Support Excellence
Easy To Do Business:
- Dedicated transition support and guidance
- Home office support team (Resource Center)
- Branch support staff (Service First Team)
- Regulatory supervision, guidance and training
- Client and advisor referrals
- Online Insurance Appointment Registration
- Provider and vendor discounts
- Online Continuing Education (CE)
- Live training modules
Constant Improvement:
- Annual Practice Reviews
- Best Practices Library
- Pentameter
- Discover Prosperity Workshops
Personal & Business Benefits:
- Provider and vendor discounts
- Discount and preferred pricing program
- Mentorship and coaching program
Getting New Clients:
- FMG MarketingCentral
- Approved Social Media use
- Discounted marketing services
- Approved website vendors
- Website design and development assistance
- Annual marketing events and ideas
- Prosperity Co-Brand opportunities
- Fit To Retire
Dol Dynamiqs
- iQuantify
- iAnalytics
- DOL Roadmap
Technology:
- Online technology workstation including account opening (SmartWorks, AdviceWorks)
- Interactive forms grid guide to paperwork
- Online resource library for variety of tools (Broker-Dealer Center)
- Access Pershing brokerage accounts NetX360™ and NetXClient
- Document management including imaging and workflow (Docupace)
- Web based forms population system (Laser App)
- Business development tool (Pentameter)
- CashEdge
- Albridge® Wealth Reporting™
- Model management , drift tolerances and dashboard, rebalancing, blast-trading, customizable alerts
- AdvisoryOnline2.0 Dynamic, on-demand reports for performance, AUM, cost basis, fees
- Customizable, full-color Quarterly Reports
- RedTail (CRM) - best practices, integrations, workflows, etc.
- MoneyGuideSuite (MoneyGuideBrokerand MoneyGuidePro)
- Morningstar® Reports
- Morningstar®AdvisorWorkstationSM
- MarketWatchResearch
- Complete account data Integrated
- SEC Books and Records alerts and record keeping
- MS365 - email, MS Office applications, SharePoint, OneDrive, etc.
Our Operations & Member Experience Means That You Can Expect ...
- Centralized customer service support, processing services, and operational support provided by Prosperity in addition to the support services provided by Cetera Advisors
- 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 a heightened level of support during the transition of your client book to Cetera Advisors
Our Compliance & Education Means You Can Expect...
- Compliance services and sales with supervision provided in a spirit of education and success
- Regular one-on-one education and training in addition to learning opportunities made available through Cetera Advisors
Our Business Administration Excellence Means You Can Expect ...
- Focusing the people and resources of Prosperity Network toward common goals and objectives
- Developing systems to support the needs of our teams so they are able to service our members
- Creating metrics to evaluate our use of resources as well as the growth of our members
