Prospera Financial Services Introduces Personalized Planning Service
"Planning Your Way" Empowers Advisors with Flexible Models to Meet Diverse Client Needs
Prospera Financial Services, based in Dallas, is revolutionizing how financial advisors approach client planning through their innovative program, "Planning Your Way." This initiative allows financial advisors to customize their service experience by selecting from various levels of paraplanner support, ensuring that they can cater to the unique needs of each client.
The Planning Your Way program features four distinct service models, enabling advisors to tap into the expertise of Prospera's paraplanner team. From simple data-gathering sessions to full-scale planning and presentations, the program is designed to maximize efficiency and effectiveness in client interactions.
According to Tarah Williams, the President and COO of Prospera Financial, "The rise of financial planning software has made it easier for advisors to create detailed, customized plans. Yet, this process can be time-consuming and demanding. With our new program, we aim to alleviate the workload for advisors while enhancing their ability to serve clients effectively."
Additionally, the program offers complimentary consultations on financial planning software for those advisors considering updates to their technology. This ensures that they can find the right software solutions tailored to their specific operational needs. Support extends to include needs assessments, direct software recommendations, and comprehensive implementation assistance, including data transition and review services.
Notably, Planning Your Way is part of Prospera's broader commitment to empowering its advisors. This follows the recent launch of their Prospera Generational Wealth program, which is dedicated to advisors working with ultra-high-net-worth clients, as well as ProsperaIgnite, an initiative focused on developing future leaders within the firm.
About Prospera Financial Services
Founded in 1982, Prospera Financial Services is a registered investment advisory and member of FINRA/SIPC. The firm provides the flexibility and resources similar to those found in the nation’s largest broker-dealers, supporting Independent Financial Advisors across the country. Prospera has earned recognition as Broker-Dealer of the Year by Investment Advisor Magazine multiple times, highlighting its commitment to excellence in the financial services industry.
For more information about Prospera Financial Services, please visit www.joinprospera.com.
Media Contact:
Donald Cutler or Lorene Yue
Haven Tower Group LLC
424 317 4864 or 424 317 4854
SOURCE Prospera Financial Services
Frequently Asked Questions
What is the "Planning Your Way" program?
The "Planning Your Way" program by Prospera Financial Services allows advisors to customize their financial planning approach with varying levels of support from paraplanners.
How does the program benefit financial advisors?
This program enables advisors to reduce the time spent on planning processes through flexible service models, ensuring they can focus more on client relationships.
What services do paraplanners provide in this program?
Paraplanners assist with services like data gathering, plan creation, and presentation support, as well as offering software consultation and implementation assistance.
What recent initiatives has Prospera launched?
In addition to the Planning Your Way program, Prospera has introduced Prospera Generational Wealth for ultra-high-net-worth clients and ProsperaIgnite for developing future leaders in the firm.
How can advisors learn more about the program?
Advisors interested in the program can visit www.joinprospera.com for additional information and resources.
