Prospera Financial Services

New on the Prospera Blog: The Most Effective Marketing Strategy Isn't New

"The most effective marketing strategy isn't new. It's consistency."

Interested in learning more? Check out the full blog post below.

https://www.prosperafinancial.com/the-most-effective-marketing-strategy-isnt-new/

The Most Effective Marketing Strategy Isn't New - Prospera Financial Services Advisors are constantly presented with new marketing opportunities, from AI tools and social media trends to lead generation programs and digital advertising. While these tactics can be valuable, they aren’t what drives long-term growth on their own. The most effective marketing strategy isn’t n...

Celebrating the hard‑working individuals whose efforts make a lasting impact every day.

In observance of Labor Day, our office is closed today, September 7. Wishing everyone a safe, restful, and well‑deserved holiday!

We’re just one week away from the WealthManagement.com 2026 Industry Awards ceremony!

The celebrate individuals and firms that are driving innovation and making a meaningful impact in the financial services industry.

This year, Prospera has been named a finalist in the Service category for our Operations Concierge Program, a program designed to provide financial advisors with a streamlined, high-touch support experience.

Winners will be announced on September 10 in New York City, and we’re honored to be recognized alongside so many outstanding industry leaders.

We're excited to welcome Patrick Sweeney of Chartiers Capital Group and John Palmer of Palmer Financial to Prospera.

With more than 60 years of combined industry experience, Patrick and John have built client-focused practices grounded in long-term relationships and personalized service. We look forward to supporting their continued growth while helping them deliver exceptional value to their clients.

Learn more at the link below.

https://www.prosperafinancial.com/prospera-financial-services-welcomes-two-experienced-advisors-to-growing-platform/

In all situations, do what’s best for the client, even if it’s to our own short-term detriment. Put their needs, expressed and unexpressed, ahead of our own. There’s no greater way to build a reputation and create a client for life. Steadfastly do what’s right for others.

“Our a-ha moment was meeting with Prospera in-person – it just seemed like a family unit. It made our decision easy.” – Lee Handley, Cascade Wealth Management

When you know, you know. Get to know us and discover your a-ha moment at Prospera.

Built by advisors, for advisors. Click to start a conversation today:

https://www.prosperafinancial.com/contact/

We’ve been called friendly. But then again, we were founded in the “friendly” state.

Click to start the conversation and get to know us today:

https://www.prosperafinancial.com/contact/

New on the Prospera Blog: Why You're Seeing Passkey Prompts Everywhere

"Passkeys are becoming more common because they offer a rare combination of better security and greater convenience."

Interested in learning more? Check out the full blog post below.

https://www.prosperafinancial.com/why-youre-seeing-passkey-prompts-everywhere/

Why You're Seeing Passkey Prompts Everywhere - Prospera Financial Services If you’ve logged into a website or app recently, you’ve probably noticed something new: prompts asking you to create a passkey. Whether it’s Microsoft, Google, Apple, Amazon, your bank, or even social media platforms, passkeys seem to be showing up everywhere. If you’re not entirely sure wha...

Tanecha Gleason has been a valued member of Prospera’s accounting department for over eight years. In early 2022, she was promoted to Payroll Manager, a role in which she continues to demonstrate exceptional leadership and expertise.

With more than 20 years of experience in the financial services industry, Tanecha brings extensive knowledge in accounting, commissions, and payroll management.