The document describes the services and benefits offered by The Prosperity Consulting Group to financial advisors. It outlines individualized marketing support, advanced technology solutions, and a competitive compensation package. Advisors gain greater support and flexibility while focusing on their clients through services like financial planning, 401k analysis, and estate planning support teams. The goal is to help advisors protect and maximize their practice value, have a sound succession plan, and achieve work-life balance as a fiduciary for clients.

1. Individualized Marketing Support
• Enhance communication with your clients through direct
marketing
• Establish a public relations strategy
• Design marketing materials
• Establish a digital media presence
• Develop a niche market segment
• Help plan seminars and events for your clients
Advanced Technology
• Client Portal ensuring the safety of information and document
exchange
• Cloud based programs allowing
advisors to serve clients and
access documents remotely
• Esignature
• In-house IT support
Your Vision | Your Practice | Your Future
• Competitive compensation package
• Opportunity for ownership in the firm
• Structured buy-out options upon retirement
Grow Your Prosperity
• Our Transition Team provides a step-by-step process to facilitate
smooth and seamless integration.
• While our advisors have the freedom and flexibility to manage client
accounts, the Investment Committee adds value by providing asset
allocation models, investment recommendations and mutual fund
monitoring. The committee’s goal is to enable advisors to focus greater
time and energy on their practice instead of analytics.
Unique Set of ResourcesAbout The Prosperity Consulting Group, LLC
We support our advisors and provide a collaborative atmosphere where
our advisors receive the resources they need to reach their goals.
The Prosperity Consulting Group’s mission is to provide peace of
mind through in-depth financial planning to help clients achieve
their personal goals and objectives. Our dedication, coupled with our
fiduciary commitment, is essential in providing unparalleled financial
planning and investment advice to individuals, families, businesses and
institutions.
Advisors at The Prosperity Consulting Group
• Gain greater help and support
• Find greater flexibility, independence and control
• Understand the importance of a sound succession plan
• Protect and maximize the value of their practice
• Have greater work life balance
• Value the necessity of being a fiduciary for clients
• Have a voice
Wealth Management Support
• Proper financial planning for clients is integral yet very time
consuming. Our Financial Planning Team supports advisors
by analyzing and synthesizing the gestalt of a client’s wealth
management picture into a powerful and easily communicable
financial plan addressing key areas such as retirement/social
security, income needs, insurance needs and distribution planning.
• 401(k) Team helps advisors analyze company sponsored 401(k)
plans for corporate clients by reviewing fiduciary practices,
designing transparent plan proposals, and providing resources for
ongoing employee education.
• Estate Planning Team helps advisors facilitate wealth transfer
strategies for clients.
Maximize
your potential and
demand excellence for
yourself and your clients
by aligning with a partner
committed to your goals
and vision. You will find
incredible opportunity
at The Prosperity
Consulting Group.