GROW YOUR BUSINESS
With the right support
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, smaller regional meetings 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.
Training & Education
DIRECTOR'S CIRCLE CONFERENCE
This conference recognizes the top 25% of advisors for their professionalism, productivity, and loyalty to Prospera.
This conference is open to all advisors and is a learning opportunity with excellent keynote speakers and valuable breakout sessions. Educators and our advisors rate this conference as the best held by independent broker dealers.
SALES ASSISTANT UNIVERSITY
This conference is open not only to Sales Assistants, but also Office Managers and other support staff as well. As you might expect, this conference is focused on product and platform knowledge and best practices and is hosted by our operations staff.
An Intranet full of advisor resources
At Prospera, we have invested in providing the best infrastructure, support and tools for our advisors. As such, we’ve created a repository of information that is readily accessible on our proprietary intranet. Of course, it doesn’t stop here. All of the products you would expect to find whether advisory, alternatives, fixed income or banking/lending related- we’ve got you covered.
Advisory Portfolio Modeling Tool
Recently, we created a vehicle for advisors to create custom blended portfolios of certain tactical, boutique money managers and evaluate their performance against industry benchmarks.
The tools you need. Your way.
In addition to tools such as the Advisory Modeling Tool shown above, 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.
These are all easily accessed through the intranet.
Some examples are: