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BROKER–DEALERS: Fewer Than 1,000 Advisors Diversity, Equity and Inclusion
PROSPERA FINANCIAL SERVICES
Designed to pair Prospera employees in different departments with varying experience levels, the BRIDGE mentorship program was introduced in the spring of 2022 and further enhanced in 2023, providing an opportunity for learning and growth across the firm. BRIDGE stands for: Be uncomfortable; Reflect (on what you don’t know); Invite feedback; Defensiveness doesn’t help; Grow from your mistakes; Expect that change takes time. The program is structured with guidelines, including an overview for both mentors and BRIDGE Mentorship Program
mentees with specifics, such as suggested questions to ask, conversation topics, and a list of roles and responsibilities for each member of the pairing. Mentors provide a way for their mentees to gain industry knowledge, understand the Prospera culture, and build a wider network of contacts within the organization.
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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