Practice Management
Practice Management is, simply stated, helping you to grow and build your business so you can take it to the next level. Achieve your definition of success – what You care about.
Prospera provides a wide variety of available tools, home office support, training and educational opportunities, investment products, and services designed to help you manage and grow a more effective, efficient, profitable, and enjoyable practice.
Conferences
Prospera provides opportunities to enhance your business through attending three annual conferences.
Directors Circle Trip
Prospera hosts our annual Directors Circle Trip in the spring of each year. This is an opportunity for a large group of our top producers to enjoy an all-expenses paid conference in a beautiful resort setting.
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Annual Conference
Prospera hosts our Annual Conference in the fall of each year. This is an opportunity for all of our Financial Professionals to gather together in a prestigious location to network, learn from each other, and participate in the numerous educational opportunities that fill the agenda.
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SA University
Prospera hosts our SA University in the spring. This is an opportunity for all of our Sales Assistants to gather together in Dallas to network, learn from each other, and participate in the numerous educational opportunities.
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First Clearing’s Annual Products and Services Conference
First Clearing, our clearing partner, hosts their annual conference each summer in St. Louis, Missouri. This conference is a must for all Financial Professionals on our platform! Each year, First Clearing puts together a very impressive agenda of topics, speakers, and activities to educate us on the wide array of products and services on the platform, as well as market and strategic investment commentary from some of the country’s most qualified experts.
