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Centaurus Financial Workshop Helps Representatives Improve Their Businesses

  • Centaurus Financial, Inc. Conducted its annual Quantum Leap Workshop from April 16 to 18, 2025, in a prominent San Diego waterfront venue, bringing together over 140 representatives for sessions focused on advancing their business strategies.
  • The workshop was designed to equip representatives with new insights and technology to enhance their operations and more effectively meet client needs.
  • Attendees learned from experts on artificial intelligence, from peers on marketing and media, and from speakers like Terri Sjodin and Ed Slott on presentations and retirement planning.
  • Representative Michelle Anthony expressed high admiration for the BDD Workshop and other events hosted by Centaurus, highlighting that these peer-led conferences focus on sharing effective client service techniques.
  • The workshop reinforces Centaurus Financial's culture of open education and training, suggesting ongoing efforts to equip representatives with tools that enhance client service.
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The Billings GazetteThe Billings Gazette
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Centaurus Financial Workshop Helps Representatives Improve Their Businesses

ANAHEIM, Calif., May 1, 2025 /PRNewswire/ -- More than 140 Registered Representatives and Registered Investment Advisers from Centaurus Financial, Inc., along with numerous sales and service assistants, met in San Diego, California, recently to learn how to improve their businesses…

·Billings, United States
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The Billings Gazette broke the news in Billings, United States on Thursday, May 1, 2025.
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