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Prospera Financial Services Honored as Finalist in WealthManagement.com Awards

On June 5, 2025, Prospera Financial Services, Inc. made headlines as it was announced as a finalist in the 2025 WealthManagement.com Industry Awards in the Practice Management category. This annual awards program recognizes exceptional innovations and efforts from firms dedicated to supporting financial advisors across the industry. With this recognition, Prospera showcases its commitment to providing tailored support to its network of independent advisors.

A Snapshot of Honored Achievements

Founded in 1982 and headquartered in Dallas, Texas, Prospera has been a pillar in the wealth management sector, offering vital resources and comprehensive support to independent financial advisors. Their latest initiative, the Planning Your Way program, has been specifically designed to meet the needs expressed by advisors in the field. By offering a suite of flexible service models, the program empowers advisors with various support options ranging from simple discovery sessions to extensive planning and service integrations.

The Planning Your Way program consists of four different service models, each catering to advisors' varying needs while minimizing friction in delivering high-quality client planning. Key features include:

• - Discovery Sessions: Initial data-gathering sessions led by paraplanners, setting the groundwork for informed financial planning.
• - Plan Development: Comprehensive strategies that take the client's unique financial circumstances into account.
• - Advisory Support: Tailored ongoing relations where advisors collaborate closely with paraplanners to ensure quality service delivery.
• - Free Software Consultations: For advisors seeking changes in their financial planning tools, Prospera offers consultations to facilitate this transition.

According to Tarah Williams, President and COO of Prospera, the program directly responds to the feedback gathered from advisors looking for flexibility and support.