Prospera Financial

New on the Prospera Blog: Simple AI Prompt Tips Every Financial Advisor Should Know Interested in learning more? Check out the full blog post below. prosperafinancial.com/simple-ai-prom… #prosperalife #AItips

We’ve been called friendly. But then again, we were founded in the “friendly” state. Click to start the conversation and get to know us today: prosperafinancial.com/contact/ #prosperafinancial #independentadvisors #financialadvisors #prosperalife

Prospera is headed to Boston next week as a proud exhibitor at the Invest in Women Conference, hosted by Financial Advisor Magazine—an event dedicated to elevating women across the financial services industry. #InvestInWomen #WomenInFinance #FAMag

Did you know April is Financial Literacy Month? This month is a reminder to keep learning and engage in conversations that support long‑term financial confidence. #prosperalife #financialliteracymonth

Prospera is proud to showcase its expanding Family Office capabilities at a recent industry forum. Click the link below to learn more! prosperafinancial.com/prospera-finan… #ProsperaLife #FamilyOffice

Prospera advisor Peter Deluyker shares his perspective with @investmentnews on why ethical standards, mutual respect, and fiduciary responsibility matter when determining whether a client relationship is the right fit. Check out the full article below. investmentnews.com/practice-manag…

“There’s no perfect season for client reviews - consistency is what builds trust.” Great insights from Prospera advisor Dennis Perkins, quoted in @investmentnews . Check out the full article below. investmentnews.com/practice-manag…

Prospera’s Lunch & Learn series offers employees the chance to expand their knowledge and gain practical insights from industry experts. Wednesday’s session spotlighted Insurance. A big thank-you goes to Ken Manning and Eric Corder for sharing their expertise!

Proud to see our President & COO, Tarah Williams, featured in Financial Advisor Magazine discussing what it really takes to be a successful COO in an RIA or broker‑dealer. Check out the article below: fa-mag.com/news/what-make…

New on the Prospera Blog: Generating Income Within a 60/40 Portfolio Interested in learning more? Check out the full blog post below. prosperafinancial.com/generating-inc… #prosperalife #generatingincome

Listening is more than simply “not speaking.” Give others your undivided attention. Listening for cues, both spoken and unspoken helps us to anticipate future issues. Suspend judgment and be curious to know more, instead of jumping to conclusions. Above all, listen to understand.

We’re excited to be heading back to Boston for the 11th Annual Invest in Women Conference, April 21–23! After an inspiring experience last year, our team is looking forward to reconnecting and continuing conversations that move women in finance, forward.

Hilary Pluemer, Chief Administrative Officer, supports Prospera advisors by overseeing operations, technology, data, and practice management. With 30+ years of experience, including small‑business consulting, Hilary brings a process‑driven approach to advisor growth.

Our Councils: Client Service Associate Council The Client Service Associate Council provides feedback to support Prospera’s Operations team and strengthen advisor independence. Check out all of our councils today! prosperafinancial.com/ourcouncils/

New on the Prospera Blog: CEO Certification Season - The Compliance Work You (Hopefully) Never Notice Interested in learning more? Check out the full blog post below. prosperafinancial.com/ceo-certificat… #prosperalife #ceocertification

Wendy Simmons, Managing Director of Human Resources, leads Prospera’s commitment to attracting, developing, and retaining top talent. With 20+ years of experience, she helps foster a culture of excellence and growth. #ProsperaLife

Personal communication is always best. Be unique. Use handwritten notes, personal cards, and timely phone calls to acknowledge their specialness. When delivering difficult messages, or in emotionally charged situations, speak “live” versus hiding behind e-mail or voicemail.

New on the Prospera Blog: The Power – and Importance – of Clarity in Messaging Interested in learning more? Check out the full blog post below. prosperafinancial.com/the-power-and-…