Your vision? Let's make it happen.
Together, we can help you branch out to serve new client and make a greater impact with your current ones.
We offer you the tools and programs you need to succeed.
You decide how — and when — to use them.
An Open Architecture Platform
Taking care of clients is your top priority, so why should you be limited to proprietary solutions? At Prudential Advisors, we are committed to enabling you to deliver the most appropriate advice and solutions.
Technology That Streamlines Your Productivity and Enhances Client Satisfaction
Access to several top-industry productivity tools including: Clientlink (powered by Salesforce), eMoney, and a robust managed money platform powered by Envestnet. We also offer access to email and social media marketing tools and external leads from SmartAsset.
Associate Producer Program to Grow Your Sales Team
This program enables eligible advisors to hire sales professionals to help grow their practice. Associate producers are appointed to sell and service products available through Prudential Financial companies. Associate producers are employees of the experienced advisor, not Prudential.
Joint Work Arrangements to Drive Efficiency
Our financial professionals find efficiency, capacity, and value for their clients by splitting cases with colleagues. By engaging in joint work, they are able to share both the work and the commissions.
Training and Development That Works For You
We stay on top of new tools, trends, and products so you can focus on what matters most – the client. We offer dozens of on-demand trainings in our online training library that focus on building your practice through marketing, sales techniques, and other essential skills. Keeping current with regulatory requirements is also easier through our Online Firm Element Training. We also offer several live training events with top industry experts throughout the year both in-person and in a webinar format.
Business Succession And Practice Transfer When It’s Time
When you’re ready, we’re ready to help give you the peace of mind knowing your clients are taken care of. Practice transfer is a privilege established by Prudential for a qualified and approved financial professionals to sell their future vested and non-vested commission streams to another financial professional who has been approved by the company.
Our practice transfer support capabilities help give our financial professionals peace of mind as they invest in and grow their practices with Prudential Advisors. Because we focus on lasting relationships, it is important to our advisors to know we can help them and our clients be well positioned for the future.
Prudential Advisors Teaming:
Creating Unlimited Potential for Your Business
We believe teaming is not just a program. It’s a way of doing business. Financial Professionals who join teams are more efficient and more productive and have higher assets under management (AUM) per client. Prudential financial professionals on teams reported 74% more in combined production than their solo peers.
Source: Prudential Financial, Planning and Analytics.
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