"Planning Your Way" Delivers Four Flexible Service Models Allowing Advisors to Leverage Prospera Paraplanner Resources to Best Meet Clients' Evolving Needs
DALLAS, April 30, 2025 -- Dallas-based independent broker-dealer Prospera Financial Services Inc. announced the launch of its Planning Your Way program, a comprehensive financial planning service that allows affiliated advisors to choose the level of Prospera paraplanner involvement that best meets client needs.
The program offers four flexible service models with different levels of support from paraplanners on the Prospera team. Advisors can access a slate of services including a simple data-gathering discovery session led by a paraplanner, plan creation, presentations or a comprehensive relationship between the advisors and paraplanner in support of the end client.
"The proliferation of financial planning software has enhanced the ability of advisors to develop robust, personalized plans for their clients," said Tarah Williams, President and COO of Prospera Financial. "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."
Additionally, Planning Your Way includes a free financial planning software consultation for advisors considering a change in their software. This service helps advisors identify and implement the most suitable software platform for their business. The consultation includes a needs assessment, specific software recommendations and implementation support. If an advisor transitions to new software, the program provides conversion assistance, data input and rationalization, output delivery and review.
Planning Your Way underscores Prospera's dedication to providing its advisors with the service and solutions they need to succeed. Last year, the firm launched Prospera Generational Wealth, a family office solution for advisors seeking to serve the ultra-high-net-worth segment and ProsperaIgnite, an internal employee development program focused on developing next generational leadership across all aspects of the firm.
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, 2012, 2014, 2015, 2018, and 2019. The firm supports Independent Financial Advisors nationwide. For more information about Prospera visit http://www.joinprospera.com/.
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