DALLAS, November 16, 2022 /PRNewswire/ — dallasNew York-based independent boutique brokerage Prosper Financial Services, Inc. (Prospera) held its annual conference, CONNECT 2022, last month from October 19 to October 21, at the Marriott Dallas Uptown. The conference saw its highest level of attendance, with over 90 financial advisors, 60 Prospera staff, and 30 sponsors and speakers. Prospera, a private company, Texasfinancial company founded in 1982, is a full-service boutique brokerage that provides comprehensive support to successful finance professionals across the country.
Day one sessions focused on Prospera’s consulting technology platform, COREngine, as well as an overview of many of Prospera’s consulting models. The sessions ended with panel discussions, where product sponsors had the opportunity to speak in small groups of advisors about their offerings and services.
The next day began with an update on the company’s growth and success over the previous year from Tim Edwardsco-CEO and managing partner, and Tarah Williams, who was recently named President and COO of Prospera. Other speakers included Chris Jeppesen (financial author, Advisor’s Handbook, The blue square method), David Rutherford (former Navy SEAL and motivational speaker), and Dr. Kevin Elko (NCAA and NFL consultant, author and professional leadership motivator).
The breakout sessions offered participants the opportunity to learn and develop strategies in a myriad of areas such as marketing, workplace culture, portfolio management and municipal bonds. Advisors were also able to participate in roundtables with other advisors to learn best practices and share ideas to implement in their businesses.
It should be noted that on Thursday afternoon, all conference attendees were again able to participate in a philanthropic event to benefit “A Soldier’s Hands”, an organization that ships toiletries and handwritten notes to US troops. Conference attendees collected more than 300 care packages and collected more than $15,000 to support the organization.
“Each year, we look forward to a great week of building connections and relationships with our Advisors. CONNECT 2022 was filled with a roster of great speakers, valuable Advisor discussions and meaningful idea sharing. “, said Tarah Williams. “Prospera is in growth mode, and we are grateful for the opportunity to share our initiatives and roadmap with our advisors who make it all possible.”
About Prospera Financial Services
Founded in 1982, Prospera Financial Services, Member FINRA/SIPC and registered investment adviser, offers the flexibility and resources found only with some of the largest brokers in the country. Based in Dallas, Texas, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018 and 2019. The firm supports independent financial advisers nationwide. For more information about Prospera, visit http://www.joinprospera.com/.
Tarah M. Williams
President & COO
Prospera Financial Services, Inc.
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SOURCE Prospera Financial Services