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BROKER–DEALERS: Fewer Than 1,000 Advisors Digital Marketing Campaign of the Year
PROSPERA FINANCIAL SERVICES
Success Your Way
The Success Your Way campaign kicked off in the fall of 2022 and was born from a collaborative, advisor-driven, and advisor-validated study by our marketing and business development team. As a firm built by advisors, for advisors, the team surveyed our top 25% of advisors. From there, we derived a 10-part campaign, then validated it with those advisors to ensure our messaging resonated. The 10-part campaign touched on three main areas – our culture
founded on trust, our support driven by gold-standard service, and our access to leadership. Each part of the campaign was supported by unique imagery, advisor quotes, compelling messaging, and supporting data. The campaign was multi-pronged, with an emphasis on email, video, and social media.
Prospera aspires to be the gold standard for boutique independent firms. Since 1982, Prospera has been a steadfast partner for independent financial professionals seeking full-service, boutique independent broker dealer expertise and support. Through our advisors, we provide clients with a superior menu of investment choices, leading-edge technology, indispensable financial tools, expert investment planning and advice, and personalized service. Named Broker Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018, and 2019, we are consistently recognized as a top 10 contender in home-office-to-staff ratio, retention rate and average production per rep. Built by advisors for advisors, the Prospera experience inspires passion, fosters independence, and supports financial advisors in achieving Success - their way.
www.prosperafinancial.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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