Prospera Financial @ProsperaFinSvcs

Boutique wealth management firm servicing independent financial advisors across the United States. Member FINRA, SIPC joinprospera.com Dallas, TX Joined May 2009

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Prospera Financial @ProsperaFinSvcs

3 days ago

With AI showing up in nearly every headline, how can wealth managers separate genuine innovation from hype? Read more here: investmentnews.com/goria/technolo…

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Prospera Financial @ProsperaFinSvcs

3 days ago

🏆✨We’re excited to share that Prospera has been named a 2025 @wealth_mgmt Industry Award Winner in the Practice Management category for Broker Dealers under 1000 advisors!

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Prospera Financial @ProsperaFinSvcs

5 days ago

Prospera is a finalist in the Practice Management category for the 2025 @wealth_mgmt Industry Awards (The Wealthies)! We’re proud to stand alongside other innovators in our industry, and we can’t wait to celebrate all the winners when they’re announced tomorrow.

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Prospera Financial @ProsperaFinSvcs

6 days ago

New on the Prospera Blog: Success Your Way: Tailoring Your Practice to Fit Your Unique Style prosperafinancial.com/success-your-w…

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Prospera Financial @ProsperaFinSvcs

a week ago

This Labor Day, we celebrate the hard work and dedication that drives our communities forward. Our office will be closed today, September 1, in observance of the holiday. Wishing you a safe and restful Labor Day!

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Prospera Financial @ProsperaFinSvcs

2 weeks ago

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Prospera Financial @ProsperaFinSvcs

2 weeks ago

Gold standard service. It’s our motto – and it’s our aspiration. At Prospera, we’re financial professionals serving financial professionals – in fact, every employee is Ritz-Carlton service trained.

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Prospera Financial @ProsperaFinSvcs

2 weeks ago

Every financial advisor should make time to perform a tune-up on their business. Download our exclusive white paper, Is it Time for a Tune-Up?, to learn more. prosperafinancial.com/is-it-time-for…

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Prospera Financial @ProsperaFinSvcs

2 weeks ago

Ed Kern, Chief Financial Officer, is the champion of Prospera’s key success factor of ensuring “disciplined financial performance.” Ed’s extensive experience – more than 20 years in the financial industry – makes him an integral leader within Prospera.

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Prospera Financial @ProsperaFinSvcs

3 weeks ago

We’re just two weeks out from the @wealth_mgmt 2025 Industry Awards ceremony! Prospera has been named a finalist in the Practice Management category for our initiative: Planning Your Way, a program designed to empower financial advisors with personalized tools.

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Prospera Financial @ProsperaFinSvcs

3 weeks ago

Our exclusive, boutique firm knows how to help you achieve your goals—because we know what it’s like to sit in your chair. With a number of products and services tailored to your exact needs, we have the power and experience to get you where you want to go.

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Prospera Financial @ProsperaFinSvcs

3 weeks ago

New on the Prospera Blog: What Is Your Personal Why? prosperafinancial.com/what-is-your-p…

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Prospera Financial @ProsperaFinSvcs

3 weeks ago

Prospera employees had a great time at our fowling event this past week! For those new to it, fowling is a fun mashup of football and bowling where players throw a football at bowling pins to knock them down. Thank you to everyone who showed up and showed off their arm!

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Prospera Financial @ProsperaFinSvcs

4 weeks ago

Prospera’s Fundamental #4: In all situations, do what’s best for the client, even if it’s to our own short-term detriment. Put their needs, expressed and unexpressed, ahead of our own. There’s no greater way to build a reputation and create a client for life.

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Prospera Financial @ProsperaFinSvcs

4 weeks ago

Freedom to grow your business. Freedom to do what is right for your clients. Freedom from a one-size-fits-all megafirm. At Prospera we were built by advisors, for advisors so you’ll be in the driver’s seat and have the freedom to build your practice how you see fit.

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Prospera Financial @ProsperaFinSvcs

4 weeks ago

Carolyn Sterling, Director of Practice Management, oversees all practice management programs, assists with the firm’s conferences, leads the Prospera Women’s Council and Chairman’s Club, and serves as a relationship manager for advisors. #prosperalife

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Prospera Financial @ProsperaFinSvcs

a month ago

When you call our home office in Texas, you can always expect a friendly voice – not a “phone tree” – on the other end of the line. We’ve got the sophistication of Wall Street married with the warmth of a boutique firm… and more access to decision-makers who get things done.

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Prospera Financial @ProsperaFinSvcs

a month ago

The Client Service Associate Council exchanges ideas and acts as a sounding board for Prospera’s Operations team, adding value to Prospera when policies and procedures are introduced or updated. Check out all of our councils today! prosperafinancial.com/ourcouncils/

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Prospera Financial @ProsperaFinSvcs

a month ago

New on the Prospera Blog: Markets: The Original A.I. – How Price Discovery Preceded the Chatbot prosperafinancial.com/markets-the-or…

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Prospera Financial @ProsperaFinSvcs

a month ago

Prospera’s interns and IgniteProspera program employees are diving into the complexities of the SIE (Securities Industry Essentials) exam this summer with help from the best! By meeting directly with department heads, they’re getting insight on tough topics.