Joining, transitioning, or forming a team within Prudential Advisors could be a win-win-win-win.

  • We take the challenges of building a team head on.

    We know getting the right people on the bus and in the right seats can be difficult. Our focus is helping you make this process as easy as possible. We specialize in identifying your diverse talent needs, sourcing, and onboarding so you can get to market faster.

  • Coaching to help you work on your business – not just in your business.

    Through our Team Coaching Center of Excellence, our experienced business coaches can be your partner in areas such as strategic business planning, operational efficiency, talent alignment, business development, financial management and your client experience. 

  • Collaboration, best practices, and technology that works hard to fuse the two together.

    Business moves fast, and technology needs to support it, not hinder it.  Our proprietary platform is designed to help you manage your business, collaborate with your peers, and accentuate the client experience.

  • Use teaming to future-proof your business.

    It’s time to practice what you preach to your clients. Teaming allows for a built-in continuity plan and creates an avenue to implement a succession plan and realize the value of your business when you are ready to step away.

Our Teaming Philosophy: What exactly makes a team successful? Well, we believe it’s …

  • Expertise & Collaboration:

    Team members often bring complementary product expertise, allowing them to collaborate to provide holistic solutions across our product lines.  The result is increased household penetration and deeper long-term client relationships.

  • Delegation:

    Team members share the compensation, but also the work.  For example, top producers on Teams can maximize their time in front of “A” clients by delegating their “B” & “C” clients to their Team Members.

  • Goals & Accountability:

    With a clear practice vision, defined Team roles and a collective goal to strive for, Team members will naturally become accountable to one another to perform at their best.

  • Client Segmentation & Service:

    By segmenting the client base and defining a strategic service model based on “tiers”,  Teams can maximize touch points and ensure clients are being serviced properly.

  • Reaching Broader Markets:

    Diverse Teams can gain access to demographic groups, industries, and communities that a solo producer alone cannot reach.

  • Operational Efficiency:

    Solo producers often struggle with business processes, systems and paperwork that keep them away from revenue producing activity. Teams establish a formalized operating plan where those aspects of the practice are handled by those with more capacity.

Still trying to wrap your head around the concept of teams? Hear thoughts from some of ours:

  • Delvin Joyce, Financial Planner

    Carolina Financial Group

    “Prudential Advisors has supported me to build a team of individuals with complimentary skills to realize my vision of creating a high-level business, not just a financial services practice.”

  • Ellen Goodman, Financial Planner, Dan Precourt, Financial Advisor, and Ana Panori, Financial Advisor

    Greater New England Financial Group

    “In forming our team, we immediately improve the client experience, bringing three different experience levels to bear on the most difficult cases. The teaming support at Prudential provides unbiased, objective, professional coaches and the continued encouragement to always be improving our practice.”