Monday, December 5 2022

DALLAS, February 28, 2022 /PRNewswire/ — Prospera Financial Services, Inc. (“Prospera”), a wealth management firm that supports a national network of independent financial advisors, today announced the successful conclusion of Sales Assistant University (SAU) 2022 , a hybrid event with in-people and virtual items held in southlakeTexas.

The event highlights the commitment of Prospera – which has more than 165 financial advisors and $16 billion of total assets – to invest in the skills of financial advisor support staff as part of the company’s overall growth strategy. Prospera prioritizes the success of financial advisors and their ability to deliver an exceptional service experience to their clients.

Tarah WilliamsChief Operating Officer, said: “There is no doubt that sales assistants play a vital role in the professional success of financial advisors. Whether it’s helping to process business or ensuring that The details of the customer service experience aren’t overlooked, sales assistants are a huge part of any growing financial advisor’s business.”

Sales Assistant University (“SAU”) is an annual three-day training conference designed for Prospera Sales Assistants and other support staff such as Marketing Coordinators, Customer Service Associates and Office Managers, to learn alongside their peers. SAU emphasizes training on the tools and information needed to advance organizational management and case processing functions for professionals with day-to-day support responsibilities.

SAU programs emphasize training that enables these professionals to streamline workflow processes and create a more productive office that directly contributes to business growth for financial advisors.

“We are proud to do our part to advance their training and professional development. Our SAU event reflects our commitment to empowering each of our advisors to deliver an agile, responsive and personalized service approach with a well-trained and highly trained team. reasoned,” Ms. Williams continued. “We thank all of the virtual and in-person attendees at this year’s event for their support, and we’re excited for all that we can accomplish together in the coming year.”

This year’s SAU, attended by a record 60 sales assistants and other advisors, consisted of more than 30 general sessions, panel discussions, small group presentations and networking opportunities.

Topics included information sessions on Prospera’s technology, marketing tools and investment platforms. A particularly timely and well-received discussion by the audience was titled: Dementia and Elder Abuse: Working with Older Adults.

Reflecting Prospera’s commitment to aligning unique knowledge and expertise from outside the industry with financial advisors and their staff to help generate new ideas and insights, SAU attendees also heard a distinguished leader of the global luxury hotel and hospitality segment. He shared the fundamentals, principles and best practices of creating an exceptional customer experience across all industry sectors, based on the work he has personally done to create and maintain some of the brands of respected and admired five-star hotels in the world.

About Prospera Financial Services

Founded in 1982, Prospera Financial Services, Member FINRA, SIPC and a Registered Investment Advisor, offers the flexibility and resources found only with some of the largest brokerages in the country. Based at Dallas, TXProspera has been named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018 and 2019. Prospera is 3 times winner and 5 times finalist for WealthManagement.com Industry awards as well as a ThinkAdvisor lights winner of its inaugural year. The firm supports independent financial advisors nationwide. For more information about Prospera, visit www.joinprospera.com.

Media Contacts
Michael Dugan Where Joseph Kuo
Haven Tour Group LLC
424 317 4852 or 424 317 4851
[email protected] Where [email protected]

SOURCE Prospera Financial Services

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