Prospera Financial Services
Challenge
A client for over ten years, Prospera Financial is a boutique broker-dealer with a proud culture of providing exceptional service and support to their advisors who value independence and flexibility. While the foundational elements of the brand that we originally created were still relevant, it was time for an evolution. Inspired by the spirit of Prospera’s team, circle S reinvigorated the brand with powerful imagery and messaging true to their Texas roots. And the rich and warm color palette helps them stand apart from the sea of cool blues crowding their competitive landscape.
Solution
With independence and flexibility in mind, circle S studio was able to craft the updated brand elements into a cohesive style guide, presentation templates, a print portal and several content managed websites. These tools empower Prospera to nimbly create materials that help their advisors achieve success their way. Of course, we’re always available to serve as a guide.
Results
Absolutely. Recognized by Advisor Magazine, Investment Advisor Magazine and WealthManagement.com, Prospera has continued to be nationally ranked for their innovative support. A custom portfolio modeling tool and advisor transition website are just two examples of how they continually strive to meet their evolving needs. Respect and collaboration are the fundamental values that have driven Prospera’s growth as well as our longstanding relationship.
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