Our Premier Consultants Program helps you
build your business through quarterly practice
management sessions that provide access to key
strategic experts.
Each quarterly meeting includes the following:
- Investment Policy Committee Review - Created
by our Investment Strategies Group, this
session reviews the financial markets and is
designed to prepare you for delivering your
client Quarterly Performance Reviews.
- Executive Session - Our facilitated practice
management study group is designed to assist
you in solving your most difficult business
challenges.
- Experts Forum - Hear insightful analysis of the
latest market trends and the global financial
markets from industry leaders.
- Practice Management - We take an in-depth
look at a specific strategy covered in the
Mastery Program® to further leverage these “best practices” for your business.
PROGRAM BENEFIT LEVELS
Premier Consultants is a benefits program
for our most committed Financial Advisors, with additional benefits based on assets under
management.
Premier Consultant
Financial Advisors with more than $7.5 million
in the program receive:
- Invitation to quarterly meetings
- Expanded online support
Gold Premier Consultant
Financial Advisors with more than $25 million
in the program receive:
- All of the Premier Consultant benefits
- Invitation to our annual two-day Gold
Premier Consultant Forum
- Quarterly Business Development Allowance,
providing additional resources to assist in
marketing and building your firm.
Platinum Premier Consultant
Financial Advisors with more than $75 million
in the program receive:
- All of the Gold Premier Consultant benefits
- Invitation to our exclusive semi-annual
Platinum Summit, providing an opportunity
to share ideas and insights with other
industry-leading Financial Advisors
- Enhanced quarterly business development allowance
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