Turn Key Independence
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Prosperion Financial Advisors can help your team make the move toward independence without the stress and logistical trouble of starting from scratch. Our turn-key approach offers your team the freedom and flexibility of independence powered by LPL Financial, and all the help, tools, and resources you need to be successful. Interested in learning more? Schedule a conversation with the owner, Steve Booren.
MAKING THE MOVE TO INDEPENDENCE
The resources, tools and experience you need to build your business
We seek to offer an environment of innovation, freedom and creativity. At Prosperion we give you the autonomy to create clarity, confidence and capabilities for your clients. We aim to help you build and grow your business with resources like a dedicated marketing manager, IT and technical support, and colleagues with more than 100 years of combined experience in the finance industry. We’ve been associated with LPL Financial for almost 30 years, so we know our way around the company.
NAVIGATING THE TRANSITION WITH PROSPERION
Your business, your client experience
As an LPL Financial advisor, you receive all the benefits of autonomy – the ability to pursue your own business strategy, your own client relationships, and manage your practice as you see fit. As an advisor with Prosperion, you’ll have access to an experienced team of advisors and back office support who have been through this process.
Prosperion provides the space, information, and collegial/collaborative environment you need to navigate your transition and be successful as an independent advisor. You’ll have the freedom to create your own process, schedule, and client service/investment models. Furthermore you will have the opportunity to participate in firm-wide client events and initiatives to demonstrate our differentiator: Care beyond advice.®
We offer the knowhow necessary to hit the ground running. We’ve helped several advisors make the transition, let us help make it an easy move toward independence.
Collegial and Collaborative
At Prosperion we believe individual success leads to mutual success, so our advisors have a strong rapport with a desire to help one another grow. Want to bounce an idea off the team? Pitch it at the monthly advisor meeting or pop into an advisor’s office for a quick huddle. We have an open door policy that invites and encourages questions and support. With Prosperion, you are never on your own.
- Meet our teams
Let’s Discuss Your Next Step
Interested in learning more? Reach out to us using the form below for a confidential, no-obligation meeting. We want to get to know you and your business, and discover if a partnership would be a good fit for everyone involved. We look forward to hearing from you.