Prospera has assessed each step that an advisor going independent for the first time will need to consider and tackle.
Dallas, Texas (PRWEB) October 17, 2013
Prospera Financial Services is proud to announce exciting new updates to the LAUNCH Your Way site. LAUNCH Your Way focuses on turnkey transitions for financial advisors transitioning into independence with a step-by-step, all-encompassing guide. Prospera’s LAUNCH Your Way site was founded on four key components: Plan, Design, Build and Flourish- all crucial to a successful transition.
Prospera has added a new feature called “My Workbook,” where advisors will be able to gather all of their important information and documents in one central place. My Workbook is broken down into four tabs: Legal, Protocol, Forms, and Timeline. Here the advisor has access to important documents necessary during transition. My Workbook also gives advisors access to an interactive, real-time timeline that helps advisors track where they and their LAUNCH Team are in the transition process.
Prospera has assessed each step that an advisor going independent for the first time will need to consider and tackle. Tarah Carlow, VP and Director of Marketing at Prospera puts it this way, “With the addition of My Workbook, we can provide advisors with their own customized documents and contracts in one centralized hub. In addition, being able to access real-time data 24-7 on the progress of their transition will relieve the stress of not knowing how the transition is progressing. Prospera is confident that the new features will enable more and more advisors to think about transitioning to independence.”
About Prospera Financial Services
Founded in 1982, Prospera Financial Services, member FINRA/SIPC and a registered investment advisory, offers the flexibility and resources only found at some of the nation’s largest broker-dealers. Headquartered in Dallas, TX, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010 and 2012. The firm supports Independent Financial Advisors nationwide.
For more information about Prospera visit http://www.joinprospera.com