Prospera Financial Services

06/03/2026

06/02/2026

New on the Prospera Blog: Change is Hard

"Change is not just inevitable; it is constant. Do you want to manage the change or lead through the change?"

Interested in learning more? Check out the full blog post below.

https://www.prosperafinancial.com/change-is-hard/

Change is hard…. Change is not just inevitable; it is constant. Do you want to manage the change or lead through the change? Leaders who excel in leading through change focus on building trust, fostering open communication, and creating a vision that inspires action and commitment. Leading through...

06/01/2026

Regularly reevaluate every aspect of your work to find ways to improve. Don’t be satisfied with the status quo. “Because we’ve always done it that way” is not a reason. Find ways to get things done better, faster, and more efficiently.

05/29/2026

Kim Utz serves as Director of Advisor Services at Prospera, bringing over 30 years of experience in the financial services industry – as well as humor and heart – to the firm.

Her focus is on welcoming new advisors to Prospera and building relationships – and her commitment to meaningful relationships and delivering gold-standard service make her the perfect fit in her role.

A born “relator,” Kim prides herself on getting the job done, but is equally focused on getting to know you, too.

05/28/2026

When it comes to your business, big doesn’t always mean better. Making the choice between big and boutique is a personal and professional decision that could change your career.

Boutique independent firms generally have a superior service model and more personalized approach.

Download our exclusive white paper, 5 Reasons to Join a Boutique Firm, to learn more.

Making the choice between big and boutique is a personal and professional choice that could change your career. When it comes to your career, big doesn’t always mean better. Boutique firms generally have a superior service model and a more personalized family type of culture. As you read through t...

05/25/2026

This Memorial Day, in remembrance of our fallen heroes, we pause to honor those who gave their lives in service to our country and the families who continue to carry their legacy.

05/22/2026

Everyone talks about what AI can do in wealth management. The more important question is what kind of industry we want to build with it.

We are proud of this FA Magazine article from our President and COO Tarah Williams on why technology should enhance - not replace - relationships, trust, and thoughtful advice.

Worth the read below.

https://www.fa-mag.com/news/ai-will-change-our-industry--our-values-will-decide-how-87142.html

In the end, the impact of AI won't be defined by what it replaces, but by what we choose to protect.

05/22/2026

This week, Prospera employees came together for our quarterly Town Hall meeting. Senior leadership shared updates on company goals, objectives, and culture, creating space for connection, open dialogue, and meaningful conversation across the organization.

05/21/2026

Yesterday, Prospera employees had a blast celebrating our annual Spring Fling at Bat Box. From great food and drinks to batting cages and friendly competition, it was a perfect afternoon to connect, unwind, and enjoy time together as a team. ⚾️