There is: We are Branch Development Partners. Our reps focus on what they are good at, while we offer guidance and a proven platform to grow your practice. It’s our team’s mission to help you become more successful, whether that means staying out of the way or offering a little direction. We recognize that each business is run differently and tailor our services to fit your needs.

Branch Development Partners operates the largest Office of Supervisory Jurisdiction (OSJ) for Centaurus Financial, Inc., that has a national reach but offers a level of support that you would expect from a neighbor. We strive to embrace you and your business with a sense of “small town” courtesy and friendliness regardless of production levels. We respect all levels of business and focus on helping you grow your assets under management, while instilling a family atmosphere. Coupled with that respect and value, however, is access to “Big City” services and support!

We want to see you succeed and reach your full potential. This is our vision and core focus when providing programs and services to our advisors.

...getting bumped-up to first-class on a long, overcrowded flight. Think of us as the OSJ that will have you flying first-class! Branch Development Partners has developed many different programs and marketing tools that allow you to succeed beyond what you thought possible. The following booklet will lay out the basic guidelines for many of the programs Branch Development Partners can offer you. We hope you take advantage of them because they can be what makes all the difference in your effectiveness as an advisor and your value to your clients.

YOU are what people connect to first before ever learning of your product or service. Luckily, you have a unique voice and we want to help you define it and share it...we want to help you tell your story.

Branch Development Partners has the ability to offer professional, creative marketing services that will not only be cost-effective, but will keep you well ahead

of your peers. We understand your business first-hand and can give you insightful guidance through the many avenues of marketing and advertising. Whether you are looking for conceptual advice or turn-key projects, Branch Development Partners will prove, when it comes to putting your best face forward, you should always keep it in the family.

(Our professional photographers will keep you looking irresistible to future clients)

No matter your financial or investment product solutions, selling them relies heavily on your understanding of your customers’ needs. That is where Branch Development Partners can help you secure face time with new prospects. Our appointment setting services develop a warm lead that is ready to meet you at their kitchen table.

Whether you are an agent, an adviser, or a broker who works with investment/insurance and financial products, you can take advantage of our appointment setting services whenever you need them most. Our boutique service is customized and personalized for all financial and investment/insurance sales professionals.

APPOINTMENT SETTING

How do you make a statement? You certainly don’t want to stand out like a sore thumb! However, you want to make an impact in the way you present yourself and your business which will set you apart from the herd. At Branch Development Partners, we do more than just support and implement financial product solutions for your firm; we offer personalized consulting services to help you transform your business. You may want to take advantage of our Advisor Development Program (ADP) to enhance your expertise as a pro in the industry or simply need a strategic marketing plan that works for you, in your market. Our aim is to help put you in focus by providing personal and professional support to take you to the next level.

PROFESSIONAL DEVELOPMENT

COOPERATIVE MARKETING SOLUTIONS

BRANCH DEVELOPMENT PARTNERS

Your brand is your company, and your company is your brand. A solid logo can be similar to a picture–it’s worth a thousand words. Imagine a Pepsi can without that blue and red circle. It suddenly becomes a faceless beverage. Don’t be faceless. Be famous.

BRANDING

A remarkable 75-80% of calls generated by a financial radio infomercial result in a sale. Branch Development Partners and our radio production partner can teach you how to use this powerful tool from the comfort of your home or office. Radio infomercials took one producer from $1 million in sales per year to over $8 million in sales in just 18 months!

WBDP RADIO

Even a Ferrari needs a tune-up to continually operate at peak performance. Kim Harrington, an internationally recognized Master Sales Coach, can assist you in closing more sales, maximize productivity, communicating with clients, effectively managing your time, strategic planning, and prospecting for new clients.

SALES COACHINGand MENTORING

At Branch Development Partners, we understand the importance of web presense, and, more importantly, we understand that your presense should properly represent the values of your company. We not only offer websites that make a statement, but we can provide coaching on content marketing to help you climb through the ranks to reach new, organic leads!

CREATIVE WEBSITE SUITE

ADVISOR RESOURCE CENTER

A letterhead set can speak volumes for your company. In a pinch, you might have to hand off a business card to a new contact or follow up on a growing relationship with a referral partner. You should have a business stationary set that meets your needs and brands your business with both impact and sincerity.

Are you presenting a seminar in the near future? Do you need a leave-behind packet that will keep your client engaged and help you stay top of mind while they weigh their decisions? Don’t let your info get lost on the kitchen counter and allow Branch Development Partners to help you design an eye-catching product guide and presentation folder. Your focus is to close not clutter.

LETTERHEAD SETS

BROCHURES and FOLDERS

“BEST GROUP I HAVE WORKED WITH IN MY 28 YEARS IN THE BUSINESS.”

THEY TRULY HELP TO SUPPORTTHE INDEPENDENT AGENTS OUT IN THE FIELD.

BUZZ ABOUT BRANCH DEVELOPMENT PARTNERS

BRANCH DEVELOPMENT PARTNERS

We’re Here For You

John TrentorVP, Securities Operationsjtrentor@cfiemail.com 800.699.0299www.BranchDevelopmentPartners.com

Securities and Advisory Services offered through Centaurus Financial, Inc., Member FINRA and SIPC a Registered Investment Advisor, Branch Development Partners and Centaurus Financial, Inc. are not affiliated.

BRANCH DEVELOPMENT PARTNERS