When going independent, many financial advisors worry about the loss of support services available from large wirehouses. Prospera Financial Services has spent a great deal of time to ensure that our financial advisors have access to the most reliable and valuable business resources. From business cards to websites, Prospera will provide you with tools you need to build your financial services business.
With more and more of the investing public accessing the internet regularly, most of our financial advisors have a need to establish a dynamic web presence. Prospera will assist you in creating a website that will attract new clients and better serve your existing client base. With many design templates to choose from, you can create a website that reflects your independent business style and conveys the professionalism that will draw new clients to you, and add value to your current clients. If you would prefer to create a fully customized site, Prospera has the resources to help you.
A professional investment advisor needs professional communication materials, but choosing and printing business stationery can be tedious. That is why Prospera has designed company letterhead, envelopes, and business cards that can be customized for your individual office or individual advisors. There are a variety of styles to choose from, and these items can be ordered online from the Prospera intranet site.
As a advisor, you will have remote access to the Prospera Financial Services intranet site. This site provides you with full-service email capabilities, online business transactions and trading capabilities, research and news resources. The site is also designed to allow you to order marketing and collateral pieces through online order forms. You will find that our intranet site is a valuable tool in building your financial services practice.