Independence shouldn’t mean doing everything alone.
How We Support Independent Financial Professionals
We deliver white-glove OSJ and operational support so you can focus on your clients, your growth, and the work you love. From compliance to transitions to retirement plan support, Premier Network blends decades of expertise with proactive, personal service.
We keep your business clean, compliant, and client-ready so you can lead confidently.
Compliance becomes seamless, not stressful.
OSJ & Compliance Support
Our Registered Principals bring deep, accessible experience. You won’t chase down answers or wait in line for generic responses.
We help you:
• Navigate regulations smoothly
• Stay audit-ready
• Review trading and supervision items quickly
• Prevent issues before they arise
Advisor Transition Support
Our experienced transition team provides structured guidance and hands-on support to make the process smooth, organized, and efficient.
Services include:
• Compliance coordination and licensing guidance
• System setup and platform training
• Client transition communication support
• Ongoing onboarding support after your move
With a proven process and dedicated transition specialists, Kristina Holloran and Jen Steinhart, we help ensure your transition is seamless so you can stay focused on your clients and business.
Let us help you turn retirement plans into powerful growth drivers.
Group Retirement Plan Support
Our Director of Retirement Plans, Josh Cesare, helps advisors strengthen their retirement offerings, improve client retention, and uncover new opportunities.
We support:
• Plan design reviews
• Proposal preparation
• ERISA/DOL/IRS education
• Plan acquisition
Real-world experience. Practical insights. Advisor-first solutions.
Coaching & Operational Strategy
We’re your first call when something needs to get done.
Our advisors lean on us for:
• Practice management guidance
• Office workflows and efficiencies
• Client segmentation
• Profitability analysis
• Growth strategy insights
Continuity, Acquisition & Succession Planning
Whether you’re preparing for retirement, protecting your legacy, or acquiring a book of business, we provide support grounded in care and clarity.
We help with:
• Continuity planning
• Buy/sell coordination
• Succession matching
• Transition execution
See the Advisors Entrusting Their Clients and Their Legacy to Premier.
We proudly support advisors entering retirement with peace of mind, knowing their life’s work will be cared for.
Flexible support without the cost or complexity of hiring additional administrative staff.
Paperwork Processing Support for Financial Advisors
Free up more time to focus on your clients while we handle the administrative details. Our team provides reliable support that integrates seamlessly into your existing workflow.
Services include:
- Preparing and processing client forms and paperwork
- Data entry, document scanning, and file management
- Monitoring service requests while you’re away
- Preparing and mailing greeting and thank-you cards
Stay visible, consistent, and connected.
Marketing, Client Outreach & Advisor Library
Let us help you show up for clients without adding hours to your week.
We provide:
• Branded newsletters
• Market updates
• Essential Marketing Materials
• Customizable client communications
• Event planning assistance
• Educational materials
• Advisor-facing resource library
It’s education without the “mandatory meeting” vibe.
Education & Networking
Independence grows best in community.
Our advisors enjoy:
• Webinars
• Peer group discussions
• Coaching calls
• Our annual Hershey event covers it all – learning, camaraderie, and a little chocolate-fueled fun
Financial Planning Support
Stay focused on your client relationships and growing your business.
At Premier, we support advisors with in-house help for straightforward planning needs and offer eMoney training for those who prefer to build plans independently. When a situation calls for deeper analysis, more comprehensive planning, or when you simply want the time-savings of outsourcing, we partner with Spire Outsourcing. Their experienced planning team steps in seamlessly, delivering robust, professionally built plans so you can stay focused on your client relationships and growing your business.
Your clients stay supported. Your time stays focused.
Small Account Solutions (SAS)
Support smaller client accounts efficiently while focusing your time on growing your practice and strengthening key relationships. Our Small Account Solutions service helps manage the ongoing service and operational needs of smaller accounts.
Services include:
• Ongoing service and operational support for smaller accounts
• Consistent client communication and account maintenance
• Administrative management to reduce your workload
This flexible solution allows you to keep smaller clients supported while prioritizing larger relationships and new opportunities.
Model Management & Trading Support
Stay focused on advising clients while we handle the trading and portfolio implementation. Our Model Management service executes trades and maintains portfolio alignment across accounts based on your strategy.
Services include:
• Trade execution across multiple accounts
• Model implementation and portfolio alignment
• Ongoing trading based on your model updates
You maintain control of investment selection, model design, and strategy adjustments—while we manage the trading and implementation.
We’re not built for volume.
We’re built for people.
We know our advisors by name, celebrate their milestones, and grow at a pace that keeps service personal.
That’s how independence stays sustainable and how you stay on your own, but not alone.