaurus Financial has created a culture in which its agents can continually grow.

Through Centaurus Financial’s Professional Advanced Succession Solutions (PASS) program, advisers are taught and coached through the transitional stages of succession and acquisition planning. Buying or selling a financial practice can be complicated. Not only do advisers get consulting assistance through this program, but they also are provided with resources including seminars, white papers, templates,
and sample legal documents for educational purposes and guidance.

Centaurus also keeps advisers abreast of industry information through its conferences and publications. The company hosts five conferences per year for its Financial Advisers focused on economic and industry updates, product education, compliance, marketing, and sales. Between conferences,
Centaurus keeps its Financial Advisers informed of the latest industry product news and marketing strategies through its publications, which include a quarterly newsletter, monthly sales bulletin, newswire posts, and marketing industry alert emails.

As a complement to its professional development conferences, the company fosters an atmosphere in which information and resources are shared and available to advisers. In an environment in which education and the sharing of ideas flourish, advisers become connected to one another to help each other succeed. Moreover, this educational culture prepares advisers to provide investors with the best avenues for investing and achieving their financial or investment goals.

Centaurus Financial, Inc. is a national independent broker/dealer registered and licensed to offer securities, investment advisory services and insurance products. Centaurus is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Centaurus is also a Registered Investment Adviser with the Securities and Exchange Commission (SEC).