Episode 2
Mission Prosperity with John Prosperi
“Mission Prosperity” features the wisdom of John Prosperi, a financial services executive who has held leadership positions at top wealth management firms like AllianceBernstein, Fidelity Investments, and American Funds. John has been a pioneer and thought leader in developing the model of how these firms marketed their services to Advisors instead of directly to retail investors.
KEY POINTS:
- ∙ John emphasizes the importance of planning, building long-term client relationships, and preventing clients from making bad decisions.
- ∙ The trio discuss how to grow and scale a business, the characteristics of top-performing practices, and the importance of hiring through referrals. They also delve into the trust equation and the significance of effective client review meetings that differentiate advisors from competitors and spark referrals.
- ∙ One of the challenges many financial services organizations face is trying to grow and scale their businesses, especially for those in leadership tasked with helping emerging leaders hone their productivity skills.
- ∙ Top performing practices have “healthy teams” relative to internal dynamics.
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