Prospera Financial
@ProsperaFinSvcs
Boutique wealth management firm servicing independent financial advisors across the United States. Member FINRA, SIPC
You might like
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.
The Advanced Planning Council is an integral committee of advisors who help shape the Prospera Generational Wealth program – Prospera’s high-net-worth and multi-generational client solution. Check out all of our councils today! prosperafinancial.com/ourcouncils/
Prospera’s Fundamental #13: Recognizing people doing things right is more effective than pointing out when they do things wrong. Regularly extend meaningful acknowledgment and appreciation. #prosperafinancial #meaningfulappreciation #fundamentalbehaviors
Last week at CONNECT, Prospera had the pleasure of hearing from Jenny Van Leeuwen Harrington with Gilman Hill Asset Management, LLC, as she shared her perspective on the current market outlook and the data behind Gilman Hill’s portfolio.
Prospera is pleased to announce that Behrle | Bergin has joined our growing community. Please join us in welcoming Steven Behrle and Joe Bergin – we’re excited to begin this new chapter together! Read more about Behrle | Bergin below: lnkd.in/eHzS89hB
New on the Prospera Blog: Has the Future Arrived? How Insurance Carriers Are Revolutionizing the Client Experience prosperafinancial.com/has-the-future…
One of our favorite CONNECT traditions is giving back! This year, Prospera partnered with A Solider’s Hands to assemble care packages for U.S. service members. Together we assembled 504 packages filled with essentials and messages for our troops!
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.
Tanecha Gleason has been a valued member of Prospera’s accounting department for over seven years. In early 2022, she was promoted to Payroll Manager, a role in which she continues to demonstrate exceptional leadership and expertise.
Prospera’s Fundamental #12: Do what you say you’re going to do, when you say you’re going to do it. This includes being on time for all phone calls, appointments, meetings, and promises.
This week, Marco Galvan, Director of IT, and Mario Cruz, Salesforce Admin, are attending the @salesforce conference in California. Marco and Mario are learning, networking, and bringing back the latest ideas to strengthen how we support our advisors. #prosperalife #salesforce
Prospera is grateful for the incredible support from our sponsors! Thank you for fueling innovation, inspiration, and connection. We are excited to see you all next week! #CONNECT2025 #prosperafinancialservices
Prospera’s Fundamental #11: While we should always practice transparency, it’s important that we always take great care in protecting our clients’ personal or confidential information. Be a good steward of our clients’ data.
New on the Prospera Blog: 2024 Internet Crime: What You Need to Know prosperafinancial.com/2024-internet-…
Gold standard service – it’s our aspiration at Prospera. We are financial professionals serving financial professionals – in fact, every employee is Ritz-Carlton service trained. And with our 2.5-to-1 advisor-to-employee ratio, getting service right is what we’re all about.
Our Councils: Next Gen Council This council is a community of next-generation financial advisors focused on sharing ideas, leveraging innovative strategies, and fostering meaningful client relationships. Check out all of our councils today! prosperafinancial.com/ourcouncils/
Prospera’s Fundamental #10: Demonstrate a passion for excellence and take pride in the quality of everything you touch and everything you do. Good is not good enough. Always ask yourself, “Is this my best work?” #prosperafinancial #makequalitypersonal #fundamentalbehaviors
Prospera is proud to support A Solider’s Hands, a nonprofit dedicated to ensuring every deployed service member receives a care package. Since 2007, the organization has delivered more than 26,900 packages. Click the link the below to learn more: asoldiershands.org
United States Trends
- 1. Packers 92.2K posts
- 2. Eagles 120K posts
- 3. Jordan Love 14.1K posts
- 4. #WWERaw 121K posts
- 5. Matt LaFleur 7,733 posts
- 6. AJ Brown 6,436 posts
- 7. $MONTA 1,269 posts
- 8. Patullo 11.8K posts
- 9. Jaelan Phillips 7,034 posts
- 10. Smitty 5,341 posts
- 11. #GoPackGo 7,690 posts
- 12. Sirianni 4,724 posts
- 13. McManus 4,007 posts
- 14. Grayson Allen 3,085 posts
- 15. Cavs 10.4K posts
- 16. #MondayNightFootball 1,903 posts
- 17. Pistons 14.5K posts
- 18. Wiggins 11.7K posts
- 19. John Cena 98.1K posts
- 20. Devonta Smith 5,704 posts
Something went wrong.
Something went wrong.