Prosperity Practice Library
We are pleased to leverage our member network through our online Practice Library. The Practice Library resources are ever changing as documents are updated and added frequently.
- Please remember to submit materials for Ad Review and approval prior to use with clients.
- If you have content you wish to share, please email us and let us know.
Please note, this section of our website is available to our current members only. Your Prosperity Network of Advisors password is required for access to our online Practice Library. If you need help with your password, please email us and we'll be glad to help you.
If you are not currently a member of the Prosperity Network of Advisors but would like to know more, please click here. We'd love to hear from you.
FROM CETERA FINANCIAL GROUP (8/4/2017)
URGENT: Update Your Security Settings Today
Cetera Financial Group takes your security and that of your clients seriously. Recent news reports about security incidents in the financial services industry have shown that online information is always subject to new threats. In addition, the “bad actors” who try to hack into online accounts are evolving in their sophistication and scope of ability to compromise online information.
There are basic support essentials in our business that every professional must be able to count on from his or her work environment. Here you will find a thought-based list of resources in support of our efforts to work efficiently and proactive with our members. Coupled with the resources available through SmartWorks, it is our hope that we continue to deliver tools to make doing business easier. In addition, we truly want you to know that we take our partnership with you, and your effort to remain Compliant in today’s Securities World seriously so we want to keep you informed with helpful articles and alerts.
In the true spirit of networking and sharing, we are happy to provide you with the following resources that may help support your practice. Many of these tools were developed by Prosperity Advisory Group with practical application within Paul Ewing’s private client-facing practice and range from client materials to resources for the management of your business. If you have materials you would like to share within the toolbox, please let us know.
Keep up to date and informed with insight and news from the Prosperity Network of Advisors leadership team. This quarterly resource provides you with relevant and timely resources and information to help you best serve your clients.
Discover Prosperity began as a two day event held in Overland Park, Kansas at the Prosperity home office in November of 2016. It has become our educational brand that is designed to provide you with educational and practice management topics to help fine tune your business. Due to the tremendous positive feedback received from our attendees we are making it available to you here in our Prosperity Practice Library.
You will find content focused on over 15+ topics our members said were important to them. These sessions are designed to help all members and their staff as there is something for everyone