Service Excellence

The value offered by Prosperity Network of Advisors come in addition to the full range of services and support offered by our partners at Cetera Financial Group—and cost you nothing.

Our operations And Member Experience Means You Can Expect:

• Centralized customer service support, processing services and operational support from Prosperity, in addition to support services provided by Cetera Advisors
• Commitment to service standards that value your business
• Thorough discovery conversations and meetings to allow you to make an educated and informed decision to join Cetera Advisors and Prosperity Network of Advisors
• Dedicated Prosperity transition management, providing focused support during the transition of your client book to Cetera Advisors

Our Compliance & Education Commitment Means You Can Expect:

• Compliance services and sales supervision provided in a spirit of education and success
• Regular one-on-one education and training in addition to broader learning opportunities made available through Cetera Advisors
• Advocacy and collaboration for complex transactions and needs

Our Business Administration Excellence Means You Can Expect:

• A focus on common goals and objectives
• Systems for our teams so they can support our members
• Metrics evaluating resource use and member growth