Success Your Way.™

At Prospera, we listen to our advisors to create valuable experiences that help you find Success Your Way.™ Because we are a firm built by advisors for advisors, we understand your challenges, concerns and opportunities and offer a variety of practical, easy-to-use resources to help you explore new ways to run, grow and protect your business for successful financial planning.

Always working to help you thrive

We have a robust schedule of advisor and sales assistant conferences along with webinars and other training opportunities for you and your staff on a variety of topics. In addition, we have advanced training opportunities in business development, practice management and succession planning to help you approach your practice as a well-informed business owner.

Tools you need Your Way

We have developed and implemented a system of best in breed advisor support modules called Your Way. Built at the direction of our President’s Advisory Council, whether you are interested in practice management tools, marketing expertise and resources or a streamlined, one-stop shopping site for all of your insurance needs, our custom-built systems will exceed expectations.

Add to this the availability of the top research outlets in the business and you have every tool you need to grow your business right at your fingertips.