Delivers Four Flexible Service Models
Dallas-based independent broker-dealer Prospera Financial Services Inc. has announced the launch of its Planning Your Way program, a comprehensive financial planning service designed to meet the evolving needs of clients by providing affiliated advisors with the tools and resources needed to deliver bespoke financial planning solutions. The program offers a flexible service model that can be tailored to the specific requirements of each client, allowing advisors to leverage the expertise of Prospera paraplanners to deliver exceptional client results.
Four Flexible Service Models
•
- Simple Discovery Session Led by a Paraplanner
- Plan Creation
- Presentation Support
- Comprehensive Relationship Between Advisor and Paraplanner
These four service models provide advisors with the flexibility to choose the level of support they require to meet the needs of their clients. Advisors can select from a range of services, including a simple discovery session led by a paraplanner, plan creation, presentation support, or a comprehensive relationship between the advisor and paraplanner to support the end client.
Benefits for Advisors and Clients
•
- Cost Savings
- Increased Efficiency
- Expertise of Prospera Paraplanners
- Enhanced Client Experience
The Planning Your Way program provides several benefits for both advisors and clients. These benefits include cost savings, increased efficiency, access to the expertise of Prospera paraplanners, and an enhanced client experience. By leveraging the resources of Prospera, advisors can focus on delivering high-quality services to their clients while also enjoying the benefits of increased efficiency and cost savings.
Expertise and Resources
•
- Prospera Paraplanners
- Financial Planning Software
- Needs Assessment and Software Recommendations
- Implementation Support
The Planning Your Way program provides advisors with access to a range of expertise and resources, including Prospera paraplanners, financial planning software, needs assessment and software recommendations, and implementation support. These resources enable advisors to deliver high-quality financial planning solutions that meet the evolving needs of their clients.
Additional Benefits
•
- Free Financial Planning Software Consultation
- Conversion Assistance
- Data Input and Rationalization
- Output Delivery and Review
In addition to the flexible service models and expertise and resources, the Planning Your Way program also offers several additional benefits for advisors. These benefits include a free financial planning software consultation, conversion assistance, data input and rationalization, and output delivery and review. These additional benefits enable advisors to implement the most suitable software platform for their business and ensure seamless integration with existing systems.
About Prospera Financial Services
Prospera Financial Services is a leading independent broker-dealer that provides flexible and innovative solutions to its advisors. The firm was founded in 1982 and is headquartered in Dallas, TX. Prospera has received numerous awards for its commitment to excellence, including Broker-Dealer of the Year by Investment Advisor Magazine.
| Firm History | Headquarters | Awards and Recognition |
|---|---|---|
| Founded in 1982 | Dallas, TX | Broker-Dealer of the Year by Investment Advisor Magazine |
| Named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018, and 2019 | Dallas, TX | Member FINRA/SIPC and registered investment advisory |
Quote from Tarah Williams
“The proliferation of financial planning software has enhanced the ability of advisors to develop robust, personalized plans for their clients. However, this process can be extremely labor intensive and often requires an advisor to allocate a significant amount of time to this process. We developed this program to help our advisors consider the best options for their clients while also providing a way to elevate the resource burden on their practice.”
Quote from Prospera Financial Services
“We developed this program to help our advisors consider the best options for their clients while also providing a way to elevate the resource burden on their practice. The program underscores our dedication to providing our advisors with the service and solutions they need to succeed.”
Conclusion
The Planning Your Way program is a comprehensive financial planning service designed to meet the evolving needs of clients by providing affiliated advisors with the tools and resources needed to deliver bespoke financial planning solutions. With its four flexible service models, expertise and resources, and additional benefits, the program enables advisors to deliver high-quality financial planning solutions that meet the evolving needs of their clients. By leveraging the resources of Prospera, advisors can focus on delivering high-quality services to their clients while also enjoying the benefits of increased efficiency and cost savings.