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.
This is an opportunity for experienced advisors to make an investment in the future, while receiving rewards through attractive bonuses and recognition credit. Mentors are paired with new financial professionals to help them grow and develop professionally.
Don't take our word for it. Hear from our professionals.
Mary K. Greene
Financial Professional Emeritus
"I chose to join Prudential Advisors because of the company’s reputation and the level of mentoring and coaching that is offered. There are many opportunities here for women who want to grow and develop professionally, as well as personally. I have met many accomplished women and formed friendships…and that goes beyond just being a colleague. There is tremendous support to help one another in reaching our goals."
"Transitioning to be a successful advisor is never easy. The Gemini Mentoring Program helped me jump-start my business with access to successful financial professionals, guidance, and training that I felt I couldn't get anywhere else. I really can't say enough wonderful things about it!"