Wealthies Circle Podcast: Joining a Broker/DealerWealthies Circle Podcast: Joining a Broker/Dealer
Prospera's Tim Edwards and Tony Montanari discuss what advisors can expect when they join the firm as an independent advisor.
February 19, 2021
In this episode, David Armstrong is joined by Prospera Financial Services’ Tim Edwards, principal, and Tony Montanari, vice president of business development, as they discuss what you can expect when you join the firm as an independent advisor. They dive into conversation about what Propera has to offer and Tony shares insight from an advisor’s perspective.
In this episode you will learn:
The background of Prospera Financial Services
About Prospera’s fundamental behaviors program
How Prospera created their core engine software
Tony’s experience as an advisor working with Prospera
And more!
Tune in now to discover what Prospera Financial Services has to offer, and gain real insight from an advisor using those services!
