Exciting News at Prosperity Advisory Group
We are proud to announce that Prosperity has recently received some industry recognitions as we continue to strive for excellence in our field. We want to acknowledge our team for their outstanding work and thank our valued clients who place their trust in us daily. We appreciate the opportunity to serve you and affirm our commitment to serving you and your families with the quality financial advice you deserve.
Paul Ewing invited to join the 2017 Forbes Finance Council
Forbes Finance Council is an invitation-only organization for senior-level finance executives. This professional community for senior-level finance executives that proactively connects them to each other as well as best-in-class resources based on their specific business needs. The end result is Forbes Finance Council, a new and innovative community for executives to discuss and solve pressing business challenges with their peers, share their insights via thought leadership articles on Forbes.com, and get personalized support from the Forbes Councils concierge team.
We are excited to share that Paul Ewing, CEO of Prosperity Advisors, was invited to be on this distinguished team once again.
Prosperity Advisory Group Named to 2017 Financial Times 400 Top Financial Advisers
We are pleased to announce that we have been named to the 2017 edition of the Financial Times 400 Top Financial Advisers. This is the third year in a row that Prosperity Advisory Group has been named to this elite group.
Prosperity is the only firm in Kansas City to have been named to this year’s list.
Prosperity is one of only 80 firms in the country to have been named to the FT400 three years in a row.
Prosperity is the only firm in KS and MO to have been named to the FT400 three years in a row
The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. This is the fifth annual FT 400 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management.
Financial advisers from across the broker-dealer channel applied for consideration, having met a set of minimum requirements. The applicants were then graded on six criteria: assets under management (AUM); AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records. There are no fees or other considerations required of advisers who apply for the FT 400.
The final FT 400 represents an impressive cohort of elite advisers, as the “average” adviser in this year’s FT 400 has 27 years’ experience and manages $1.7 billion in assets. The FT 400 advisers hail from 38 states and Washington, D.C.
Cetera® Advisors Honors Angela Brill with Sapphire Award
Angela Brill recently attended Cetera Advisors’ annual awards conference where she was recognized with the Sapphire Award for giving back to the firm through her unselfish gifting of time, coaching and offering her peers her professional perspective.
The annual conference is aimed at bringing together advisors from across the country to celebrate the accomplishments of 2016. The event, held at the Ritz Carlton in Cancun, Mexico, featured presentations from the Cetera executive team and some of the industry’s preeminent thought leaders. Attendees left inspired to continue aiming for the highest levels of professional achievement and success.
Erinn Ford, President of Cetera Advisors, commented, “The passion exhibited by our advisors is second to none, and Angela is no exception. She strives to help her clients build a better future by providing unique advice tailored to their specific needs. It is evident to anyone who comes across her that she loves what she does and we are so appreciative of her partnership. We take great pride in the support we provide our advisors, and look forward to continuing to help them achieve and surpass their business goals in 2017 and beyond.”
Paul Ewing Named to the Insured Retirement Institute Advisory Council
As a highly regarded advisor and industry leader, Paul Ewing was recommended by Cetera Financial Group to the Insured Retirement Institute (IRI) Advisory Council. The Council, comprised of 30 successful, engaged advisors across the country, meets regularly to provide guidance and input for IRI’s research, advocacy and communications efforts.
On April 4th and 5th, Paul traveled to Washington D.C. during National Retirement Planning week, where he and other council members provided retirement planning sessions with congressional staffers to help them understand the role and mission of financial advisors.
Joel Morrison Earned his Certified Financial Planner™ Certification
Joel Morrison passed the Certified Financial PlannerTM (CFP®) exam in March and has earned his CFP® credentials.
Most people think that all financial planners are “certified”, but this isn’t true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of the CFP Board can use the credentials, which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care when providing financial planning services, a CFP® professional is required to act in your best interest.
Joel joins Paul Ewing, Angela Brill and William Easley as CFP®s who proudly serve you and your family.
Want to learn more about Prosperity Advisory Group?
At Prosperity Advisory Group, we do much more than just manage your money. We partner with you on a plan that meets your life's goals and includes investments, taxes, insurance and estate planning. We believe that investing is a marathon, instead of a 100-yard dash, and we find too often financial security is sacrificed in pursuit of greater returns.
Your financial plan should reflect your values, your experiences and your goals – something a robo-advisor cannot do.
Let us show you the Prosperity difference. Email us and we'll reach out to you to find a convenient time for us to meet together.