Case Study
Prospera Financial Services
©2019 LogMeIn, Inc. All rights reserved. 10.28.19/PDF/LMI0975 Founded in 1982, Prospera Financial Services, member FINRA/SIPC and a registered investment advisory, offers the flexibility and resources only found at some of the nation’s largest broker-dealers. Headquartered in Dallas, TX, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018, and 2019. The firm supports Independent Financial Advisors nationwide. For more information about Prospera, visit joinprospera.com. Challenge With a large, distributed client base of over 130 financial advisors (FAs) and a staff across 23 states, Jennifer Teager, who leads platform support and engagement for Prospera, has a considerable responsibility on her shoulders. She needs to en