Prospera Financial expands advisers’ succession planning options
Prospera Financial, a Dallas-based wealth management firm, has announced the expansion of its “Succession Your Way” succession planning options for independent advisers.
The models include customized support to advisers who are developing an associate adviser, a guided adviser-to-adviser process for transitions, and purchasing the book of business to be managed by an in-house Prospera adviser.
“Just as each adviser measures success differently, they will be able to approach succession planning on their own terms,” said Tarah Williams, Prospera's president and COO. “No matter which program they choose, our dedicated specialists are with them every step of the way.”