Services
With so many unknowns in our world, the stability of your branch shouldn’t be one of them. That’s why Premier Network is fiercely committed to independence. Every single day. For over 20 years, we have been stable, steadfast, and resolute in our commitment to our financial professionals.
We have been with Cambridge, our broker-dealer, for more than 20 years and have built long-lasting relationships with outstanding individuals at all levels of the company, including their executive council. Join us and see what it means to be independent, but not alone.
Here’s how we help our financial professionals
Comprehensive OSJ Support
Our Registered Principals have decades of experience supervising securities business. But more importantly, they are dedicated to supporting our financial professionals. Whenever you need help navigating the latest rules and regulations, we will work quickly to get you the answer. Never again will a lack of support prevent you from doing business.
Seamless Transitions
We have been transitioning financial professionals to Cambridge since 1999 and have a defined process to get you up to speed with as little disruption to your business as possible. We provide more than just a process – we provide hands-on support too. When you join Premier, our team will travel to your office and work side-by-side to get client assets moved quickly, efficiently, and done right the first time.
Coaching & Operational Support
Your first duty is to your client, and you need reliable, knowledgeable advice available at the ready. When you need operational support, we want to be your first call. We have over 25 years with Cambridge and can help you navigate the complexities of home office processes so you can get the right answer the first time. On top of that, our ongoing coaching and consultative practice management support helps to keep your business top of mind, with an approach centered on fostering growth, enhancing efficiency, and maximizing your personal potential.
Continuity, Acquisition, & Succession Planning
No one can truly understand the blood, sweat, and tears that have made your business what it is today. We understand the critical importance of creating a quality succession plan to help ensure you leave behind a legacy you can be proud of. We offer comprehensive support and guidance to ensure a smooth and efficient transition for both retiring advisors and their successors. If you’re looking to purchase a book of business, we can provide introductions to financial professionals who are looking to sell. Safeguard your continuity, create a succession plan, and grow through acquisition with our comprehensive support.
Group Retirement Plan Assistance
Our Director of Retirement Plans brings extensive expertise in acquisition and management of group retirement plans, ensuring that our strategies are effective and tailored to your unique needs. Furthermore, we can collaborate with you to reveal individual wealth opportunities of plan participants, unlocking significant ancillary revenue—potentially earning an additional $7 for every dollar in retirement plans.
Our proactive approach to group retirement plans strengthens relationships with current clients and promotes growth by identifying new opportunities. Partnering with us enables you to streamline retirement plan management, allowing your team to concentrate on core activities.
Outsourced Administrative Services
Plug one of our fully-trained virtual assistants into your practice to help with common day-to-day operations, including forms/paperwork preparation, document imaging/scanning, data entry, greeting cards, and service request monitoring. Spend more time with your clients and let our team take care of the rest. Our assistants can cover a short-term need, or forge a long-term lasting partnership with you and your existing staff.
Educational and Networking Events
Join like-minded advisors across the Premier Network family in engaging discussion and camaraderie at one of our many webinars, conference calls, or during our annual conference. Make connections that will last a lifetime and stay up-to-date on the latest trends in our industry. No matter the venue and no matter the topic, our goal is to make a work event fun again.
Client Outreach Support & Advisor Library
Stay in front of your clients with our customizable newsletters, market updates, and other content within our advisor library! Each piece can be branded with your logo and color scheme. Become the expert your clients rely on with a mix of fresh personal finance articles, financial education, market analysis, and more.
Looking for even more ways to connect? Invite your clients to one of our financial literacy webinars! These fun, informative, and free events are hosted virtually, so anyone can attend. Want to host an event of your own? Our staff can plan your next event that’s sure to make a statement and an impact on your clients.
We Know Who You Are
So many firms are focused on endless, rapid growth without considering the impact of growth on their existing advisors. We believe this type of growth is short-sighted and detrimental to the advisor experience. That’s why we choose to grow our branch sustainably while prioritizing our current advisors. We call you by your first name, know your kids’ names, and give you a call when you celebrate your Premier Anniversary.
Small Account Solution
This service has no minimum fee requirement and accommodates both qualified and non-qualified accounts. Clients gain access to important resources such as Savology and CLIC Client, which help them stay informed about their finances. Premier carries out annual reviews, while any additional business is referred back to the introducing Advisor. If the Advisor prefers not to handle this extra business, Premier can take on that responsibility. Moreover, Advisors have the option to include their clients on Premier’s email drip list for continuous communication and updates.
Financial Planning Services
Outsource financial plan creation to our team of experienced CFP® professionals and paraplanners. We will work with you (and your clients) to create custom, comprehensive plans on a timeline that meets your needs. We are industry professionals who understand you and are committed to building financial plans while serving your clients’ best interests.
Whether you are new to financial planning or already spend countless hours creating plans, Premier Network’s financial planning support allows you to provide more value to your clients and frees up more of your time to focus on what you enjoy most in your business.