About Premier Services
Premier Wealth Management Value Adds are available to you to help keep your business running smoothly and efficiently. There are three categories of value adds that you can explore below: Efficiency Enhancements, Marketing & Growth Programs, and Pricing Advantages.
1. Efficiency Enhancements
To help keep your office running smoothly and efficiently we offer the following services. Click the icons below for more information on that service.
2. Growth & Marketing Programs
To help grow your practice we offer the following services. Click the icons below for more information on that service.
3. Pricing Advantages
As part of our branch you receive certain pricing advantages. Click the icons below for more information on what’s available to you.
We know how crucial technology is to our industry. As a part of our branch, you automatically receive the benefit of any software discount that Cambridge can negotiate. In addition, our reps receive special branch discounts that result in even lower prices. Click for more information.
RPAG (Retirement Plan Advisory Group) is a comprehensive retirement planning software we offer to all of our advisors. The RPAG system is state of the art for anyone working in the retirement planning space but its cost is often prohibitive to the average advisor. We have purchased this software for branch use. Click for more information.