Prosperity Advantage

Pursue an independent path knowing you have a trusted, experienced partner. We ensure your success with the four Ps of Prosperity:

PARTNERSHIP

Paul Ewing formed Prosperity Network of Advisors in 1994 with the partnership concept as the cornerstone. He realized the importance of synergies between financial advisors, accountants, attorneys and bankers. He found a way for these professionals to collaborate, so all benefited from the partnership.

PROFESSIONALS

Prosperity is one of the top financial services firms nationwide. Our network consists of over 170 members, including nearly 40 certified financial planners.

PRODUCTS

Prosperity members are registered representatives of Cetera Advisors LLC, a wholly owned subsidiary of Cetera Financial Group. Cetera provides access to a wide variety of high-quality investment products, services and tools.

PAYOUT

Our commission payout structure is transparent and competitive.  Our members directly receive 80% – 93% gross dealer commissions, allowing professionals like you to decide how best to fund your business.

As a top advisor himself, Paul brings his success and experience to his branch members in a spirit of sharing and collaboration. You’re not alone with Prosperity.

You’ll benefit from the freedom and flexibility of being on our team. You’ll have easy access to everyone in our organization – all the way to the top – when you need it. And the peer-to-peer culture you’ll experience from our nationwide network of like-minded, independent advisors will give you new insights for practice management and growth strategies.

Make Our Team Advantage Yours!

Business Support

• Dedicated transition & onboarding support with guidance
• Dedicated support through Prosperity's Operations Team
• Regulatory supervision, guidance, and training
• Recruiting support
• Live and virtual training sessions for you and your staff
• Learning Management System training modules at your convenience
• Semi-monthly, 15-minute huddles with quick reminders and updates

Technology Support

• Redtail™ - best practices, integrations, workflows, and support
• Microsoft 365 - email, Office applications, SharePoint, OneDrive, and other tools
• Voice communications
• Office technology integrations
• Cybersecurity training and client events
• Hardware and software recommendations

Learning and Improvement

• Ongoing Member Practice Reviews
• Online best practices libraries
• Prosperity workshops
• Monthly Growth Labs
• Educational events
• Topic-driven Trainings

Personal & Business Benefits

• Portfolio Resource Group (PRG) – Advisory Program
  • Expert investment advice
  • Aggregated volume discount
• RemoteLink discounted pricing
• Prosperity co-branded opportunities
• Mergers and acquisitions support
  • Assistance matching buyers to sellers
  • Tailored transition
  • Acquisition finance guidance
• Continuity and succession planning for family and client confidence
  • Cetera’s continuity and succession programs
  • Prosperity as your temporary or permanent continuity partner
  • Identification of a suitable successor for transition due to death, disability, or retirement
• Divorce Financial Analyst
  • Guidance and expertise to clients navigating the financial complexities of divorce