Dallas, TX (PRWEB) February 21, 2013
Prospera Financial Services is proud to announce the rollout of LAUNCH Your Way - a site that focuses on turnkey transition for financial advisors that are going independent for the first time. Prospera’s goal is to partner with financial advisors looking to transition into independence with a step-by-step, turnkey guide. Prospera’s LAUNCH Your Way site is founded on four key components crucial to a successful transition.
PLAN. DESIGN. BUILD. FLOURISH. These four components are designed to make the LAUNCH process as straightforward as possible for an advisor. PLAN- the first step helps advisors with the essential planning to lay a solid foundation for their business. Items such as planning who will be on their team and determining the appropriate business structure are addressed- among many other foundational items. The DESIGN step helps advisors put pen to paper. It guides advisors through everything from how to deal with human resource issues to figuring out the “innards” of their new office space.
Once an advisor has planned and designed their business it is time to BUILD. This step will guide an advisor through all the tactical steps of taking care of their business and employees, becoming familiar with the Prospera product offerings, creating marketing materials for their new practice, and building key databases. The last step FLOURISH assists advisors with the final touches of the turnkey transition- resignation day, meeting with their clients and possibly hosting a client event. This phase also includes orientation calls to help familiarize them to their new environments.
Prospera has thoroughly vetted each step that an advisor going independent for the first time will need to consider and tackle. Even beyond that, Prospera has a LAUNCH team dedicated to working through the turnkey transition with the advisor every step of the way. Prospera is confident that the new LAUNCH Your Way site 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