Case Study: Prospera Financial Services improves distributed advisor training with GoToMeeting

Prospera Financial Services trains 130+ advisors across 23 states with GoTo

Prospera Financial Services, a financial services firm with a distributed base of over 130 financial advisors across 23 states, faced the challenge of providing cost-effective training and one-on-one consulting for its internal software. Onsite training proved too expensive, so they needed an alternative remote solution and turned to GoToMeeting.

Using GoToMeeting, Prospera was able to effectively train and support its widely dispersed clients and staff. The solution provided the specific features required for their use cases, which other meeting solutions lacked. This allowed them to master effective training for their distributed client base in a more cost-efficient manner.

Prospera Financial Services