A dear friend shared an article by Nicholas Petrie the other day. Nicholas is a senior faculty member at the Center for Creative Leadership- basically he works with CEOs and …
Prospera Financial exists to serve independent business owners. We are a new breed of independent broker dealer where the advisor calls the shots, individuals define their own brand of success and the highest level of service is the standard.
In all our years in this business, we have never had the pleasure of dealing with a team like Prospera that has gone above and beyond in helping us assist our clients. We are used to the normal “I don’t know.”, “I don’t have time.” or “You can contact…”. All of the people at Prospera have been absolutely wonderful, helpful and responsive to all of our requests. Prospera truly has an amazing group of people and there are other firms out there that could take a lesson from them.Richard Fennema and Melanie Smith Ark Financial Management
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Easy. Accept it. Evolve. Adapt. Move on. How many readers did I just lose? Sorry to hit you over the head with it, but complaining about change or talking about …